Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | -0.49% | 2.2% | 2.63% | 11.45% | 1.21% | 8.22% | 6.14% | -% |
Growth return | -0.49% | 2.2% | 2.63% | 11.45% | 1.21% | 8.22% | 6.14% | -% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | -% |
Market index (MSCI World Ex Australia NR AUD)
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Total return | 0.92% | 6.62% | 5.1% | 20.06% | 19.45% | 20.5% | 15.74% | 12.6% |
Type | Description |
BT Lifetime Super Employer Plan - Platinum International | |
Closed | |
BT Funds Management Ltd | |
BTA0400AU | |
Equity World Large Blend | |
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|
Superannuation Fund | |
16 Jan 2012 | |
$0 million (as at 30 Apr 2023) | |
$2.2834 (as at 31 Jan 2020) | |
$2.2743 (as at 31 Jan 2020) | |
Finalised |
Type | Description |
Indirect Cost Ratio (ICR) | 2.80% (as at 30 Jun 2016) |
Performance fee (not included in ICR) | Not Available |
Minimum initial investment | $500.00 |
Minimum additional investments | |
Minimum redemption amount |
Holding (as at 31 Jul 2025) | Type | % of Portfolio |
Taiwan Semiconductor Manufacturing Co Ltd | Equity | 5.26% |
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The objective of the BT Lifetime Super Employer Plan - Platinum International managed fund is To provide capital growth over the long?term by investing in undervalued companies from around the world.
The strategy of the BT Lifetime Super Employer Plan - Platinum International managed fund is The Fund primarily invests in listed equity securities. The Portfolio will ideally consist of 40 to 80 securities that Platinum believes to be undervalued by the market.
The APIR code of the BT Lifetime Super Employer Plan - Platinum International managed fund is BTA0400AU.
BT Lifetime Super Employer Plan - Platinum International’s total return last month was -0.49%. This was made up of a growth return of -0.49% and an income return of 0%. These returns were calculated as at 31 Jan 2020.
BT Lifetime Super Employer Plan - Platinum International’s total return for the last three months was 2.2%. This was made up of a growth return of 2.2% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.
BT Lifetime Super Employer Plan - Platinum International’s one-year total return is 11.45%. This was made up of a growth return of 11.45% and an income return of 0%. These returns were calculated as at 31 Jan 2020.
BT Lifetime Super Employer Plan - Platinum International’s one-year total return is 8.22%. This was made up of a growth return of 8.22% and an income return of 0%. These returns were calculated as at 31 Jan 2020.
The asset allocation of the BT Lifetime Super Employer Plan - Platinum International managed fund is :
The Responsible Entity for the BT Lifetime Super Employer Plan - Platinum International managed fund is BT Funds Management Ltd.
The BT Lifetime Super Employer Plan - Platinum International managed fund belongs to the Equity World Large Blend sector/asset class.
As at 30 Apr 2023, the size of the BT Lifetime Super Employer Plan - Platinum International managed fund was $0 million.
The BT Lifetime Super Employer Plan - Platinum International managed fund has an inception date of 16 Jan 2012.
The current entry price of the BT Lifetime Super Employer Plan - Platinum International managed fund is $2.2834 per unit and the current exit price is $2.2743 per unit (as at 31 Jan 2020).
The current exit price of the BT Lifetime Super Employer Plan - Platinum International managed fund is $2.2743 per unit and the current entry price is $2.2834 per unit (as at 31 Jan 2020).
The minimum initial investment amount for the BT Lifetime Super Employer Plan - Platinum International managed fund is $500. Minimum additional investment is $0.
Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.