BT Lifetime Super Employer Plan - Schroder Balanced - Managed Fund (Closed)

The objective of the BT Lifetime Super Employer Plan - Schroder Balanced managed fund is To deliver an investment return before fees of 5% p.a. above Australian inflation over the medium to long term. Inflation is defined as the RBA's Trimmed Mean, as published by the Australian Bureau of Statistics.

The strategy of the BT Lifetime Super Employer Plan - Schroder Balanced managed fund is The Fund is an investment strategy which adopts a traditional multi-asset investment approach. The strategic asset allocation is formulated with Schrodersi- proprietary medium term asset class return projections and risk expectations. Investment allocations are adjusted for shorter term considerations to derive the most suitable tactical asset allocation to add value and manage risk.

The APIR code of the BT Lifetime Super Employer Plan - Schroder Balanced managed fund is BTA0247AU.

BT Lifetime Super Employer Plan - Schroder Balanced’s total return last month was 1%. This was made up of a growth return of 1% and an income return of 0%. These returns were calculated as at 30 Apr 2017.

BT Lifetime Super Employer Plan - Schroder Balanced’s total return for the last three months was 2.77%. This was made up of a growth return of 2.77% and an income return of 0%%. These returns were calculated as at 30 Apr 2017.

BT Lifetime Super Employer Plan - Schroder Balanced’s one-year total return is 11%. This was made up of a growth return of 11% and an income return of 0%. These returns were calculated as at 30 Apr 2017.

BT Lifetime Super Employer Plan - Schroder Balanced’s one-year total return is 5.63%. This was made up of a growth return of 5.63% and an income return of 0%. These returns were calculated as at 30 Apr 2017.

The asset allocation of the BT Lifetime Super Employer Plan - Schroder Balanced managed fund is :

The Responsible Entity for the BT Lifetime Super Employer Plan - Schroder Balanced managed fund is BT Funds Management Ltd.

The BT Lifetime Super Employer Plan - Schroder Balanced managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Apr 2017, the size of the BT Lifetime Super Employer Plan - Schroder Balanced managed fund was $6.24 million.

The BT Lifetime Super Employer Plan - Schroder Balanced managed fund has an inception date of 1 Aug 2004.

The current entry price of the BT Lifetime Super Employer Plan - Schroder Balanced managed fund is $2.1629 per unit and the current exit price is $2.1629 per unit (as at 5 May 2017).

The current exit price of the BT Lifetime Super Employer Plan - Schroder Balanced managed fund is $2.1629 per unit and the current entry price is $2.1629 per unit (as at 5 May 2017).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - Schroder Balanced managed fund is $500. Minimum additional investment is $0.