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 | 1.64% | -1.79% | -3.14% | -9.84% | -4.4% | -3.32% | -% | -% |
| Growth return | 1.64% | -1.79% | -3.14% | -9.84% | -4.4% | -3.32% | -% | -% |
| Income return | 0% | 0% | 0% | 0% | 0% | 0% | -% | -% |
|
Market index (MSCI World Ex Australia NR AUD)
|
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| Total return | -2.51% | -6.22% | -3.83% | 8.14% | 10.17% | 16.04% | 12.71% | 13.19% |
| Type | Description |
| BT Lifetime Super Employer Plan - Templeton Global Equity | |
| Closed | |
| BT Funds Management Ltd | |
| BTA0309AU | |
| Equity World Large Value | |
| Superannuation Fund | |
| 1 May 2008 | |
| n/a | |
| $0.8094 (as at 15 Feb 2012) | |
| $0.8094 (as at 15 Feb 2012) | |
| Finalised |
| Type | Description |
| Standard entry fee | 5% |
| Indirect Cost Ratio (ICR) | 2.22% (as at 30 Jun 2011) |
| Minimum initial investment |
| Holding (as at 30 Apr 2022) | Type | % of Portfolio |
| Samsung Electronics Co Ltd | Equity | 4.06% |
| Login now to view the complete list of holdings. | ||
The objective of the BT Lifetime Super Employer Plan - Templeton Global Equity managed fund is Aims to outperform its benchmark, over the medium to long term, after fees and taxes.
The strategy of the BT Lifetime Super Employer Plan - Templeton Global Equity managed fund is Invests in a globally diversified portfolio of common equity securities listed on recognised stock markets in both developed and emerging markets around the world, excluding Australian equity securities.
The APIR code of the BT Lifetime Super Employer Plan - Templeton Global Equity managed fund is BTA0309AU.
BT Lifetime Super Employer Plan - Templeton Global Equity’s total return last month was 1.64%. This was made up of a growth return of 1.64% and an income return of 0%. These returns were calculated as at 31 Jan 2012.
BT Lifetime Super Employer Plan - Templeton Global Equity’s total return for the last three months was -1.79%. This was made up of a growth return of -1.79% and an income return of 0%%. These returns were calculated as at 31 Jan 2012.
BT Lifetime Super Employer Plan - Templeton Global Equity’s one-year total return is -9.84%. This was made up of a growth return of -9.84% and an income return of 0%. These returns were calculated as at 31 Jan 2012.
BT Lifetime Super Employer Plan - Templeton Global Equity’s one-year total return is -3.32%. This was made up of a growth return of -3.32% and an income return of 0%. These returns were calculated as at 31 Jan 2012.
The asset allocation of the BT Lifetime Super Employer Plan - Templeton Global Equity managed fund is :
The Responsible Entity for the BT Lifetime Super Employer Plan - Templeton Global Equity managed fund is BT Funds Management Ltd.
The BT Lifetime Super Employer Plan - Templeton Global Equity managed fund belongs to the Equity World Large Value sector/asset class.
As at 31 Jan 2015, the size of the BT Lifetime Super Employer Plan - Templeton Global Equity managed fund was $ million.
The BT Lifetime Super Employer Plan - Templeton Global Equity managed fund has an inception date of 1 May 2008.
The current entry price of the BT Lifetime Super Employer Plan - Templeton Global Equity managed fund is $0.8094 per unit and the current exit price is $0.8094 per unit (as at 15 Feb 2012).
The current exit price of the BT Lifetime Super Employer Plan - Templeton Global Equity managed fund is $0.8094 per unit and the current entry price is $0.8094 per unit (as at 15 Feb 2012).
The minimum initial investment amount for the BT Lifetime Super Employer Plan - Templeton Global Equity managed fund 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.