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  5. BT Lifetime Super Employer Plan - Vanguard Index Australian Share - Managed fund profile

BT Lifetime Super Employer Plan - Vanguard Index Australian Share - Managed Fund (Closed)

Fund Objective
The Vanguard Index Australian Shares Fund seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.
Fund Strategy
The Vanguard Index Australian Shares Fund gains its exposure to securities in the index by investing in the Vanguard Australian Shares Index Fund (Underlying Fund).

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 4.47% 5.29% 4.59% 21.8% 10.8% 10.77% 8.14% -%
Growth return 4.47% 5.29% 4.59% 21.8% 10.8% 10.77% 8.14% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 31 Jan 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Lifetime Super Employer Plan - Vanguard Index Australian Share
Australian Equities
93.33%
Cash
0.18%
Property & Infrastructure
6.49%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.73%
Cash
-0.80%
Property & Infrastructure
1.41%
International Equities
4.83%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
BT Lifetime Super Employer Plan - Vanguard Index Australian Share
Closed
BT Funds Management Ltd
BTA0408AU
Equity Australia Large Blend
starstarstar (as at 31 Jan 2020)
Superannuation Fund
16 Jan 2012
$0 million (as at 30 Apr 2023)
$2.1229 (as at 31 Jan 2020)
$2.1203 (as at 31 Jan 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.44% (as at 30 Jun 2016)
Performance fee (not included in ICR) Not Available
Minimum initial investment $500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025) Type % of Portfolio
Commonwealth Bank of Australia Equity 10.91%
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FAQs about the BT Lifetime Super Employer Plan - Vanguard Index Australian Share

The objective of the BT Lifetime Super Employer Plan - Vanguard Index Australian Share managed fund is The Vanguard Index Australian Shares Fund seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.

The strategy of the BT Lifetime Super Employer Plan - Vanguard Index Australian Share managed fund is The Vanguard Index Australian Shares Fund gains its exposure to securities in the index by investing in the Vanguard Australian Shares Index Fund (Underlying Fund).

The APIR code of the BT Lifetime Super Employer Plan - Vanguard Index Australian Share managed fund is BTA0408AU.

BT Lifetime Super Employer Plan - Vanguard Index Australian Share’s total return last month was 4.47%. This was made up of a growth return of 4.47% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - Vanguard Index Australian Share’s total return for the last three months was 5.29%. This was made up of a growth return of 5.29% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - Vanguard Index Australian Share’s one-year total return is 21.8%. This was made up of a growth return of 21.8% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - Vanguard Index Australian Share’s one-year total return is 10.77%. This was made up of a growth return of 10.77% 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 - Vanguard Index Australian Share managed fund is :

Australian Equities
93.33%
Cash
0.18%
Property & Infrastructure
6.49%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Lifetime Super Employer Plan - Vanguard Index Australian Share managed fund is BT Funds Management Ltd.

The BT Lifetime Super Employer Plan - Vanguard Index Australian Share managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Apr 2023, the size of the BT Lifetime Super Employer Plan - Vanguard Index Australian Share managed fund was $0 million.

The BT Lifetime Super Employer Plan - Vanguard Index Australian Share managed fund has an inception date of 16 Jan 2012.

The current entry price of the BT Lifetime Super Employer Plan - Vanguard Index Australian Share managed fund is $2.1229 per unit and the current exit price is $2.1203 per unit (as at 31 Jan 2020).

The current exit price of the BT Lifetime Super Employer Plan - Vanguard Index Australian Share managed fund is $2.1203 per unit and the current entry price is $2.1229 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - Vanguard Index Australian Share 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.