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  5. BT Lifetime Super Employer Plan - Westpac Balanced - Managed fund profile

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

Fund Objective
To provide a high level of capital growth over the long-term (at least five years).
Fund Strategy
Invests either directly or indirectly so the underlying assets of the Fund include assets with high long-term growth potential, such as Australian and international shares and property. Asset allocation ranges (with benchmarks in brackets): income-only investments 0-20% (5%), Australian bonds/debt securities 10-30% (20%), international bonds/debt securities 0-20% (10%), property securities 0-20% (10%), Australian shares 23-43% (33%), international shares 12-32% (22%).

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 1.39% 4.85% 8.27% 10.17% 3.51% 6.6% 8.18% 3.68%
Growth return 1.39% 4.85% 8.27% 10.17% 3.51% 6.6% 8.18% 3.68%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 30 Apr 2017. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Lifetime Super Employer Plan - Westpac Balanced
Australian Equities
29.10%
International Equities
30.65%
Cash
3.53%
Property & Infrastructure
4.47%
Fixed Interest
17.74%
Alternatives
14.51%
Average Allocation of Peers
Australian Equities
27.27%
International Equities
35.24%
Cash
6.11%
Property & Infrastructure
6.35%
Fixed Interest
21.01%
Alternatives
4.02%

General Information

Fund Details
Type Description
BT Lifetime Super Employer Plan - Westpac Balanced
Closed
BT Funds Management Ltd
BTA0098AU
Multisector Growth
starstarstar (as at 30 Apr 2017)
Superannuation Fund
1 Apr 2003
$7.19 million (as at 30 Apr 2017)
$2.1527 (as at 12 May 2017)
$2.1527 (as at 12 May 2017)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.86% (as at 30 Jun 2016)
Performance fee (not included in ICR) Not Available
Minimum initial investment $500.00
Minimum additional investments

FAQs about the BT Lifetime Super Employer Plan - Westpac Balanced

The objective of the BT Lifetime Super Employer Plan - Westpac Balanced managed fund is To provide a high level of capital growth over the long-term (at least five years).

The strategy of the BT Lifetime Super Employer Plan - Westpac Balanced managed fund is Invests either directly or indirectly so the underlying assets of the Fund include assets with high long-term growth potential, such as Australian and international shares and property. Asset allocation ranges (with benchmarks in brackets): income-only investments 0-20% (5%), Australian bonds/debt securities 10-30% (20%), international bonds/debt securities 0-20% (10%), property securities 0-20% (10%), Australian shares 23-43% (33%), international shares 12-32% (22%).

The APIR code of the BT Lifetime Super Employer Plan - Westpac Balanced managed fund is BTA0098AU.

BT Lifetime Super Employer Plan - Westpac Balanced’s total return last month was 1.39%. This was made up of a growth return of 1.39% and an income return of 0%. These returns were calculated as at 30 Apr 2017.

BT Lifetime Super Employer Plan - Westpac Balanced’s total return for the last three months was 4.85%. This was made up of a growth return of 4.85% and an income return of 0%%. These returns were calculated as at 30 Apr 2017.

BT Lifetime Super Employer Plan - Westpac Balanced’s one-year total return is 10.17%. This was made up of a growth return of 10.17% and an income return of 0%. These returns were calculated as at 30 Apr 2017.

BT Lifetime Super Employer Plan - Westpac Balanced’s one-year total return is 6.6%. This was made up of a growth return of 6.6% 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 - Westpac Balanced managed fund is :

Australian Equities
29.10%
International Equities
30.65%
Cash
3.53%
Property & Infrastructure
4.47%
Fixed Interest
17.74%
Alternatives
14.51%

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

The BT Lifetime Super Employer Plan - Westpac 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 - Westpac Balanced managed fund was $7.19 million.

The BT Lifetime Super Employer Plan - Westpac Balanced managed fund has an inception date of 1 Apr 2003.

The current entry price of the BT Lifetime Super Employer Plan - Westpac Balanced managed fund is $2.1527 per unit and the current exit price is $2.1527 per unit (as at 12 May 2017).

The current exit price of the BT Lifetime Super Employer Plan - Westpac Balanced managed fund is $2.1527 per unit and the current entry price is $2.1527 per unit (as at 12 May 2017).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - Westpac Balanced 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.