InvestSMART

BT Lifetime Sup Emp - Russell Balanced Multi-manager - Managed Fund (Closed)

Fund Objective
To provide a return (before fees and tax) that exceeds the return from its benchmark when measured over the recommended minimum investment timeframe of 5 years or more.
Fund Strategy
Invests primarily in growth assets through a select group of managers to fulfil specialist roles in this portfolio. Asset allocation ranges (with benchmarks in brackets): Australian shares 29-35% (32%), international shares 27-33% (30%), property 5-11% (8%), Australian fixed interest 12-18% (15%), international fixed interest 7-13% (10%), cash 2-8% (5%).

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.73% 4.54% 10.19% 14.97% 13.7% 13.97% 6% -%
Growth return 1.73% 4.54% 10.19% 14.97% 13.7% 13.97% 6% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.75% 4.43% 10.73% 11.3% 14.85% 13.6% 9.39% 8.35%
As at 28 Feb 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Lifetime Sup Emp - Russell Balanced Multi-manager
Australian Equities
39.97%
International Equities
19.04%
Cash
10.96%
Property & Infrastructure
10%
Fixed Interest
20.03%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.14%
International Equities
35.63%
Cash
5.91%
Property & Infrastructure
6.35%
Fixed Interest
20.99%
Alternatives
3.98%

General Information

Fund Details
Type Description
BT Lifetime Sup Emp - Russell Balanced Multi-manager
Closed
BT Funds Management Ltd
BTA0181AU
Multisector Growth
Not Rated
Superannuation Fund
1 Nov 2000
$8.21 million (as at 28 Feb 2006)
$1.3579 (as at 24 Mar 2006)
$1.3579 (as at 24 Mar 2006)
Finalised
Offer information
Type Description
Standard entry fee 5%
MER 1% (as at 30 Jun 2003)
Indirect Cost Ratio (ICR) 1.35% (as at 30 Jun 2005)

FAQs about the BT Lifetime Sup Emp - Russell Balanced Multi-manager

The objective of the BT Lifetime Sup Emp - Russell Balanced Multi-manager managed fund is To provide a return (before fees and tax) that exceeds the return from its benchmark when measured over the recommended minimum investment timeframe of 5 years or more.

The strategy of the BT Lifetime Sup Emp - Russell Balanced Multi-manager managed fund is Invests primarily in growth assets through a select group of managers to fulfil specialist roles in this portfolio. Asset allocation ranges (with benchmarks in brackets): Australian shares 29-35% (32%), international shares 27-33% (30%), property 5-11% (8%), Australian fixed interest 12-18% (15%), international fixed interest 7-13% (10%), cash 2-8% (5%).

The APIR code of the BT Lifetime Sup Emp - Russell Balanced Multi-manager managed fund is BTA0181AU.

BT Lifetime Sup Emp - Russell Balanced Multi-manager’s total return last month was 1.73%. This was made up of a growth return of 1.73% and an income return of 0%. These returns were calculated as at 28 Feb 2006.

BT Lifetime Sup Emp - Russell Balanced Multi-manager’s total return for the last three months was 4.54%. This was made up of a growth return of 4.54% and an income return of 0%%. These returns were calculated as at 28 Feb 2006.

BT Lifetime Sup Emp - Russell Balanced Multi-manager’s one-year total return is 14.97%. This was made up of a growth return of 14.97% and an income return of 0%. These returns were calculated as at 28 Feb 2006.

BT Lifetime Sup Emp - Russell Balanced Multi-manager’s one-year total return is 13.97%. This was made up of a growth return of 13.97% and an income return of 0%. These returns were calculated as at 28 Feb 2006.

The asset allocation of the BT Lifetime Sup Emp - Russell Balanced Multi-manager managed fund is :

Australian Equities
39.97%
International Equities
19.04%
Cash
10.96%
Property & Infrastructure
10%
Fixed Interest
20.03%
Alternatives
0%

The Responsible Entity for the BT Lifetime Sup Emp - Russell Balanced Multi-manager managed fund is BT Funds Management Ltd.

The BT Lifetime Sup Emp - Russell Balanced Multi-manager managed fund belongs to the Multisector Growth sector/asset class.

As at 28 Feb 2006, the size of the BT Lifetime Sup Emp - Russell Balanced Multi-manager managed fund was $8.21 million.

The BT Lifetime Sup Emp - Russell Balanced Multi-manager managed fund has an inception date of 1 Nov 2000.

The current entry price of the BT Lifetime Sup Emp - Russell Balanced Multi-manager managed fund is $1.3579 per unit and the current exit price is $1.3579 per unit (as at 24 Mar 2006).

The current exit price of the BT Lifetime Sup Emp - Russell Balanced Multi-manager managed fund is $1.3579 per unit and the current entry price is $1.3579 per unit (as at 24 Mar 2006).

The minimum initial investment amount for the BT Lifetime Sup Emp - Russell Balanced Multi-manager managed fund is $.

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.