BT Pooled Super Trusts - Select - BT Active Conservative - Managed Fund (Closed)

Fund Objective

N/A

Fund Strategy

Invests in the Five Arrows Capital Stable Superannuation Trust with the guideline asset allocation: Australian cash 10-90%, Australian fixed interest 10-90%, international fixed interest (fully currency hedged) 0-30%, shares and listed Australian property trusts 0-27.5%.

Fund Performance Comparison

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Peers

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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.

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Fees Comparison

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	1.23%	2%	4.81%	7.23%	8.45%	7.97%	5.43%	6.32%
Growth return	1.23%	2%	4.81%	7.23%	8.45%	7.97%	5.43%	6.32%
Income return	0%	0%	0%	0%	0%	0%	0%	0%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return	0.47%	2.26%	5.93%	6.71%	9.26%	8%	4.02%	4.61%

As at 31 Dec 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Pooled Super Trusts - Select - BT Active Conservative

Australian Equities: 14%

International Equities: 8%

Cash: 16%

Property & Infrastructure: 5%

Fixed Interest: 50%

Alternatives: 7%

Average Allocation of Peers

Australian Equities: 10.72%

International Equities: 14.95%

Cash: 14.77%

Property & Infrastructure: 3.68%

Fixed Interest: 50.28%

Alternatives: 5.60%

General Information

Fund Details

Type	Description
Fund Name	BT Pooled Super Trusts - Select - BT Active Conservative (Wholesale)
Fund Status	Closed
Responsible Entity	BT Funds Management Ltd
APIR Code	RFA0502AU
Sector/Asset Class	Multisector Moderate
Morningstar Rating	Not Rated
Legal Structure	Superannuation Fund
Fund Inception	1 Jan 1992
Fund Size	n/a
Entry Price	$2.559 (as at 10 Jan 2006)
Exit Price	$2.556 (as at 10 Jan 2006)
Fund Status	Finalised

Offer information

Type	Description
MER	1% (as at 30 Jun 2003)
Indirect Cost Ratio (ICR)	0.95% (as at 30 Jun 2005)
Minimum initial investment	$50,000

FAQs about the BT Pooled Super Trusts - Select - BT Active Conservative

What is the objective of the BT Pooled Super Trusts - Select - BT Active Conservative managed fund?

The objective of the BT Pooled Super Trusts - Select - BT Active Conservative managed fund is N/A

What is the strategy for the BT Pooled Super Trusts - Select - BT Active Conservative managed fund?

The strategy of the BT Pooled Super Trusts - Select - BT Active Conservative managed fund is Invests in the Five Arrows Capital Stable Superannuation Trust with the guideline asset allocation: Australian cash 10-90%, Australian fixed interest 10-90%, international fixed interest (fully currency hedged) 0-30%, shares and listed Australian property trusts 0-27.5%.

What is the APIR code of the BT Pooled Super Trusts - Select - BT Active Conservative managed fund?

The APIR code of the BT Pooled Super Trusts - Select - BT Active Conservative managed fund is RFA0502AU.

What was BT Pooled Super Trusts - Select - BT Active Conservative’s total return last month?

BT Pooled Super Trusts - Select - BT Active Conservative’s total return last month was 1.23%. This was made up of a growth return of 1.23% and an income return of 0%. These returns were calculated as at 31 Dec 2005.

What was BT Pooled Super Trusts - Select - BT Active Conservative’s total return for the last three months?

BT Pooled Super Trusts - Select - BT Active Conservative’s total return for the last three months was 2%. This was made up of a growth return of 2% and an income return of 0%%. These returns were calculated as at 31 Dec 2005.

What is BT Pooled Super Trusts - Select - BT Active Conservative’s one-year total return?

BT Pooled Super Trusts - Select - BT Active Conservative’s one-year total return is 7.23%. This was made up of a growth return of 7.23% and an income return of 0%. These returns were calculated as at 31 Dec 2005.

What is BT Pooled Super Trusts - Select - BT Active Conservative’s three-year total return?

BT Pooled Super Trusts - Select - BT Active Conservative’s one-year total return is 7.97%. This was made up of a growth return of 7.97% and an income return of 0%. These returns were calculated as at 31 Dec 2005.

What is the asset allocation of the BT Pooled Super Trusts - Select - BT Active Conservative managed fund?

The asset allocation of the BT Pooled Super Trusts - Select - BT Active Conservative managed fund is :

Australian Equities: 14%

International Equities: 8%

Cash: 16%

Property & Infrastructure: 5%

Fixed Interest: 50%

Alternatives: 7%

Who is the responsible Entity of the BT Pooled Super Trusts - Select - BT Active Conservative managed fund?

The Responsible Entity for the BT Pooled Super Trusts - Select - BT Active Conservative managed fund is BT Funds Management Ltd.

What sector/asset class does the BT Pooled Super Trusts - Select - BT Active Conservative managed fund belong to?

The BT Pooled Super Trusts - Select - BT Active Conservative managed fund belongs to the Multisector Moderate sector/asset class.

What is the size of the BT Pooled Super Trusts - Select - BT Active Conservative managed fund?

As at 31 Aug 2006, the size of the BT Pooled Super Trusts - Select - BT Active Conservative managed fund was $ million.

What is the inception date of the BT Pooled Super Trusts - Select - BT Active Conservative managed fund?

The BT Pooled Super Trusts - Select - BT Active Conservative managed fund has an inception date of 1 Jan 1992.

What is the current entry price of the BT Pooled Super Trusts - Select - BT Active Conservative managed fund?

The current entry price of the BT Pooled Super Trusts - Select - BT Active Conservative managed fund is $2.559 per unit and the current exit price is $2.556 per unit (as at 10 Jan 2006).

What is the current exit price of the BT Pooled Super Trusts - Select - BT Active Conservative managed fund?

The current exit price of the BT Pooled Super Trusts - Select - BT Active Conservative managed fund is $2.556 per unit and the current entry price is $2.559 per unit (as at 10 Jan 2006).

What is the minimum investment amount for the BT Pooled Super Trusts - Select - BT Active Conservative managed fund?

The minimum initial investment amount for the BT Pooled Super Trusts - Select - BT Active Conservative managed fund is $50,000.

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.

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