InvestSMART

BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt - Managed Fund (Closed)

Fund Objective
To provide capital growth over the long-term. The Manager aims to outperform the MSCI World (ex-Australia) Accumulation Index over the long-term. Suggested investment period is 5 years-plus.
Fund Strategy
The fund seeks to invest in shares of international companies with less than 10% in cash. Asset ranges: international shares 75-100%, cash 0-25%.

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 2.6% 9.22% 10.1% 19.55% 12.5% 9.76% -% -%
Growth return 2.6% 9.22% 10.1% 19.55% 12.5% 9.76% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 1.99% 6.14% 12.44% 23.03% 23.12% 22.63% 16.27% 13.14%
As at 31 Jan 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt
International Equities
95.91%
Cash
4.09%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.50%
Cash
1.78%
Australian Equities
1.42%
Property & Infrastructure
1.16%
Fixed Interest
0%
Alternatives
0.15%

General Information

Fund Details
Type Description
BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt (Wholesale)
Closed
BT Funds Management No.2 Limited
RFA0122AU
Equity World Large Blend
Not Rated
Superannuation Fund
4 Oct 2001
n/a
n/a
$0.956 (as at 20 Feb 2006)
Finalised
Offer information
Type Description
MER 1.29% (as at 30 Jun 2003)
Indirect Cost Ratio (ICR) 1.35% (as at 30 Jun 2005)
Minimum initial investment $50,000

Top 10 holdings (as at 31 Aug 2025)

Holding (as at 31 Aug 2025) Type % of Portfolio
Bank of Nova Scotia Equity 5.06%
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FAQs about the BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt

The objective of the BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt managed fund is To provide capital growth over the long-term. The Manager aims to outperform the MSCI World (ex-Australia) Accumulation Index over the long-term. Suggested investment period is 5 years-plus.

The strategy of the BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt managed fund is The fund seeks to invest in shares of international companies with less than 10% in cash. Asset ranges: international shares 75-100%, cash 0-25%.

The APIR code of the BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt managed fund is RFA0122AU.

BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt’s total return last month was 2.6%. This was made up of a growth return of 2.6% and an income return of 0%. These returns were calculated as at 31 Jan 2006.

BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt’s total return for the last three months was 9.22%. This was made up of a growth return of 9.22% and an income return of 0%%. These returns were calculated as at 31 Jan 2006.

BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt’s one-year total return is 19.55%. This was made up of a growth return of 19.55% and an income return of 0%. These returns were calculated as at 31 Jan 2006.

BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt’s one-year total return is 9.76%. This was made up of a growth return of 9.76% and an income return of 0%. These returns were calculated as at 31 Jan 2006.

The asset allocation of the BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt managed fund is :

International Equities
95.91%
Cash
4.09%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt managed fund is BT Funds Management No.2 Limited.

The BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt managed fund belongs to the Equity World Large Blend sector/asset class.

As at 28 Feb 2015, the size of the BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt managed fund was $ million.

The BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt managed fund has an inception date of 4 Oct 2001.

The current entry price of the BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt managed fund is $ per unit and the current exit price is $0.956 per unit (as at 20 Feb 2006).

The current exit price of the BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt managed fund is $0.956 per unit and the current entry price is $ per unit (as at 20 Feb 2006).

The minimum initial investment amount for the BT Pooled Super Trusts - Select BT Core Global Shares Tax Exempt 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.