Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
| 1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
| Total return | 3.38% | 6.98% | 8.35% | 15.03% | 19.87% | 18.48% | 14.95% | -% |
| Growth return | 3.38% | 6.98% | 8.35% | 15.03% | 19.87% | 18.48% | 14.95% | -% |
| Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | -% |
|
Market index (S&P/ASX 200 A-REIT TR)
|
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| Total return | -11.21% | -16.63% | -17.8% | -2.26% | -3.86% | 8.08% | 5.05% | 5.31% |
| Type | Description |
| BT Pooled Super Trusts - Select - BT Property Tax Exempt (Wholesale) | |
| Closed | |
| RFA0104AU | |
| Equity Australia Real Estate | |
| Not Rated | |
| Superannuation Fund | |
| 14 Jan 2000 | |
| n/a | |
| n/a | |
| $2.1855 (as at 28 Feb 2006) | |
| Finalised |
| Type | Description |
| MER | 1.17% (as at 30 Jun 2003) |
| Indirect Cost Ratio (ICR) | 1.03% (as at 30 Jun 2005) |
| Minimum initial investment | $50,000 |
| Holding (as at 31 Dec 2025) | Type | % of Portfolio |
| Goodman Group | Equity - REIT | 33.81% |
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The objective of the BT Pooled Super Trusts - Select - BT Property Tax Exempt managed fund is The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 A-REIT Accumulation Index over the medium to long term.
The strategy of the BT Pooled Super Trusts - Select - BT Property Tax Exempt managed fund is This Fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of primarily Australian listed property securities and are prepared to accept higher variability of returns. The Fund invests in property securities including listed property trusts, developers and infrastructure investments. The Fund invests primarily in Australia but at times it may have some overseas exposure. Up to 15% of the Fund can be invested in international listed property securities.
The APIR code of the BT Pooled Super Trusts - Select - BT Property Tax Exempt managed fund is RFA0104AU.
BT Pooled Super Trusts - Select - BT Property Tax Exempt’s total return last month was 3.38%. This was made up of a growth return of 3.38% and an income return of 0%. These returns were calculated as at 28 Feb 2006.
BT Pooled Super Trusts - Select - BT Property Tax Exempt’s total return for the last three months was 6.98%. This was made up of a growth return of 6.98% and an income return of 0%%. These returns were calculated as at 28 Feb 2006.
BT Pooled Super Trusts - Select - BT Property Tax Exempt’s one-year total return is 15.03%. This was made up of a growth return of 15.03% and an income return of 0%. These returns were calculated as at 28 Feb 2006.
BT Pooled Super Trusts - Select - BT Property Tax Exempt’s one-year total return is 18.48%. This was made up of a growth return of 18.48% and an income return of 0%. These returns were calculated as at 28 Feb 2006.
The asset allocation of the BT Pooled Super Trusts - Select - BT Property Tax Exempt managed fund is :
The BT Pooled Super Trusts - Select - BT Property Tax Exempt managed fund belongs to the Equity Australia Real Estate sector/asset class.
As at 30 Jun 2015, the size of the BT Pooled Super Trusts - Select - BT Property Tax Exempt managed fund was $ million.
The BT Pooled Super Trusts - Select - BT Property Tax Exempt managed fund has an inception date of 14 Jan 2000.
The current entry price of the BT Pooled Super Trusts - Select - BT Property Tax Exempt managed fund is $ per unit and the current exit price is $2.1855 per unit (as at 28 Feb 2006).
The current exit price of the BT Pooled Super Trusts - Select - BT Property Tax Exempt managed fund is $2.1855 per unit and the current entry price is $ per unit (as at 28 Feb 2006).
The minimum initial investment amount for the BT Pooled Super Trusts - Select - BT Property 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.