InvestSMART

BT Retirement Selection - Personal Super Plan - Conservative Outlook - Managed Fund (Closed)

Fund Objective
Aims to provide an overall return (before fees and taxes) that exceeds the return from its benchmark, when measured over the minimum suggested investment timeframe of 3 years.
Fund Strategy
The underlying fund is an actively managed diversified portfolio that invests in shares, property securities, fixed interest, cash and alternative investments. It has a significant weighting towards defensive assets.

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 1.19% 3.59% 1.06% 1.8% 2.19% 2.35% 3.55% 4.85%
Growth return 1.19% 3.59% 1.06% 1.8% 2.19% 2.35% 3.55% 4.85%
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 Mar 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Retirement Selection - Personal Super Plan - Conservative Outlook
Australian Equities
8.92%
International Equities
15.15%
Cash
13.07%
Property & Infrastructure
4.13%
Fixed Interest
46.18%
Alternatives
12.55%
Average Allocation of Peers
Australian Equities
10.78%
International Equities
15.07%
Cash
14.56%
Property & Infrastructure
3.69%
Fixed Interest
50.33%
Alternatives
5.56%

General Information

Fund Details
Type Description
BT Retirement Selection - Personal Super Plan - Conservative Outlook
Closed
BT Funds Management Ltd
BTA0402AU
Multisector Moderate
starstarstar (as at 31 Mar 2019)
Superannuation Fund
1 Mar 1991
$18.71 million (as at 31 Mar 2019)
n/a
$3.8116 (as at 12 Apr 2019)
Finalised
Offer information
Type Description
Standard entry fee 3%
Indirect Cost Ratio (ICR) 2.12% (as at 30 Jun 2015)
Minimum initial investment $2,000.00
Minimum additional investments $1,000.00

Top 10 holdings (as at 30 Sep 2025)

Holding (as at 30 Sep 2025) Type % of Portfolio
Perpetual Global Allocation Alpha Mutual Fund - Open End 4.62%
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FAQs about the BT Retirement Selection - Personal Super Plan - Conservative Outlook

The objective of the BT Retirement Selection - Personal Super Plan - Conservative Outlook managed fund is Aims to provide an overall return (before fees and taxes) that exceeds the return from its benchmark, when measured over the minimum suggested investment timeframe of 3 years.

The strategy of the BT Retirement Selection - Personal Super Plan - Conservative Outlook managed fund is The underlying fund is an actively managed diversified portfolio that invests in shares, property securities, fixed interest, cash and alternative investments. It has a significant weighting towards defensive assets.

The APIR code of the BT Retirement Selection - Personal Super Plan - Conservative Outlook managed fund is BTA0402AU.

BT Retirement Selection - Personal Super Plan - Conservative Outlook’s total return last month was 1.19%. This was made up of a growth return of 1.19% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Retirement Selection - Personal Super Plan - Conservative Outlook’s total return for the last three months was 3.59%. This was made up of a growth return of 3.59% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.

BT Retirement Selection - Personal Super Plan - Conservative Outlook’s one-year total return is 1.8%. This was made up of a growth return of 1.8% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Retirement Selection - Personal Super Plan - Conservative Outlook’s one-year total return is 2.35%. This was made up of a growth return of 2.35% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

The asset allocation of the BT Retirement Selection - Personal Super Plan - Conservative Outlook managed fund is :

Australian Equities
8.92%
International Equities
15.15%
Cash
13.07%
Property & Infrastructure
4.13%
Fixed Interest
46.18%
Alternatives
12.55%

The Responsible Entity for the BT Retirement Selection - Personal Super Plan - Conservative Outlook managed fund is BT Funds Management Ltd.

The BT Retirement Selection - Personal Super Plan - Conservative Outlook managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Mar 2019, the size of the BT Retirement Selection - Personal Super Plan - Conservative Outlook managed fund was $18.71 million.

The BT Retirement Selection - Personal Super Plan - Conservative Outlook managed fund has an inception date of 1 Mar 1991.

The current entry price of the BT Retirement Selection - Personal Super Plan - Conservative Outlook managed fund is $ per unit and the current exit price is $3.8116 per unit (as at 12 Apr 2019).

The current exit price of the BT Retirement Selection - Personal Super Plan - Conservative Outlook managed fund is $3.8116 per unit and the current entry price is $ per unit (as at 12 Apr 2019).

The minimum initial investment amount for the BT Retirement Selection - Personal Super Plan - Conservative Outlook managed fund is $2,000. Minimum additional investment is $1000.

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.