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BT Retirement Selection - Personal Super Plan - Future Goals - Managed Fund (Closed)

Fund Objective
To provide a return (before fees and taxes) that exceeds the return from its benchmark over the recommended investment timeframe.
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 growth assets.

Fund Performance Comparison

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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

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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 1.1% 7.07% -1.34% 3.56% 5.43% 6.95% 6.45% 7.94%
Growth return 1.1% 7.07% -1.34% 3.56% 5.43% 6.95% 6.45% 7.94%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 1.8% 5.06% 13.99% 15.82% 20.4% 15.18% 12.58% 9.92%
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 - Future Goals
Australian Equities
31.09%
International Equities
42.26%
Cash
0.46%
Property & Infrastructure
4.05%
Fixed Interest
9.77%
Alternatives
12.37%
Average Allocation of Peers
Australian Equities
34.12%
International Equities
49.52%
Cash
2.56%
Property & Infrastructure
4.88%
Fixed Interest
5.20%
Alternatives
3.72%

General Information

Fund Details
Type Description
BT Retirement Selection - Personal Super Plan - Future Goals
Closed
Westpac Financial Services Limited
BTA0067AU
Multisector Aggressive
starstar (as at 31 Mar 2019)
Superannuation Fund
1 Sep 1998
$11.08 million (as at 31 Mar 2019)
n/a
$2.781 (as at 12 Apr 2019)
Finalised
Offer information
Type Description
MER 2.18% (as at 30 Jun 2002)
Indirect Cost Ratio (ICR) 2.12% (as at 30 Jun 2015)
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Sep 2025)

Holding (as at 30 Sep 2025) Type % of Portfolio
BHP Group Ltd Equity 3.35%
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FAQs about the BT Retirement Selection - Personal Super Plan - Future Goals

The objective of the BT Retirement Selection - Personal Super Plan - Future Goals managed fund is To provide a return (before fees and taxes) that exceeds the return from its benchmark over the recommended investment timeframe.

The strategy of the BT Retirement Selection - Personal Super Plan - Future Goals 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 growth assets.

The APIR code of the BT Retirement Selection - Personal Super Plan - Future Goals managed fund is BTA0067AU.

BT Retirement Selection - Personal Super Plan - Future Goals’s total return last month was 1.1%. This was made up of a growth return of 1.1% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Retirement Selection - Personal Super Plan - Future Goals’s total return for the last three months was 7.07%. This was made up of a growth return of 7.07% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.

BT Retirement Selection - Personal Super Plan - Future Goals’s one-year total return is 3.56%. This was made up of a growth return of 3.56% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Retirement Selection - Personal Super Plan - Future Goals’s one-year total return is 6.95%. This was made up of a growth return of 6.95% 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 - Future Goals managed fund is :

Australian Equities
31.09%
International Equities
42.26%
Cash
0.46%
Property & Infrastructure
4.05%
Fixed Interest
9.77%
Alternatives
12.37%

The Responsible Entity for the BT Retirement Selection - Personal Super Plan - Future Goals managed fund is Westpac Financial Services Limited.

The BT Retirement Selection - Personal Super Plan - Future Goals managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Mar 2019, the size of the BT Retirement Selection - Personal Super Plan - Future Goals managed fund was $11.08 million.

The BT Retirement Selection - Personal Super Plan - Future Goals managed fund has an inception date of 1 Sep 1998.

The current entry price of the BT Retirement Selection - Personal Super Plan - Future Goals managed fund is $ per unit and the current exit price is $2.781 per unit (as at 12 Apr 2019).

The current exit price of the BT Retirement Selection - Personal Super Plan - Future Goals managed fund is $2.781 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 - Future Goals managed fund is $5,000. Minimum additional investment is $0.

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.