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  5. BT Super 1960s Lifestage1 - Managed fund profile

BT Super 1960s Lifestage1 - Managed Fund (Closed)

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 1.28% 4.69% 9.19% -0.31% 2.38% 8.53% -% -%
Growth return 1.28% 4.69% 9.19% -0.31% 2.38% 8.53% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 31 Mar 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
4.02%
Australian Equities
27.27%
International Equities
35.24%
Cash
6.11%
Property & Infrastructure
6.35%
Fixed Interest
21.01%

General Information

Fund Details
Type Description
BT Super 1960s Lifestage1
Closed
BT Funds Management Ltd
BTA5173AU
Multisector Life Stages ? 1960s
starstarstar (as at 31 Mar 2023)
Superannuation Fund
23 Jul 2018
$5.7 million (as at 31 Mar 2023)
$1.2434 (as at 31 Mar 2023)
$1.2394 (as at 31 Mar 2023)
Finalised
Offer information
Type Description
MER 0.85% (as at 30 Nov 2022)
Indirect Cost Ratio (ICR) 0.96% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0.01
Minimum initial investment

FAQs about the BT Super 1960s Lifestage1

The objective of the BT Super 1960s Lifestage1 managed fund is

The strategy of the BT Super 1960s Lifestage1 managed fund is

The APIR code of the BT Super 1960s Lifestage1 managed fund is BTA5173AU.

BT Super 1960s Lifestage1’s total return last month was 1.28%. This was made up of a growth return of 1.28% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super 1960s Lifestage1’s total return for the last three months was 4.69%. This was made up of a growth return of 4.69% and an income return of 0%%. These returns were calculated as at 31 Mar 2023.

BT Super 1960s Lifestage1’s one-year total return is -0.31%. This was made up of a growth return of -0.31% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super 1960s Lifestage1’s one-year total return is 8.53%. This was made up of a growth return of 8.53% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

The asset allocation of the BT Super 1960s Lifestage1 managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Responsible Entity for the BT Super 1960s Lifestage1 managed fund is BT Funds Management Ltd.

The BT Super 1960s Lifestage1 managed fund belongs to the Multisector Life Stages ? 1960s sector/asset class.

As at 31 Mar 2023, the size of the BT Super 1960s Lifestage1 managed fund was $5.7 million.

The BT Super 1960s Lifestage1 managed fund has an inception date of 23 Jul 2018.

The current entry price of the BT Super 1960s Lifestage1 managed fund is $1.2434 per unit and the current exit price is $1.2394 per unit (as at 31 Mar 2023).

The current exit price of the BT Super 1960s Lifestage1 managed fund is $1.2394 per unit and the current entry price is $1.2434 per unit (as at 31 Mar 2023).

The minimum initial investment amount for the BT Super 1960s Lifestage1 managed fund 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.