BT Super Active Australian Shares Spr & TTR2 - Managed Fund (Closed)

Fund Objective

Aims to provide investors with a total investment return (before fees and taxes) that outperforms the benchmark over periods of five years or longer.

Fund Strategy

Invests predominantly in a wide range of Australian shares listed, or expected to be listed, on the Australian Securities Exchange.

Fund Performance Comparison

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Peers

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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

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-0.11%	3.63%	11.78%	0.98%	6.87%	16.42%	-%	-%
Growth return	-0.11%	3.63%	11.78%	0.98%	6.87%	16.42%	-%	-%
Income return	0%	0%	0%	0%	0%	0%	-%	-%
Market index (S&P/ASX 200 TR AUD)
Total return	3.1%	7.03%	11.65%	14.74%	14.82%	13.04%	12.32%	9.87%

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

Australian Equities: 93.70%

International Equities: 4.83%

Cash: -0.81%

Property & Infrastructure: 1.44%

Fixed Interest: 0.26%

Alternatives: 0.58%

General Information

Fund Details

Type	Description
Fund Name	BT Super Active Australian Shares Spr & TTR2
Fund Status	Closed
Responsible Entity	BT Funds Management Ltd
APIR Code	BTA9311AU
Sector/Asset Class	Equity Australia Large Blend
Morningstar Rating	(as at 31 Mar 2023)
Legal Structure	Superannuation Fund
Fund Inception	23 Jul 2018
Fund Size	$275.29 million (as at 31 Mar 2023)
Entry Price	$1.3398 (as at 31 Mar 2023)
Exit Price	$1.3318 (as at 31 Mar 2023)
Fund Status	Finalised

Offer information

Type	Description
MER	1.73% (as at 30 Nov 2022)
Indirect Cost Ratio (ICR)	1.25% (as at 30 Jun 2021)
Performance fee (not included in ICR)	0
Minimum initial investment

FAQs about the BT Super Active Australian Shares Spr & TTR2

What is the objective of the BT Super Active Australian Shares Spr & TTR2 managed fund?

The objective of the BT Super Active Australian Shares Spr & TTR2 managed fund is Aims to provide investors with a total investment return (before fees and taxes) that outperforms the benchmark over periods of five years or longer.

What is the strategy for the BT Super Active Australian Shares Spr & TTR2 managed fund?

The strategy of the BT Super Active Australian Shares Spr & TTR2 managed fund is Invests predominantly in a wide range of Australian shares listed, or expected to be listed, on the Australian Securities Exchange.

What is the APIR code of the BT Super Active Australian Shares Spr & TTR2 managed fund?

The APIR code of the BT Super Active Australian Shares Spr & TTR2 managed fund is BTA9311AU.

What was BT Super Active Australian Shares Spr & TTR2’s total return last month?

BT Super Active Australian Shares Spr & TTR2’s total return last month was -0.11%. This was made up of a growth return of -0.11% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

What was BT Super Active Australian Shares Spr & TTR2’s total return for the last three months?

BT Super Active Australian Shares Spr & TTR2’s total return for the last three months was 3.63%. This was made up of a growth return of 3.63% and an income return of 0%%. These returns were calculated as at 31 Mar 2023.

What is BT Super Active Australian Shares Spr & TTR2’s one-year total return?

BT Super Active Australian Shares Spr & TTR2’s one-year total return is 0.98%. This was made up of a growth return of 0.98% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

What is BT Super Active Australian Shares Spr & TTR2’s three-year total return?

BT Super Active Australian Shares Spr & TTR2’s one-year total return is 16.42%. This was made up of a growth return of 16.42% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

What is the asset allocation of the BT Super Active Australian Shares Spr & TTR2 managed fund?

The asset allocation of the BT Super Active Australian Shares Spr & TTR2 managed fund is :

Australian Equities: 100%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the BT Super Active Australian Shares Spr & TTR2 managed fund?

The Responsible Entity for the BT Super Active Australian Shares Spr & TTR2 managed fund is BT Funds Management Ltd.

What sector/asset class does the BT Super Active Australian Shares Spr & TTR2 managed fund belong to?

The BT Super Active Australian Shares Spr & TTR2 managed fund belongs to the Equity Australia Large Blend sector/asset class.

What is the size of the BT Super Active Australian Shares Spr & TTR2 managed fund?

As at 31 Mar 2023, the size of the BT Super Active Australian Shares Spr & TTR2 managed fund was $275.29 million.

What is the inception date of the BT Super Active Australian Shares Spr & TTR2 managed fund?

The BT Super Active Australian Shares Spr & TTR2 managed fund has an inception date of 23 Jul 2018.

What is the current entry price of the BT Super Active Australian Shares Spr & TTR2 managed fund?

The current entry price of the BT Super Active Australian Shares Spr & TTR2 managed fund is $1.3398 per unit and the current exit price is $1.3318 per unit (as at 31 Mar 2023).

What is the current exit price of the BT Super Active Australian Shares Spr & TTR2 managed fund?

The current exit price of the BT Super Active Australian Shares Spr & TTR2 managed fund is $1.3318 per unit and the current entry price is $1.3398 per unit (as at 31 Mar 2023).

What is the minimum investment amount for the BT Super Active Australian Shares Spr & TTR2 managed fund?

The minimum initial investment amount for the BT Super Active Australian Shares Spr & TTR2 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.

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