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  5. BT Super Active Global Property Spr & TTR2 - Managed fund profile

BT Super Active Global Property 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 in a wide range of property securities listed, or expected to be listed, on major world stock exchanges which derive the bulk of their income from property rental income and/or development as well as infrastructure securities. Effectively this strategy provides the listed equivalent of direct property ownership. Typically hedged back into Australian dollars.

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 -1.27% 3.18% 5.37% -20.8% -5.33% 5.38% -% -%
Growth return -1.27% 3.18% 5.37% -20.8% -5.33% 5.38% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Total return -0.66% -3.15% 4.21% 14.82% 13.19% 16.95% 16.58% 7.77%
As at 31 Mar 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Super Active Global Property Spr & TTR2
Australian Equities
0.88%
International Equities
25.37%
Cash
4.11%
Property & Infrastructure
69.63%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
1.36%
International Equities
13.33%
Cash
2.48%
Property & Infrastructure
82.77%
Fixed Interest
0.05%
Alternatives
0.01%

General Information

Fund Details
Type Description
BT Super Active Global Property Spr & TTR2
Closed
BT Funds Management Ltd
BTA4584AU
Equity Global Real Estate
starstarstar (as at 31 Mar 2023)
Superannuation Fund
23 Jul 2018
$6.89 million (as at 31 Mar 2023)
$1.1154 (as at 31 Mar 2023)
$1.1087 (as at 31 Mar 2023)
Finalised
Offer information
Type Description
MER 1.65% (as at 30 Sep 2022)
Indirect Cost Ratio (ICR) 1.27% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0
Minimum initial investment

Top 10 holdings (as at 28 Feb 2023)

Holding (as at 28 Feb 2023) Type % of Portfolio
Prologis Inc Equity - REIT 5.27%
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FAQs about the BT Super Active Global Property Spr & TTR2

The objective of the BT Super Active Global Property 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.

The strategy of the BT Super Active Global Property Spr & TTR2 managed fund is Invests in a wide range of property securities listed, or expected to be listed, on major world stock exchanges which derive the bulk of their income from property rental income and/or development as well as infrastructure securities. Effectively this strategy provides the listed equivalent of direct property ownership. Typically hedged back into Australian dollars.

The APIR code of the BT Super Active Global Property Spr & TTR2 managed fund is BTA4584AU.

BT Super Active Global Property Spr & TTR2’s total return last month was -1.27%. This was made up of a growth return of -1.27% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Active Global Property Spr & TTR2’s total return for the last three months was 3.18%. This was made up of a growth return of 3.18% and an income return of 0%%. These returns were calculated as at 31 Mar 2023.

BT Super Active Global Property Spr & TTR2’s one-year total return is -20.8%. This was made up of a growth return of -20.8% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Active Global Property Spr & TTR2’s one-year total return is 5.38%. This was made up of a growth return of 5.38% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

The asset allocation of the BT Super Active Global Property Spr & TTR2 managed fund is :

Australian Equities
0.88%
International Equities
25.37%
Cash
4.11%
Property & Infrastructure
69.63%
Fixed Interest
0%
Alternatives
0%

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

The BT Super Active Global Property Spr & TTR2 managed fund belongs to the Equity Global Real Estate sector/asset class.

As at 31 Mar 2023, the size of the BT Super Active Global Property Spr & TTR2 managed fund was $6.89 million.

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

The current entry price of the BT Super Active Global Property Spr & TTR2 managed fund is $1.1154 per unit and the current exit price is $1.1087 per unit (as at 31 Mar 2023).

The current exit price of the BT Super Active Global Property Spr & TTR2 managed fund is $1.1087 per unit and the current entry price is $1.1154 per unit (as at 31 Mar 2023).

The minimum initial investment amount for the BT Super Active Global Property 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.