InvestSMART

BT Super Active Growth 2 - Managed Fund (Closed)

Fund Objective
Aims to provide high total returns (before fees and taxes) over the long term through capital growth by investing predominantly in growth assets.
Fund Strategy
Invests in a diverse mix of assets with an emphasis on the growth oriented assets of Australian and international shares (around 85%) and investment in defensive assets of cash and fixed interest (around 15%) providing some income and stability of returns.

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 0.96% 4.58% 10.51% -2.05% 2.96% 11.43% -% -%
Growth return 0.96% 4.58% 10.51% -2.05% 2.96% 11.43% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0.97% 5.51% 13.03% 13.77% 17.74% 16.6% 12.23% 10.25%
As at 31 Mar 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Super Active Growth 2
Australian Equities
32.26%
International Equities
44.51%
Cash
2.90%
Property & Infrastructure
8.41%
Fixed Interest
6.86%
Alternatives
5.05%
Average Allocation of Peers
Australian Equities
33.72%
International Equities
49.66%
Cash
2.52%
Property & Infrastructure
5.07%
Fixed Interest
5.41%
Alternatives
3.61%

General Information

Fund Details
Type Description
BT Super Active Growth 2
Closed
BT Funds Management Ltd
BTA0576AU
Multisector Aggressive
starstarstar (as at 31 Mar 2023)
Superannuation Fund
8 Feb 2019
$17.78 million (as at 31 Mar 2023)
$1.2912 (as at 31 Mar 2023)
$1.2873 (as at 31 Mar 2023)
Finalised
Offer information
Type Description
MER 0.71% (as at 30 Aug 2022)
Indirect Cost Ratio (ICR) 1.13% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0
Minimum initial investment

Top 10 holdings (as at 31 Mar 2023)

Holding (as at 31 Mar 2023) Type % of Portfolio
Advance Australia Shr Multi-Blend Mutual Fund - Open End 29.63%
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FAQs about the BT Super Active Growth 2

The objective of the BT Super Active Growth 2 managed fund is Aims to provide high total returns (before fees and taxes) over the long term through capital growth by investing predominantly in growth assets.

The strategy of the BT Super Active Growth 2 managed fund is Invests in a diverse mix of assets with an emphasis on the growth oriented assets of Australian and international shares (around 85%) and investment in defensive assets of cash and fixed interest (around 15%) providing some income and stability of returns.

The APIR code of the BT Super Active Growth 2 managed fund is BTA0576AU.

BT Super Active Growth 2’s total return last month was 0.96%. This was made up of a growth return of 0.96% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Active Growth 2’s total return for the last three months was 4.58%. This was made up of a growth return of 4.58% and an income return of 0%%. These returns were calculated as at 31 Mar 2023.

BT Super Active Growth 2’s one-year total return is -2.05%. This was made up of a growth return of -2.05% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Active Growth 2’s one-year total return is 11.43%. This was made up of a growth return of 11.43% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

The asset allocation of the BT Super Active Growth 2 managed fund is :

Australian Equities
32.26%
International Equities
44.51%
Cash
2.90%
Property & Infrastructure
8.41%
Fixed Interest
6.86%
Alternatives
5.05%

The Responsible Entity for the BT Super Active Growth 2 managed fund is BT Funds Management Ltd.

The BT Super Active Growth 2 managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Mar 2023, the size of the BT Super Active Growth 2 managed fund was $17.78 million.

The BT Super Active Growth 2 managed fund has an inception date of 8 Feb 2019.

The current entry price of the BT Super Active Growth 2 managed fund is $1.2912 per unit and the current exit price is $1.2873 per unit (as at 31 Mar 2023).

The current exit price of the BT Super Active Growth 2 managed fund is $1.2873 per unit and the current entry price is $1.2912 per unit (as at 31 Mar 2023).

The minimum initial investment amount for the BT Super Active Growth 2 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.