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BT Super Antipodes Global - Super & TTR2 - Managed Fund (Closed)

Fund Objective
Aims to achieve absolute returns in excess of the benchmark over the investment cycle (typically 3-5 years).
Fund Strategy
Invests typically in a select number of attractively valued companies listed on global share markets (usually a minimum of 30 long holdings). The underlying fund will typically have net equity exposure of 50-100%. Equity shorts and currency positions may be used where Antipodes sees opportunities and also to offset specific unwanted portfolio risks and provide some protection from tail risk. Derivatives may also be used

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 3.07% 9.12% 16.59% 13.95% 5.06% 8.68% -% -%
Growth return 3.07% 9.12% 16.59% 13.95% 5.06% 8.68% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return -2.51% -6.22% -3.83% 8.14% 10.17% 16.04% 12.71% 13.19%
As at 31 Mar 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Super Antipodes Global - Super & TTR2
International Equities
100%
Australian Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
91.69%
Australian Equities
5.97%
Cash
1.87%
Property & Infrastructure
0.19%
Fixed Interest
-0.01%
Alternatives
0.29%

General Information

Fund Details
Type Description
BT Super Antipodes Global - Super & TTR2
Closed
BT Funds Management Ltd
BTA7669AU
Equity World Large Value
starstar (as at 31 Mar 2023)
Superannuation Fund
23 Jul 2018
$28.81 million (as at 31 Mar 2023)
$1.2815 (as at 31 Mar 2023)
$1.2739 (as at 31 Mar 2023)
Finalised
Offer information
Type Description
MER 0.71% (as at 30 Aug 2022)
Indirect Cost Ratio (ICR) 1.87% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0
Minimum initial investment

Top 10 holdings (as at 31 Dec 2025)

Holding (as at 31 Dec 2025) Type % of Portfolio
Amazon.com Inc Equity 4.83%
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FAQs about the BT Super Antipodes Global - Super & TTR2

The objective of the BT Super Antipodes Global - Super & TTR2 managed fund is Aims to achieve absolute returns in excess of the benchmark over the investment cycle (typically 3-5 years).

The strategy of the BT Super Antipodes Global - Super & TTR2 managed fund is Invests typically in a select number of attractively valued companies listed on global share markets (usually a minimum of 30 long holdings). The underlying fund will typically have net equity exposure of 50-100%. Equity shorts and currency positions may be used where Antipodes sees opportunities and also to offset specific unwanted portfolio risks and provide some protection from tail risk. Derivatives may also be used

The APIR code of the BT Super Antipodes Global - Super & TTR2 managed fund is BTA7669AU.

BT Super Antipodes Global - Super & TTR2’s total return last month was 3.07%. This was made up of a growth return of 3.07% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Antipodes Global - Super & TTR2’s total return for the last three months was 9.12%. This was made up of a growth return of 9.12% and an income return of 0%%. These returns were calculated as at 31 Mar 2023.

BT Super Antipodes Global - Super & TTR2’s one-year total return is 13.95%. This was made up of a growth return of 13.95% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Antipodes Global - Super & TTR2’s one-year total return is 8.68%. This was made up of a growth return of 8.68% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

The asset allocation of the BT Super Antipodes Global - Super & TTR2 managed fund is :

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

The Responsible Entity for the BT Super Antipodes Global - Super & TTR2 managed fund is BT Funds Management Ltd.

The BT Super Antipodes Global - Super & TTR2 managed fund belongs to the Equity World Large Value sector/asset class.

As at 31 Mar 2023, the size of the BT Super Antipodes Global - Super & TTR2 managed fund was $28.81 million.

The BT Super Antipodes Global - Super & TTR2 managed fund has an inception date of 23 Jul 2018.

The current entry price of the BT Super Antipodes Global - Super & TTR2 managed fund is $1.2815 per unit and the current exit price is $1.2739 per unit (as at 31 Mar 2023).

The current exit price of the BT Super Antipodes Global - Super & TTR2 managed fund is $1.2739 per unit and the current entry price is $1.2815 per unit (as at 31 Mar 2023).

The minimum initial investment amount for the BT Super Antipodes Global - Super & 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.