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  5. BT Super for Life - Pendal Core Australian Shares 2 - Managed fund profile

BT Super for Life - Pendal Core Australian Shares 2 - Managed Fund (Closed)

Fund Objective
Aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 Accumulation Index over the medium to long term.
Fund Strategy
Invests in Australian shares based on Pendal's core investment style, and aims to add value through active stock selection and fundamental company research. Pendal's core investment style is to select stocks based on its assessment of their long term worth and ability to outperform the market, without being restricted by a growth or value bias. Pendal's fundamental company research focuses on valuation, franchise, management quality and risk factors (both financial and non-financial risk).

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 0.58% 4.71% 12.77% 1.25% 7.49% 17.92% -% -%
Growth return 0.58% 4.71% 12.77% 1.25% 7.49% 17.92% -% -%
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

BT Super for Life - Pendal Core Australian Shares 2
Australian Equities
98.53%
Cash
1.48%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.73%
Cash
-0.80%
International Equities
4.83%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
BT Super for Life - Pendal Core Australian Shares 2
Closed
BT Funds Management Ltd
BTA5948AU
Equity Australia Large Blend
starstarstarstarstar (as at 31 Mar 2023)
Superannuation Fund
15 Apr 2019
$43.69 million (as at 31 Mar 2023)
$1.4063 (as at 31 Mar 2023)
$1.3993 (as at 31 Mar 2023)
Finalised
Offer information
Type Description
MER 1.26% (as at 1 Aug 2021)
Indirect Cost Ratio (ICR) 1.26% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0
Minimum initial investment

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025) Type % of Portfolio
Bt Invest Mgnt Mutual Fund - Open End 11.43%
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FAQs about the BT Super for Life - Pendal Core Australian Shares 2

The objective of the BT Super for Life - Pendal Core Australian Shares 2 managed fund is Aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 Accumulation Index over the medium to long term.

The strategy of the BT Super for Life - Pendal Core Australian Shares 2 managed fund is Invests in Australian shares based on Pendal's core investment style, and aims to add value through active stock selection and fundamental company research. Pendal's core investment style is to select stocks based on its assessment of their long term worth and ability to outperform the market, without being restricted by a growth or value bias. Pendal's fundamental company research focuses on valuation, franchise, management quality and risk factors (both financial and non-financial risk).

The APIR code of the BT Super for Life - Pendal Core Australian Shares 2 managed fund is BTA5948AU.

BT Super for Life - Pendal Core Australian Shares 2’s total return last month was 0.58%. This was made up of a growth return of 0.58% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super for Life - Pendal Core Australian Shares 2’s total return for the last three months was 4.71%. This was made up of a growth return of 4.71% and an income return of 0%%. These returns were calculated as at 31 Mar 2023.

BT Super for Life - Pendal Core Australian Shares 2’s one-year total return is 1.25%. This was made up of a growth return of 1.25% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super for Life - Pendal Core Australian Shares 2’s one-year total return is 17.92%. This was made up of a growth return of 17.92% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

The asset allocation of the BT Super for Life - Pendal Core Australian Shares 2 managed fund is :

Australian Equities
98.53%
Cash
1.48%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Super for Life - Pendal Core Australian Shares 2 managed fund is BT Funds Management Ltd.

The BT Super for Life - Pendal Core Australian Shares 2 managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Mar 2023, the size of the BT Super for Life - Pendal Core Australian Shares 2 managed fund was $43.69 million.

The BT Super for Life - Pendal Core Australian Shares 2 managed fund has an inception date of 15 Apr 2019.

The current entry price of the BT Super for Life - Pendal Core Australian Shares 2 managed fund is $1.4063 per unit and the current exit price is $1.3993 per unit (as at 31 Mar 2023).

The current exit price of the BT Super for Life - Pendal Core Australian Shares 2 managed fund is $1.3993 per unit and the current entry price is $1.4063 per unit (as at 31 Mar 2023).

The minimum initial investment amount for the BT Super for Life - Pendal Core Australian Shares 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.