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  5. BT Super Index Australian Shares 2 - Managed fund profile

BT Super Index Australian Shares 2 - Managed Fund (Closed)

Fund Objective
Aims to provide long term capital growth from a diversified portfolio of Australian shares with a total investment return (before fees and taxes) that tracks the benchmark.
Fund Strategy
Invests predominantly in a wide range of Australian shares listed, or expected to be listed, on the Australian Securities Exchange which are included in the benchmark.

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 -0.1% 3.59% 12.94% 1.61% 8.65% 17.51% -% -%
Growth return -0.1% 3.59% 12.94% 1.61% 8.65% 17.51% -% -%
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
93.73%
International Equities
4.83%
Cash
-0.80%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
BT Super Index Australian Shares 2
Closed
BT Funds Management Ltd
BTA7951AU
Equity Australia Large Blend
starstarstarstar (as at 31 Mar 2023)
Superannuation Fund
5 Jun 2019
$0 million (as at 30 Apr 2023)
$1.3688 (as at 31 Mar 2023)
$1.3666 (as at 31 Mar 2023)
Finalised
Offer information
Type Description
MER 0.75% (as at 1 Aug 2021)
Indirect Cost Ratio (ICR) 0.75% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0
Minimum initial investment

FAQs about the BT Super Index Australian Shares 2

The objective of the BT Super Index Australian Shares 2 managed fund is Aims to provide long term capital growth from a diversified portfolio of Australian shares with a total investment return (before fees and taxes) that tracks the benchmark.

The strategy of the BT Super Index Australian Shares 2 managed fund is Invests predominantly in a wide range of Australian shares listed, or expected to be listed, on the Australian Securities Exchange which are included in the benchmark.

The APIR code of the BT Super Index Australian Shares 2 managed fund is BTA7951AU.

BT Super Index Australian Shares 2’s total return last month was -0.1%. This was made up of a growth return of -0.1% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Index Australian Shares 2’s total return for the last three months was 3.59%. This was made up of a growth return of 3.59% and an income return of 0%%. These returns were calculated as at 31 Mar 2023.

BT Super Index Australian Shares 2’s one-year total return is 1.61%. This was made up of a growth return of 1.61% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Index Australian Shares 2’s one-year total return is 17.51%. This was made up of a growth return of 17.51% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

The asset allocation of the BT Super Index Australian Shares 2 managed fund is :

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

The Responsible Entity for the BT Super Index Australian Shares 2 managed fund is BT Funds Management Ltd.

The BT Super Index Australian Shares 2 managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Apr 2023, the size of the BT Super Index Australian Shares 2 managed fund was $0 million.

The BT Super Index Australian Shares 2 managed fund has an inception date of 5 Jun 2019.

The current entry price of the BT Super Index Australian Shares 2 managed fund is $1.3688 per unit and the current exit price is $1.3666 per unit (as at 31 Mar 2023).

The current exit price of the BT Super Index Australian Shares 2 managed fund is $1.3666 per unit and the current entry price is $1.3688 per unit (as at 31 Mar 2023).

The minimum initial investment amount for the BT Super Index 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.