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  5. BT Super Index Balanced 2 - Managed fund profile

BT Super Index Balanced 2 - Managed Fund (Closed)

Fund Objective
Aims to provide investors with predominantly moderate growth and some returns from income, which tracks the overall return of a diversified portfolio of underlying investments.
Fund Strategy
Invests in a diverse mix of assets with both incomeproducing assets (around 30%) of cash and fixed interest, and growth assets (around 70%) including shares and property.

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 0.88% 4.29% 9.7% -1.65% 3.35% 9.34% -% -%
Growth return 0.88% 4.29% 9.7% -1.65% 3.35% 9.34% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 31 Mar 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Super Index Balanced 2
Australian Equities
29.53%
International Equities
24.16%
Cash
7.42%
Property & Infrastructure
13.74%
Fixed Interest
25.15%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.27%
International Equities
35.24%
Cash
6.11%
Property & Infrastructure
6.35%
Fixed Interest
21.01%
Alternatives
4.02%

General Information

Fund Details
Type Description
BT Super Index Balanced 2
Closed
BT Funds Management Ltd
BTA2538AU
Multisector Growth
starstarstar (as at 31 Mar 2023)
Superannuation Fund
12 Mar 2019
$3.38 million (as at 31 Mar 2023)
$1.2387 (as at 31 Mar 2023)
$1.237 (as at 31 Mar 2023)
Finalised
Offer information
Type Description
MER 0.75% (as at 1 Aug 2021)
Indirect Cost Ratio (ICR) 0.87% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0
Minimum initial investment

FAQs about the BT Super Index Balanced 2

The objective of the BT Super Index Balanced 2 managed fund is Aims to provide investors with predominantly moderate growth and some returns from income, which tracks the overall return of a diversified portfolio of underlying investments.

The strategy of the BT Super Index Balanced 2 managed fund is Invests in a diverse mix of assets with both incomeproducing assets (around 30%) of cash and fixed interest, and growth assets (around 70%) including shares and property.

The APIR code of the BT Super Index Balanced 2 managed fund is BTA2538AU.

BT Super Index Balanced 2’s total return last month was 0.88%. This was made up of a growth return of 0.88% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Index Balanced 2’s total return for the last three months was 4.29%. This was made up of a growth return of 4.29% and an income return of 0%%. These returns were calculated as at 31 Mar 2023.

BT Super Index Balanced 2’s one-year total return is -1.65%. This was made up of a growth return of -1.65% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Index Balanced 2’s one-year total return is 9.34%. This was made up of a growth return of 9.34% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

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

Australian Equities
29.53%
International Equities
24.16%
Cash
7.42%
Property & Infrastructure
13.74%
Fixed Interest
25.15%
Alternatives
0%

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

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

As at 31 Mar 2023, the size of the BT Super Index Balanced 2 managed fund was $3.38 million.

The BT Super Index Balanced 2 managed fund has an inception date of 12 Mar 2019.

The current entry price of the BT Super Index Balanced 2 managed fund is $1.2387 per unit and the current exit price is $1.237 per unit (as at 31 Mar 2023).

The current exit price of the BT Super Index Balanced 2 managed fund is $1.237 per unit and the current entry price is $1.2387 per unit (as at 31 Mar 2023).

The minimum initial investment amount for the BT Super Index Balanced 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.