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  5. BT Super Index Growth 2 - Managed fund profile

BT Super Index Growth 2 - Managed Fund (Closed)

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 0.5% 4.43% 10.84% -1.77% 4.65% -% -% -%
Growth return 0.5% 4.43% 10.84% -1.77% 4.65% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
As at 31 Mar 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Super Index Growth 2
Australian Equities
35.58%
International Equities
28.82%
Cash
7.24%
Property & Infrastructure
16.99%
Fixed Interest
11.38%

General Information

Fund Details
Type Description
BT Super Index Growth 2
Closed
BT Funds Management Ltd
Not Rated
Unknown
20 Oct 2020
$0 million (as at 30 Apr 2023)
$1.2242 (as at 31 Mar 2023)
$1.2222 (as at 31 Mar 2023)
Finalised
Offer information
Type Description
MER 0.80% (as at 1 Aug 2021)
Minimum initial investment

FAQs about the BT Super Index Growth 2

The objective of the BT Super Index Growth 2 managed fund is

The strategy of the BT Super Index Growth 2 managed fund is

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

BT Super Index Growth 2’s total return last month was 0.5%. This was made up of a growth return of 0.5% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Index Growth 2’s total return for the last three months was 4.43%. This was made up of a growth return of 4.43% and an income return of 0%%. These returns were calculated as at 31 Mar 2023.

BT Super Index Growth 2’s one-year total return is -1.77%. This was made up of a growth return of -1.77% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

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

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

Australian Equities
35.58%
International Equities
28.82%
Cash
7.24%
Property & Infrastructure
16.99%
Fixed Interest
11.38%

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

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

The BT Super Index Growth 2 managed fund has an inception date of 20 Oct 2020.

The current entry price of the BT Super Index Growth 2 managed fund is $1.2242 per unit and the current exit price is $1.2222 per unit (as at 31 Mar 2023).

The current exit price of the BT Super Index Growth 2 managed fund is $1.2222 per unit and the current entry price is $1.2242 per unit (as at 31 Mar 2023).

The minimum initial investment amount for the BT Super Index 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.