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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
BT Australian Share Retail BTA0021AU starstarstarstar Equity Australia Large Blend 1.86% 24.85% 7.74%
BT Classic Investment Funds - Active Balanced NE RFA0021AU starstarstar Multisector Growth 1.13% 17.10% 5.09%
BT Classic Investment Funds - Core Australian Shares RFA0011AU starstarstar Equity Australia Large Blend 1.78% 24.45% 7.39%
BT Classic Investment Funds - Split Growth BTA0012AU starstarstar Multisector Aggressive 2.70% 18.34% 5.72%
BT Imputation Shares Retail RFA0019AU starstarstar Equity Australia Large Blend 2.47% 24.49% 7.88%
BT Smaller Companies Retail RFA0012AU starstarstarstar Equity Australia Mid/Small Blend 3.94% 32.36% 5.53%
Pendal Active Balanced RFA0815AU starstarstar Multisector Growth 1.14% 16.91% 5.00%
BT Active Balanced Retail (Closed) RFA0020AU starstarstar Multisector Growth -1.10% 10.13% 6.80%
BT App Deposit Investment (Closed) RFA0603AU starstarstar Multisector Growth 2.47% 6.49% -0.79%
BT Classic Investment Funds - Diversified Shares NE (Closed) RFA0024AU starstarstar Multisector Aggressive -9.36% -8.87% 3.21%
BT Classic Investment Funds - Fund - BT Select Australian Shares (Closed) BTA0064AU starstarstarstar Equity Australia Large Blend 5.26% 16.56% 7.61%
BT Classic Investment Funds - Select Australian Shares (Closed) BTA0171AU starstarstarstar Equity Australia Large Blend 5.26% 16.56% 7.61%
BT Classic Lifetime - Flexible Pension - BT Cash (Closed) RFA0008AU starstarstarstar Australian Cash 0.31% 1.25% 1.20%
BT Classic Lifetime - Flexible Pension - BT Cash NEF (Closed) RFA0050AU starstarstarstar Australian Cash 0.31% 1.25% 1.20%
BT Classic Lifetime - Flexible Pension - BT Conservative (Closed) RFA0492AU starstarstar Multisector Moderate 3.74% 2.64% 2.85%
BT Classic Lifetime - Flexible Pension - BT Conservative NE (Closed) RFA0049AU starstarstar Multisector Moderate 3.74% 2.64% 2.85%
BT Classic Lifetime - Flexible Pension - BT Core Australian Shares (Closed) RFA0116AU starstarstar Equity Australia Large Blend 10.84% 7.62% 10.37%
BT Classic Lifetime - Flexible Pension - BT Core Australian Shares NE (Closed) RFA0046AU starstarstar Equity Australia Large Blend 10.84% 7.62% 10.37%
BT Classic Lifetime - Flexible Pension - BT Core Global Shares (Closed) RFA0117AU starstarstar Equity World Large Blend 15.24% 33.08% 9.92%
BT Classic Lifetime - Flexible Pension - BT Core Global Shares NE (Closed) RFA0043AU starstarstar Equity World Large Blend 15.24% 33.08% 9.92%
BT Classic Lifetime - Flexible Pension - BT Diversified Shares (Closed) RFA0494AU starstarstar Multisector Aggressive 10.15% 5.78% 10.26%
BT Classic Lifetime - Flexible Pension - BT Diversified Shares NE (Closed) RFA0047AU starstarstar Multisector Aggressive 10.15% 5.78% 10.26%
BT Classic Lifetime - Flexible Pension - BT Ethical Shares (Closed) RFA0123AU starstarstar Equity Australia Large Blend -1.82% 21.46% 6.80%
BT Classic Lifetime - Flexible Pension - BT Ethical Shares NE (Closed) RFA0044AU starstarstarstar Equity Australia Large Blend -1.82% 21.46% 6.80%
BT Classic Lifetime - Flexible Pension - BT Imputation Shares (Closed) RFA0128AU starstarstar Equity Australia Large Blend -1.72% 20.94% 7.64%

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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.