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  5. BT Busines Super - MLC Global Share - Managed fund profile

BT Busines Super - MLC Global Share - Managed Fund (Closed)

Fund Objective
Aims to outperform the Benchmark (after fees) over 7 year periods.
Fund Strategy
The fund invests primarily in companies listed (or expected to be listed) on share market anywhere around the world, and is typically diversified across major listed industry groups.

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 2.88% 6.37% 6.64% 20.46% 10.04% 12.63% 9.92% 9.88%
Growth return 2.88% 6.37% 6.64% 20.46% 10.04% 12.63% 9.92% 9.88%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.92% 2.14% 10.2% 29.31% 20.19% 11.39% 13.27% 13.18%
As at 31 Jan 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Busines Super - MLC Global Share
International Equities
99.15%
Cash
0.33%
Alternatives
0.52%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Average Allocation of Peers
International Equities
93.18%
Cash
2.48%
Alternatives
0.09%
Australian Equities
2.64%
Property
1.50%
Fixed Interest
0.11%

General Information

Fund Details
Type Description
BT Busines Super - MLC Global Share
Closed
Westpac Securities Administration Ltd
WFS0251AU
Equity World Large Blend
starstarstar (as at 31 Jan 2020)
Superannuation Fund
1 May 2001
$0 million (as at 30 Apr 2023)
$1.5868 (as at 31 Jan 2020)
$1.5837 (as at 31 Jan 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.53% (as at 30 Jun 2016)
Performance fee (not included in ICR) Not Available
Minimum initial investment $500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Jul 2024)

Holding (as at 31 Jul 2024) Type % of Portfolio
Multimix Wholesale International Shares Trust Mutual Fund - Open End 98.72%
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FAQs about the BT Busines Super - MLC Global Share

The objective of the BT Busines Super - MLC Global Share managed fund is Aims to outperform the Benchmark (after fees) over 7 year periods.

The strategy of the BT Busines Super - MLC Global Share managed fund is The fund invests primarily in companies listed (or expected to be listed) on share market anywhere around the world, and is typically diversified across major listed industry groups.

The APIR code of the BT Busines Super - MLC Global Share managed fund is WFS0251AU.

BT Busines Super - MLC Global Share’s total return last month was 2.88%. This was made up of a growth return of 2.88% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Busines Super - MLC Global Share’s total return for the last three months was 6.37%. This was made up of a growth return of 6.37% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Busines Super - MLC Global Share’s one-year total return is 20.46%. This was made up of a growth return of 20.46% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Busines Super - MLC Global Share’s one-year total return is 12.63%. This was made up of a growth return of 12.63% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

The asset allocation of the BT Busines Super - MLC Global Share managed fund is :

International Equities
99.15%
Cash
0.33%
Alternatives
0.52%
Australian Equities
0%
Property
0%
Fixed Interest
0%

The Responsible Entity for the BT Busines Super - MLC Global Share managed fund is Westpac Securities Administration Ltd.

The BT Busines Super - MLC Global Share managed fund belongs to the Equity World Large Blend sector/asset class.

As at 30 Apr 2023, the size of the BT Busines Super - MLC Global Share managed fund was $0 million.

The BT Busines Super - MLC Global Share managed fund has an inception date of 1 May 2001.

The current entry price of the BT Busines Super - MLC Global Share managed fund is $1.5868 per unit and the current exit price is $1.5837 per unit (as at 31 Jan 2020).

The current exit price of the BT Busines Super - MLC Global Share managed fund is $1.5837 per unit and the current entry price is $1.5868 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Busines Super - MLC Global Share managed fund is $500. Minimum additional investment 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.