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  5. BT Classic Lifetime - Personal Super - BT Active Balanced NEF - Managed fund profile

BT Classic Lifetime - Personal Super - BT Active Balanced NEF - Managed Fund (Closed)

Fund Objective
To provide a return (before fees and taxes) that exceeds the return from its benchmark when measured over the recommended investment timeframe.
Fund Strategy
The investment option is designed for investors who want the potential for long-term capital growth and income. The investment option invests in a diversified portfolio of Australian and international shares, Australian and international fixed interest, Australian and international property securities, alternative investments and cash.

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 0.94% 6.9% -0.18% 4.22% 5.02% 6.37% 6.07% 7.66%
Growth return 0.94% 6.9% -0.18% 4.22% 5.02% 6.37% 6.07% 7.66%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -0.43% 1.58% 7.38% 20.91% 12.04% 5.34% 6.61% 7.49%
As at 31 Mar 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Classic Lifetime - Personal Super - BT Active Balanced NEF
Australian Equities
27.59%
International Equities
32.40%
Cash
4.22%
Property
4.30%
Fixed Interest
16.75%
Alternatives
14.74%
Average Allocation of Peers
Australian Equities
27.60%
International Equities
33.81%
Cash
5.73%
Property
6.79%
Fixed Interest
21.70%
Alternatives
4.37%

General Information

Fund Details
Type Description
BT Classic Lifetime - Personal Super - BT Active Balanced NEF
Closed
BT Funds Management No.2 Limited
RFA0040AU
Multisector Growth
starstarstar (as at 31 Mar 2019)
Superannuation Fund
1 May 1993
$34.16 million (as at 31 Mar 2019)
$4.432 (as at 12 Apr 2019)
$4.422 (as at 12 Apr 2019)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.89% (as at 30 Jun 2013)
Performance fee (not included in ICR) Not Available
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Sep 2024)

Holding (as at 30 Sep 2024) Type % of Portfolio
BHP Group Ltd Equity 3.48%
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FAQs about the BT Classic Lifetime - Personal Super - BT Active Balanced NEF

The objective of the BT Classic Lifetime - Personal Super - BT Active Balanced NEF managed fund is To provide a return (before fees and taxes) that exceeds the return from its benchmark when measured over the recommended investment timeframe.

The strategy of the BT Classic Lifetime - Personal Super - BT Active Balanced NEF managed fund is The investment option is designed for investors who want the potential for long-term capital growth and income. The investment option invests in a diversified portfolio of Australian and international shares, Australian and international fixed interest, Australian and international property securities, alternative investments and cash.

The APIR code of the BT Classic Lifetime - Personal Super - BT Active Balanced NEF managed fund is RFA0040AU.

BT Classic Lifetime - Personal Super - BT Active Balanced NEF’s total return last month was 0.94%. This was made up of a growth return of 0.94% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Classic Lifetime - Personal Super - BT Active Balanced NEF’s total return for the last three months was 6.9%. This was made up of a growth return of 6.9% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.

BT Classic Lifetime - Personal Super - BT Active Balanced NEF’s one-year total return is 4.22%. This was made up of a growth return of 4.22% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Classic Lifetime - Personal Super - BT Active Balanced NEF’s one-year total return is 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 Mar 2019.

The asset allocation of the BT Classic Lifetime - Personal Super - BT Active Balanced NEF managed fund is :

Australian Equities
27.59%
International Equities
32.40%
Cash
4.22%
Property
4.30%
Fixed Interest
16.75%
Alternatives
14.74%

The Responsible Entity for the BT Classic Lifetime - Personal Super - BT Active Balanced NEF managed fund is BT Funds Management No.2 Limited.

The BT Classic Lifetime - Personal Super - BT Active Balanced NEF managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Mar 2019, the size of the BT Classic Lifetime - Personal Super - BT Active Balanced NEF managed fund was $34.16 million.

The BT Classic Lifetime - Personal Super - BT Active Balanced NEF managed fund has an inception date of 1 May 1993.

The current entry price of the BT Classic Lifetime - Personal Super - BT Active Balanced NEF managed fund is $4.432 per unit and the current exit price is $4.422 per unit (as at 12 Apr 2019).

The current exit price of the BT Classic Lifetime - Personal Super - BT Active Balanced NEF managed fund is $4.422 per unit and the current entry price is $4.432 per unit (as at 12 Apr 2019).

The minimum initial investment amount for the BT Classic Lifetime - Personal Super - BT Active Balanced NEF managed fund is $5,000. 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.