InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. BT Classic Lifetime - Personal Super - BT Active Balanced - Managed fund profile

BT Classic Lifetime - Personal Super - BT Active Balanced - 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

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

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
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
27.51%
International Equities
34.07%
Cash
5.57%
Property
6.79%
Fixed Interest
21.68%
Alternatives
4.38%

General Information

Fund Details
Type Description
BT Classic Lifetime - Personal Super - BT Active Balanced
Closed
BT Funds Management No.2 Limited
RFA0413AU
Multisector Growth
starstarstar (as at 31 Mar 2019)
Superannuation Fund
30 Mar 1993
$19.94 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
MER 2.18% (as at 30 Jun 2003)
Indirect Cost Ratio (ICR) 1.97% (as at 30 Jun 2015)
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Oct 2024)

Holding (as at 31 Oct 2024) Type % of Portfolio
BHP Group Ltd Equity 3.24%
Login now to view the complete list of holdings.

FAQs about the BT Classic Lifetime - Personal Super - BT Active Balanced

The objective of the BT Classic Lifetime - Personal Super - BT Active Balanced 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 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 managed fund is RFA0413AU.

BT Classic Lifetime - Personal Super - BT Active Balanced’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’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’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’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 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 managed fund is BT Funds Management No.2 Limited.

The BT Classic Lifetime - Personal Super - BT Active Balanced 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 managed fund was $19.94 million.

The BT Classic Lifetime - Personal Super - BT Active Balanced managed fund has an inception date of 30 Mar 1993.

The current entry price of the BT Classic Lifetime - Personal Super - BT Active Balanced 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 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 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.