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

BT Classic Lifetime - Personal Super - BT Cash NE - Managed Fund (Closed)

Fund Objective
To provide a return (before fees & tax) that exceeds the return from the UBS Warburg Australian Bank Bill Index over the recommended minimum investment timeframe of up to 1 year.
Fund Strategy
The underlying fund is an actively managed portfolio of short-term money market securities of strong credit quality.

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 0.05% 0.23% 0.46% 0.91% 0.94% 0.95% 1.11% 1.75%
Growth return 0.05% 0.23% 0.46% 0.91% 0.94% 0.95% 1.11% 1.75%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.37% 1.09% 2.19% -% 4.08% 3.08% 1.93% 1.92%
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 Cash NE
Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
22.84%
Australian Equities
5.55%
International Equities
8.97%
Property
1.84%
Fixed Interest
34.54%
Alternatives
26.26%

General Information

Fund Details
Type Description
BT Classic Lifetime - Personal Super - BT Cash NE
Closed
BT Funds Management No.2 Limited
RFA0042AU
Australian Cash
starstarstarstar (as at 31 Mar 2013)
Superannuation Fund
1 Feb 1995
$0.93 million (as at 31 Mar 2019)
$2.208 (as at 12 Apr 2019)
$2.207 (as at 12 Apr 2019)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.29% (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

FAQs about the BT Classic Lifetime - Personal Super - BT Cash NE

The objective of the BT Classic Lifetime - Personal Super - BT Cash NE managed fund is To provide a return (before fees & tax) that exceeds the return from the UBS Warburg Australian Bank Bill Index over the recommended minimum investment timeframe of up to 1 year.

The strategy of the BT Classic Lifetime - Personal Super - BT Cash NE managed fund is The underlying fund is an actively managed portfolio of short-term money market securities of strong credit quality.

The APIR code of the BT Classic Lifetime - Personal Super - BT Cash NE managed fund is RFA0042AU.

BT Classic Lifetime - Personal Super - BT Cash NE’s total return last month was 0.05%. This was made up of a growth return of 0.05% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Classic Lifetime - Personal Super - BT Cash NE’s total return for the last three months was 0.23%. This was made up of a growth return of 0.23% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.

BT Classic Lifetime - Personal Super - BT Cash NE’s one-year total return is 0.91%. This was made up of a growth return of 0.91% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Classic Lifetime - Personal Super - BT Cash NE’s one-year total return is 0.95%. This was made up of a growth return of 0.95% 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 Cash NE managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

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

The BT Classic Lifetime - Personal Super - BT Cash NE managed fund belongs to the Australian Cash sector/asset class.

As at 31 Mar 2019, the size of the BT Classic Lifetime - Personal Super - BT Cash NE managed fund was $0.93 million.

The BT Classic Lifetime - Personal Super - BT Cash NE managed fund has an inception date of 1 Feb 1995.

The current entry price of the BT Classic Lifetime - Personal Super - BT Cash NE managed fund is $2.208 per unit and the current exit price is $2.207 per unit (as at 12 Apr 2019).

The current exit price of the BT Classic Lifetime - Personal Super - BT Cash NE managed fund is $2.207 per unit and the current entry price is $2.208 per unit (as at 12 Apr 2019).

The minimum initial investment amount for the BT Classic Lifetime - Personal Super - BT Cash NE 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.