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  5. BT Classic Lifetime - Personal Super - BT Diversified Shares - Managed fund profile

BT Classic Lifetime - Personal Super - BT Diversified Shares - 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 invests primarily in a mix of Australian and international shares.

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 0.86% 9.28% -1.49% 5.5% 7.12% 9.52% 7.73% 9.68%
Growth return 0.86% 9.28% -1.49% 5.5% 7.12% 9.52% 7.73% 9.68%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0% 2.01% 8.7% 25.16% 14.86% 7.15% 8.74% 9.16%
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 Diversified Shares
Australian Equities
55.39%
International Equities
41.78%
Cash
2.83%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.27%
International Equities
47.90%
Cash
3.52%
Property
4.93%
Fixed Interest
5.75%
Alternatives
3.63%

General Information

Fund Details
Type Description
BT Classic Lifetime - Personal Super - BT Diversified Shares
Closed
BT Funds Management No.2 Limited
RFA0414AU
Multisector Aggressive
starstarstarstar (as at 31 Mar 2019)
Superannuation Fund
30 Mar 1993
$15.03 million (as at 31 Mar 2019)
$5.099 (as at 12 Apr 2019)
$5.085 (as at 12 Apr 2019)
Finalised
Offer information
Type Description
MER 2.09% (as at 30 Jun 2002)
Indirect Cost Ratio (ICR) 1.92% (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 Diversified Shares

The objective of the BT Classic Lifetime - Personal Super - BT Diversified Shares 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 Diversified Shares managed fund is The investment option invests primarily in a mix of Australian and international shares.

The APIR code of the BT Classic Lifetime - Personal Super - BT Diversified Shares managed fund is RFA0414AU.

BT Classic Lifetime - Personal Super - BT Diversified Shares’s total return last month was 0.86%. This was made up of a growth return of 0.86% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Classic Lifetime - Personal Super - BT Diversified Shares’s total return for the last three months was 9.28%. This was made up of a growth return of 9.28% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.

BT Classic Lifetime - Personal Super - BT Diversified Shares’s one-year total return is 5.5%. This was made up of a growth return of 5.5% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Classic Lifetime - Personal Super - BT Diversified Shares’s one-year total return is 9.52%. This was made up of a growth return of 9.52% 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 Diversified Shares managed fund is :

Australian Equities
55.39%
International Equities
41.78%
Cash
2.83%
Property
0%
Fixed Interest
0%
Alternatives
0%

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

The BT Classic Lifetime - Personal Super - BT Diversified Shares managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Mar 2019, the size of the BT Classic Lifetime - Personal Super - BT Diversified Shares managed fund was $15.03 million.

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

The current entry price of the BT Classic Lifetime - Personal Super - BT Diversified Shares managed fund is $5.099 per unit and the current exit price is $5.085 per unit (as at 12 Apr 2019).

The current exit price of the BT Classic Lifetime - Personal Super - BT Diversified Shares managed fund is $5.085 per unit and the current entry price is $5.099 per unit (as at 12 Apr 2019).

The minimum initial investment amount for the BT Classic Lifetime - Personal Super - BT Diversified Shares 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.