BT Future Goals Retail - Managed Fund

Fund Objective

To provide a return (before fees and taxes) that exceeds the return from its benchmark over the recommended investment timeframe.

Fund Strategy

The underlying fund is an actively managed diversified portfolio that invests in shares, property securities, fixed interest, cash and alternative investments. It has a significant weighting towards growth assets.

Fund Performance Comparison

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Peers

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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.

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Fees Comparison

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-2.4%	-1.26%	-0.06%	3.46%	7.67%	5.59%	10.06%	5.32%
Growth return	-2.4%	-1.26%	-0.24%	-9.06%	-0.75%	-3.44%	0.98%	-2.84%
Income return	0%	0%	0.18%	12.52%	8.42%	9.03%	9.08%	8.16%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return	-3.27%	-1.71%	0.65%	6.07%	12.07%	7.49%	12.57%	8.11%

As at 31 Mar 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Future Goals Retail

Australian Equities: 30.83%

International Equities: 40.17%

Cash: 3.73%

Property: 3.89%

Fixed Interest: 9.74%

Alternatives: 11.63%

Average Allocation of Peers

Australian Equities: 34.30%

International Equities: 49.76%

Cash: 1.82%

Property: 4.65%

Fixed Interest: 5.71%

Alternatives: 3.75%

General Information

Fund Details

Type	Description
Fund Name	BT Future Goals Retail
Responsible Entity	Westpac Financial Services Limited
APIR Code	BTA0044AU
Sector/Asset Class	Multisector Aggressive
Morningstar Rating	(as at 31 Mar 2025)
Legal Structure	Investment Fund
Fund Inception	1 Mar 1991
Fund Size	$138.54 million (as at 28 Feb 2025)
Entry Price	$1.502 (as at 16 Apr 2025)
Exit Price	$1.4974 (as at 16 Apr 2025)
Fund Status	Open

Offer information

Type	Description
MER	1.33% (as at 14 Feb 2025)
Indirect Cost Ratio (ICR)	1.33% (as at 30 Jun 2023)
Performance fee (not included in ICR)	0
Minimum initial investment	$5,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025)	Type	% of Portfolio
Commonwealth Bank of Australia	Equity	3.27%
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FAQs about the BT Future Goals Retail

What is the objective of the BT Future Goals Retail managed fund?

The objective of the BT Future Goals Retail managed fund is To provide a return (before fees and taxes) that exceeds the return from its benchmark over the recommended investment timeframe.

What is the strategy for the BT Future Goals Retail managed fund?

The strategy of the BT Future Goals Retail managed fund is The underlying fund is an actively managed diversified portfolio that invests in shares, property securities, fixed interest, cash and alternative investments. It has a significant weighting towards growth assets.

What is the APIR code of the BT Future Goals Retail managed fund?

The APIR code of the BT Future Goals Retail managed fund is BTA0044AU.

What was BT Future Goals Retail’s total return last month?

BT Future Goals Retail’s total return last month was -2.4%. This was made up of a growth return of -2.4% and an income return of 0%. These returns were calculated as at 31 Mar 2025.

What was BT Future Goals Retail’s total return for the last three months?

BT Future Goals Retail’s total return for the last three months was -1.26%. This was made up of a growth return of -1.26% and an income return of 0%%. These returns were calculated as at 31 Mar 2025.

What is BT Future Goals Retail’s one-year total return?

BT Future Goals Retail’s one-year total return is 3.46%. This was made up of a growth return of -9.06% and an income return of 12.52%. These returns were calculated as at 31 Mar 2025.

What is BT Future Goals Retail’s three-year total return?

BT Future Goals Retail’s one-year total return is 5.59%. This was made up of a growth return of -3.44% and an income return of 9.03%. These returns were calculated as at 31 Mar 2025.

What is the asset allocation of the BT Future Goals Retail managed fund?

The asset allocation of the BT Future Goals Retail managed fund is :

Australian Equities: 30.83%

International Equities: 40.17%

Cash: 3.73%

Property: 3.89%

Fixed Interest: 9.74%

Alternatives: 11.63%

Who is the responsible Entity of the BT Future Goals Retail managed fund?

The Responsible Entity for the BT Future Goals Retail managed fund is Westpac Financial Services Limited.

What sector/asset class does the BT Future Goals Retail managed fund belong to?

The BT Future Goals Retail managed fund belongs to the Multisector Aggressive sector/asset class.

What is the size of the BT Future Goals Retail managed fund?

As at 28 Feb 2025, the size of the BT Future Goals Retail managed fund was $138.54 million.

What is the inception date of the BT Future Goals Retail managed fund?

The BT Future Goals Retail managed fund has an inception date of 1 Mar 1991.

What is the current entry price of the BT Future Goals Retail managed fund?

The current entry price of the BT Future Goals Retail managed fund is $1.502 per unit and the current exit price is $1.4974 per unit (as at 16 Apr 2025).

What is the current exit price of the BT Future Goals Retail managed fund?

The current exit price of the BT Future Goals Retail managed fund is $1.4974 per unit and the current entry price is $1.502 per unit (as at 16 Apr 2025).

What is the minimum investment amount for the BT Future Goals Retail managed fund?

The minimum initial investment amount for the BT Future Goals Retail 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.

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