BT Lifetime Flexible Pension - BT Balanced Returns - Managed Fund (Closed)

The objective of the BT Lifetime Flexible Pension - BT Balanced Returns managed fund is The Fund aims to provide a return (before fees, costs and taxes) that exceeds the Fund's benchmark over the medium to long term.

The strategy of the BT Lifetime Flexible Pension - BT Balanced Returns managed fund is This Fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of asset classes and are prepared to accept some variability of returns. The Fund invests in Australian and international shares, Australian and international listed property securities, Australian and international fixed interest, cash and alternative investments. The Fund may also use derivatives. The Fund has a higher weighting towards growth assets than defensive assets.

The APIR code of the BT Lifetime Flexible Pension - BT Balanced Returns managed fund is BTA0493AU.

BT Lifetime Flexible Pension - BT Balanced Returns’s total return last month was 1.09%. This was made up of a growth return of 1.09% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Flexible Pension - BT Balanced Returns’s total return for the last three months was 6.07%. This was made up of a growth return of 6.07% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Flexible Pension - BT Balanced Returns’s one-year total return is 3.66%. This was made up of a growth return of 3.66% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Flexible Pension - BT Balanced Returns’s one-year total return is 5.45%. This was made up of a growth return of 5.45% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

The asset allocation of the BT Lifetime Flexible Pension - BT Balanced Returns managed fund is :

The Responsible Entity for the BT Lifetime Flexible Pension - BT Balanced Returns managed fund is BT Funds Management Ltd.

The BT Lifetime Flexible Pension - BT Balanced Returns managed fund belongs to the Multisector Balanced sector/asset class.

As at 31 Mar 2019, the size of the BT Lifetime Flexible Pension - BT Balanced Returns managed fund was $45.23 million.

The BT Lifetime Flexible Pension - BT Balanced Returns managed fund has an inception date of 1 Feb 1993.

The current entry price of the BT Lifetime Flexible Pension - BT Balanced Returns managed fund is $4.6234 per unit and the current exit price is $4.6118 per unit (as at 12 Apr 2019).

The current exit price of the BT Lifetime Flexible Pension - BT Balanced Returns managed fund is $4.6118 per unit and the current entry price is $4.6234 per unit (as at 12 Apr 2019).

The minimum initial investment amount for the BT Lifetime Flexible Pension - BT Balanced Returns managed fund is $25,000. Minimum additional investment is $15000.