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  5. BT Lifetime Personal Super - BT Multi-manager High Growth - Managed fund profile

BT Lifetime Personal Super - BT Multi-manager High Growth - Managed Fund (Closed)

Fund Objective
To provide very high total returns (before fees and taxes) over the long term through capital growth by investing in growth assets.
Fund Strategy
The Fund invests primarily in growth assets such as Australian and international shares with some exposure to property. The Fund's exposure to these asset classes will be obtained primarily by investing into our sector specific funds. The Fund may also hold assets directly, including derivatives, currency and other unit trusts.

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 1.02% 10.17% -0.1% 7.42% 7.86% 9.55% 7.04% 9.1%
Growth return 1.02% 10.17% -0.1% 7.42% 7.86% 9.55% 7.04% 9.1%
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 Lifetime Personal Super - BT Multi-manager High Growth
Australian Equities
39.59%
International Equities
44.21%
Cash
3.22%
Property
8.03%
Fixed Interest
1.81%
Alternatives
3.14%
Average Allocation of Peers
Australian Equities
34.11%
International Equities
48.68%
Cash
3.24%
Property
4.86%
Fixed Interest
5.58%
Alternatives
3.52%

General Information

Fund Details
Type Description
BT Lifetime Personal Super - BT Multi-manager High Growth
Closed
BT Funds Management Ltd
BTA0086AU
Multisector Aggressive
starstarstar (as at 31 Mar 2019)
Superannuation Fund
27 Mar 2003
$22.51 million (as at 31 Mar 2019)
$2.5502 (as at 12 Apr 2019)
$2.538 (as at 12 Apr 2019)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.47% (as at 30 Jun 2015)
Minimum initial investment $3,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Mar 2023)

Holding (as at 31 Mar 2023) Type % of Portfolio
Advance Australia Shr Multi-Blend Mutual Fund - Open End 35.51%
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FAQs about the BT Lifetime Personal Super - BT Multi-manager High Growth

The objective of the BT Lifetime Personal Super - BT Multi-manager High Growth managed fund is To provide very high total returns (before fees and taxes) over the long term through capital growth by investing in growth assets.

The strategy of the BT Lifetime Personal Super - BT Multi-manager High Growth managed fund is The Fund invests primarily in growth assets such as Australian and international shares with some exposure to property. The Fund's exposure to these asset classes will be obtained primarily by investing into our sector specific funds. The Fund may also hold assets directly, including derivatives, currency and other unit trusts.

The APIR code of the BT Lifetime Personal Super - BT Multi-manager High Growth managed fund is BTA0086AU.

BT Lifetime Personal Super - BT Multi-manager High Growth’s total return last month was 1.02%. This was made up of a growth return of 1.02% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Personal Super - BT Multi-manager High Growth’s total return for the last three months was 10.17%. This was made up of a growth return of 10.17% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Personal Super - BT Multi-manager High Growth’s one-year total return is 7.42%. This was made up of a growth return of 7.42% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Personal Super - BT Multi-manager High Growth’s one-year total return is 9.55%. This was made up of a growth return of 9.55% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

The asset allocation of the BT Lifetime Personal Super - BT Multi-manager High Growth managed fund is :

Australian Equities
39.59%
International Equities
44.21%
Cash
3.22%
Property
8.03%
Fixed Interest
1.81%
Alternatives
3.14%

The Responsible Entity for the BT Lifetime Personal Super - BT Multi-manager High Growth managed fund is BT Funds Management Ltd.

The BT Lifetime Personal Super - BT Multi-manager High Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Mar 2019, the size of the BT Lifetime Personal Super - BT Multi-manager High Growth managed fund was $22.51 million.

The BT Lifetime Personal Super - BT Multi-manager High Growth managed fund has an inception date of 27 Mar 2003.

The current entry price of the BT Lifetime Personal Super - BT Multi-manager High Growth managed fund is $2.5502 per unit and the current exit price is $2.538 per unit (as at 12 Apr 2019).

The current exit price of the BT Lifetime Personal Super - BT Multi-manager High Growth managed fund is $2.538 per unit and the current entry price is $2.5502 per unit (as at 12 Apr 2019).

The minimum initial investment amount for the BT Lifetime Personal Super - BT Multi-manager High Growth managed fund is $3,000. 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.