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  5. BT Lifetime Personal Super - BT Technology - Managed fund profile

BT Lifetime Personal Super - BT Technology - 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 shares in the technology sector.

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 2.38% 16.47% -1.04% 19.99% 24.43% 23.88% 21.19% 18.13%
Growth return 2.38% 16.47% -1.04% 19.99% 24.43% 23.88% 21.19% 18.13%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.92% 2.14% 10.2% 29.31% 20.19% 11.39% 13.27% 13.18%
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 Technology
International Equities
97.41%
Cash
2.59%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
93.20%
Cash
2.45%
Australian Equities
2.64%
Property
1.51%
Fixed Interest
0.12%
Alternatives
0.09%

General Information

Fund Details
Type Description
BT Lifetime Personal Super - BT Technology
Closed
BT Funds Management Ltd
BTA0146AU
Equity Global Technology
starstarstarstarstar (as at 31 Oct 2010)
Superannuation Fund
20 Mar 2000
$37.94 million (as at 31 Mar 2019)
$1.8124 (as at 12 Apr 2019)
$1.8087 (as at 12 Apr 2019)
Finalised
Offer information
Type Description
MER 1.70% (as at 31 Dec 2003)
Indirect Cost Ratio (ICR) 1.98% (as at 30 Jun 2015)
Minimum initial investment $3,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 May 2021)

Holding (as at 31 May 2021) Type % of Portfolio
Microsoft Corp Equity 10.29%
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FAQs about the BT Lifetime Personal Super - BT Technology

The objective of the BT Lifetime Personal Super - BT Technology 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 Lifetime Personal Super - BT Technology managed fund is The investment option invests primarily in shares in the technology sector.

The APIR code of the BT Lifetime Personal Super - BT Technology managed fund is BTA0146AU.

BT Lifetime Personal Super - BT Technology’s total return last month was 2.38%. This was made up of a growth return of 2.38% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Personal Super - BT Technology’s total return for the last three months was 16.47%. This was made up of a growth return of 16.47% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Personal Super - BT Technology’s one-year total return is 19.99%. This was made up of a growth return of 19.99% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Personal Super - BT Technology’s one-year total return is 23.88%. This was made up of a growth return of 23.88% 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 Technology managed fund is :

International Equities
97.41%
Cash
2.59%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Lifetime Personal Super - BT Technology managed fund is BT Funds Management Ltd.

The BT Lifetime Personal Super - BT Technology managed fund belongs to the Equity Global Technology sector/asset class.

As at 31 Mar 2019, the size of the BT Lifetime Personal Super - BT Technology managed fund was $37.94 million.

The BT Lifetime Personal Super - BT Technology managed fund has an inception date of 20 Mar 2000.

The current entry price of the BT Lifetime Personal Super - BT Technology managed fund is $1.8124 per unit and the current exit price is $1.8087 per unit (as at 12 Apr 2019).

The current exit price of the BT Lifetime Personal Super - BT Technology managed fund is $1.8087 per unit and the current entry price is $1.8124 per unit (as at 12 Apr 2019).

The minimum initial investment amount for the BT Lifetime Personal Super - BT Technology 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.