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  5. BT Lifetime Personal Super - MLC Growth - Managed fund profile

BT Lifetime Personal Super - MLC Growth - Managed Fund (Closed)

Fund Objective
Aims to outperform the Benchmark, after fees, over 7 year periods.
Fund Strategy
The portfolio primarily invests in growth assets, with a small exposure to defensive assets. You'll always know where your money is invested because we actively manage the allocations to these assets within defined ranges, in accordance with our changing view of risk and opportunities in investment markets. The portfolio is broadly diversified across asset classes and investment managers from around the world. These managers invest in many companies and securities in Australia and overseas.

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 0.56% 7.83% -0.13% 6.09% 6.08% 7.91% 6.43% 8.84%
Growth return 0.56% 7.83% -0.13% 6.09% 6.08% 7.91% 6.43% 8.84%
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 - MLC Growth
Australian Equities
31.81%
International Equities
46.64%
Cash
2.01%
Property
0.06%
Fixed Interest
10.62%
Alternatives
8.86%
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 - MLC Growth
Closed
BT Funds Management Ltd
BTA0200AU
Multisector Aggressive
starstarstar (as at 31 Mar 2019)
Superannuation Fund
21 Mar 2001
$19.18 million (as at 31 Mar 2019)
$2.3093 (as at 12 Apr 2019)
$2.3046 (as at 12 Apr 2019)
Finalised
Offer information
Type Description
MER 1.36% (as at 31 Dec 2003)
Indirect Cost Ratio (ICR) 2.45% (as at 30 Jun 2015)
Minimum initial investment $3,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2023)

Holding (as at 31 Dec 2023) Type % of Portfolio
Multimix Wholesale Alternativedebt Trust Mutual Fund - Unspecified 1.97%

FAQs about the BT Lifetime Personal Super - MLC Growth

The objective of the BT Lifetime Personal Super - MLC Growth managed fund is Aims to outperform the Benchmark, after fees, over 7 year periods.

The strategy of the BT Lifetime Personal Super - MLC Growth managed fund is The portfolio primarily invests in growth assets, with a small exposure to defensive assets. You'll always know where your money is invested because we actively manage the allocations to these assets within defined ranges, in accordance with our changing view of risk and opportunities in investment markets. The portfolio is broadly diversified across asset classes and investment managers from around the world. These managers invest in many companies and securities in Australia and overseas.

The APIR code of the BT Lifetime Personal Super - MLC Growth managed fund is BTA0200AU.

BT Lifetime Personal Super - MLC Growth’s total return last month was 0.56%. This was made up of a growth return of 0.56% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Personal Super - MLC Growth’s total return for the last three months was 7.83%. This was made up of a growth return of 7.83% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Personal Super - MLC Growth’s one-year total return is 6.09%. This was made up of a growth return of 6.09% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Lifetime Personal Super - MLC Growth’s one-year total return is 7.91%. This was made up of a growth return of 7.91% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

The asset allocation of the BT Lifetime Personal Super - MLC Growth managed fund is :

Australian Equities
31.81%
International Equities
46.64%
Cash
2.01%
Property
0.06%
Fixed Interest
10.62%
Alternatives
8.86%

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

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

As at 31 Mar 2019, the size of the BT Lifetime Personal Super - MLC Growth managed fund was $19.18 million.

The BT Lifetime Personal Super - MLC Growth managed fund has an inception date of 21 Mar 2001.

The current entry price of the BT Lifetime Personal Super - MLC Growth managed fund is $2.3093 per unit and the current exit price is $2.3046 per unit (as at 12 Apr 2019).

The current exit price of the BT Lifetime Personal Super - MLC Growth managed fund is $2.3046 per unit and the current entry price is $2.3093 per unit (as at 12 Apr 2019).

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