BT Lifetime Super Employer Plan - Aberdeen Australian Small Companies - Managed Fund (Closed)

The objective of the BT Lifetime Super Employer Plan - Aberdeen Australian Small Companies managed fund is To outperform the benchmark, the S&P/ASX Small Ordinaries Accumulation Index, after fees, over rolling three year periods, by investing mainly in Australian (primarily outside the S&P/ASX 100 Accumulation Index) and New Zealand securities.

The strategy of the BT Lifetime Super Employer Plan - Aberdeen Australian Small Companies managed fund is The equity managers seek to identify and invest in good quality Australian and New Zealand listed securities through first hand company visits. Quality is chiefly an evaluation of a company's management, balance sheet and business model. Only those companies which pass our rigorous quality screen are assessed for value. We see risk in terms of investing in a poor quality company, or overpaying for a good one, and do not view risk in benchmark relative terms.

The APIR code of the BT Lifetime Super Employer Plan - Aberdeen Australian Small Companies managed fund is BTA0255AU.

BT Lifetime Super Employer Plan - Aberdeen Australian Small Companies’s total return last month was 0.85%. This was made up of a growth return of 0.85% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - Aberdeen Australian Small Companies’s total return for the last three months was 5.38%. This was made up of a growth return of 5.38% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - Aberdeen Australian Small Companies’s one-year total return is 18.5%. This was made up of a growth return of 18.5% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - Aberdeen Australian Small Companies’s one-year total return is 7.99%. This was made up of a growth return of 7.99% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

The asset allocation of the BT Lifetime Super Employer Plan - Aberdeen Australian Small Companies managed fund is :

The Responsible Entity for the BT Lifetime Super Employer Plan - Aberdeen Australian Small Companies managed fund is BT Funds Management Ltd.

The BT Lifetime Super Employer Plan - Aberdeen Australian Small Companies managed fund belongs to the Equity Australia Mid/Small Blend sector/asset class.

As at 30 Apr 2023, the size of the BT Lifetime Super Employer Plan - Aberdeen Australian Small Companies managed fund was $0 million.

The BT Lifetime Super Employer Plan - Aberdeen Australian Small Companies managed fund has an inception date of 1 Jul 2005.

The current entry price of the BT Lifetime Super Employer Plan - Aberdeen Australian Small Companies managed fund is $2.5507 per unit and the current exit price is $2.5456 per unit (as at 31 Jan 2020).

The current exit price of the BT Lifetime Super Employer Plan - Aberdeen Australian Small Companies managed fund is $2.5456 per unit and the current entry price is $2.5507 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - Aberdeen Australian Small Companies managed fund is $500. Minimum additional investment is $0.