Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 3.71% | 8.85% | 7.21% | 14.85% | 3.44% | 7.13% | 6.92% | -% |
Growth return | 3.71% | 8.85% | 7.21% | 14.85% | 3.44% | 7.13% | 6.92% | -% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | -% |
Market index (MSCI EM NR AUD)
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Total return | -0.37% | 7.63% | 10.56% | 21.08% | 15.33% | 12.54% | 7.81% | 7.78% |
Type | Description |
BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun | |
Closed | |
BT Funds Management Ltd | |
BTA0404AU | |
Equity Emerging Markets | |
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|
Superannuation Fund | |
16 Jan 2012 | |
$3.65 million (as at 30 Apr 2017) | |
$1.4545 (as at 12 May 2017) | |
$1.4545 (as at 12 May 2017) | |
Finalised |
Type | Description |
Indirect Cost Ratio (ICR) | 2.76% (as at 30 Jun 2016) |
Performance fee (not included in ICR) | Not Available |
Minimum initial investment | $500.00 |
Minimum additional investments | |
Minimum redemption amount |
Holding (as at 31 Jul 2025) | Type | % of Portfolio |
Taiwan Semiconductor Manufacturing Co Ltd | Equity | 13.44% |
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The objective of the BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun managed fund is To provide investors with high capital growth over the medium to long term (3-5 years) by seeking exposure to emerging stock markets worldwide or companies with significant activities in emerging markets.
The strategy of the BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun managed fund is The Fund invests primarily in a concentrated portfolio of around 40-70 emerging market listed securities with the potential for capital growth and increased earning potential.
The APIR code of the BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun managed fund is BTA0404AU.
BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun’s total return last month was 3.71%. This was made up of a growth return of 3.71% and an income return of 0%. These returns were calculated as at 30 Apr 2017.
BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun’s total return for the last three months was 8.85%. This was made up of a growth return of 8.85% and an income return of 0%%. These returns were calculated as at 30 Apr 2017.
BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun’s one-year total return is 14.85%. This was made up of a growth return of 14.85% and an income return of 0%. These returns were calculated as at 30 Apr 2017.
BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun’s one-year total return is 7.13%. This was made up of a growth return of 7.13% and an income return of 0%. These returns were calculated as at 30 Apr 2017.
The asset allocation of the BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun managed fund is :
The Responsible Entity for the BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun managed fund is BT Funds Management Ltd.
The BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun managed fund belongs to the Equity Emerging Markets sector/asset class.
As at 30 Apr 2017, the size of the BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun managed fund was $3.65 million.
The BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun managed fund has an inception date of 16 Jan 2012.
The current entry price of the BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun managed fund is $1.4545 per unit and the current exit price is $1.4545 per unit (as at 12 May 2017).
The current exit price of the BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun managed fund is $1.4545 per unit and the current entry price is $1.4545 per unit (as at 12 May 2017).
The minimum initial investment amount for the BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun managed fund is $500. 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.