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  5. BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun - Managed fund profile

BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun - Managed Fund (Closed)

Fund Objective
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.
Fund Strategy
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.

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 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)
Total return -3.07% 2.35% 6.28% 13.85% 9.47% 1.56% 3.98% 5.99%
As at 30 Apr 2017. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun
International Equities
92.13%
Cash
1.20%
Alternatives
6.67%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Average Allocation of Peers
International Equities
95.14%
Cash
3.53%
Alternatives
1.12%
Australian Equities
0.01%
Property
0.16%
Fixed Interest
0.04%

General Information

Fund Details
Type Description
BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun
Closed
BT Funds Management Ltd
BTA0404AU
Equity Emerging Markets
starstarstar (as at 30 Apr 2017)
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
Offer information
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

Top 10 holdings (as at 31 Mar 2022)

Holding (as at 31 Mar 2022) Type % of Portfolio
Taiwan Semiconductor Manufacturing Co Ltd Equity 9.26%
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FAQs about the BT Lifetime Super Employer Plan - Aberdeen Emerging Opportun

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 :

International Equities
92.13%
Cash
1.20%
Alternatives
6.67%
Australian Equities
0%
Property
0%
Fixed Interest
0%

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.