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  5. BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property - Managed fund profile

BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property - Managed Fund (Closed)

Fund Objective
To provide a total return (income and capital growth) after costs and before-tax, above the S&P/ASX 200 A-REIT Accumulation Index on a rolling 12 month basis.
Fund Strategy
The portfolio invests in property (and property related) securities listed on the Australian Securities Exchange, and may also invest in property securities listed on securities exchanges outside of Australia, and unlisted securities if listing is anticipated within 12 months. Under normal circumstances this option must have a minimum exposure of at least 90% to listed property, with at least an 80% exposure to securities listed on the Australian Securities Exchange.

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 6.79% 5.6% 4.82% 21.22% 17% 13.07% 10.11% 11.5%
Growth return 6.79% 5.6% 4.82% 21.22% 17% 13.07% 10.11% 11.5%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 A-REIT TR)
Total return -2.51% 4.46% 14.2% 52.18% 21.11% 8.02% 6.24% 9.27%
As at 31 Jan 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property
Cash
0%
Property
100%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.83%
Property
95.02%
Australian Equities
2.12%
International Equities
0.75%
Fixed Interest
0.25%
Alternatives
0.04%

General Information

Fund Details
Type Description
BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property
Closed
BT Funds Management Ltd
BTA0159AU
Equity Australia Real Estate
starstarstarstarstar (as at 31 Jan 2020)
Superannuation Fund
1 Aug 1999
$0 million (as at 30 Apr 2023)
$3.2095 (as at 31 Jan 2020)
$3.1935 (as at 31 Jan 2020)
Finalised
Offer information
Type Description
MER 0.94% (as at 30 Jun 2003)
Indirect Cost Ratio (ICR) 1.71% (as at 30 Jun 2016)
Performance fee (not included in ICR) Not Available
Minimum initial investment $500.00
Minimum additional investments

Top 10 holdings (as at 30 Sep 2024)

Holding (as at 30 Sep 2024) Type % of Portfolio
Goodman Group Equity 41.74%
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FAQs about the BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property

The objective of the BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property managed fund is To provide a total return (income and capital growth) after costs and before-tax, above the S&P/ASX 200 A-REIT Accumulation Index on a rolling 12 month basis.

The strategy of the BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property managed fund is The portfolio invests in property (and property related) securities listed on the Australian Securities Exchange, and may also invest in property securities listed on securities exchanges outside of Australia, and unlisted securities if listing is anticipated within 12 months. Under normal circumstances this option must have a minimum exposure of at least 90% to listed property, with at least an 80% exposure to securities listed on the Australian Securities Exchange.

The APIR code of the BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property managed fund is BTA0159AU.

BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property’s total return last month was 6.79%. This was made up of a growth return of 6.79% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property’s total return for the last three months was 5.6%. This was made up of a growth return of 5.6% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property’s one-year total return is 21.22%. This was made up of a growth return of 21.22% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property’s one-year total return is 13.07%. This was made up of a growth return of 13.07% 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 - AMP Capital Invs Listed Property managed fund is :

Cash
0%
Property
100%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property managed fund is BT Funds Management Ltd.

The BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 30 Apr 2023, the size of the BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property managed fund was $0 million.

The BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property managed fund has an inception date of 1 Aug 1999.

The current entry price of the BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property managed fund is $3.2095 per unit and the current exit price is $3.1935 per unit (as at 31 Jan 2020).

The current exit price of the BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property managed fund is $3.1935 per unit and the current entry price is $3.2095 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - AMP Capital Invs Listed Property 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.