BT Lifetime Super Employer Plan - BT Ethical Shares - Managed Fund (Closed)

The objective of the BT Lifetime Super Employer Plan - BT Ethical Shares managed fund is The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 (TR) Index over rolling 5 years period.

The strategy of the BT Lifetime Super Employer Plan - BT Ethical Shares managed fund is The Fund is designed for investors who want the potential for long term capital growth from a high conviction, values-oriented, concentrated portfolio of typically 15-35 stocks that invests in businesses that in our view, in aggregate, provide a net benefit to Australia's future economy and society. Pendal's investment process for Australian shares is based on our core investment style and aims to add value through active stock selection and fundamental company analysis.

The APIR code of the BT Lifetime Super Employer Plan - BT Ethical Shares managed fund is BTA0253AU.

BT Lifetime Super Employer Plan - BT Ethical Shares’s total return last month was 3.66%. This was made up of a growth return of 3.66% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Ethical Shares’s total return for the last three months was 5.69%. This was made up of a growth return of 5.69% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Ethical Shares’s one-year total return is 21.73%. This was made up of a growth return of 21.73% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Ethical Shares’s one-year total return is 10.76%. This was made up of a growth return of 10.76% 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 - BT Ethical Shares managed fund is :

The Responsible Entity for the BT Lifetime Super Employer Plan - BT Ethical Shares managed fund is BT Funds Management Ltd.

The BT Lifetime Super Employer Plan - BT Ethical Shares managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Apr 2023, the size of the BT Lifetime Super Employer Plan - BT Ethical Shares managed fund was $0 million.

The BT Lifetime Super Employer Plan - BT Ethical Shares managed fund has an inception date of 1 Jul 2005.

The current entry price of the BT Lifetime Super Employer Plan - BT Ethical Shares managed fund is $2.5492 per unit and the current exit price is $2.539 per unit (as at 31 Jan 2020).

The current exit price of the BT Lifetime Super Employer Plan - BT Ethical Shares managed fund is $2.539 per unit and the current entry price is $2.5492 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - BT Ethical Shares managed fund is $500. Minimum additional investment is $0.