InvestSMART

BT Lifetime Super Employer Plan - BT Global Property Securities - Managed Fund (Closed)

Fund Objective
To provide a return (before fees and taxes) that exceeds the return from its benchmark when measured over the recommended investment timeframe.
Fund Strategy
The investment option primarily invests in listed property securities in North American, European and Asian (ex-Australia) markets. The investments will generally be in publically traded Real Estate Investment Trusts (REITs) and real estate related securities, including securities of companies whose principal activities include development, ownership, construction, management or sale of real estate.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.02% 0% 5.24% 8.91% 7.22% 7.07% 4.27% 10.7%
Growth return 1.02% 0% 5.24% 8.91% 7.22% 7.07% 4.27% 10.7%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Total return -0.66% -3.15% 4.21% 14.82% 13.19% 16.95% 16.58% 7.77%
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 - BT Global Property Securities
International Equities
98.17%
Cash
1.83%
Australian Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
International Equities
7.89%
Cash
1.75%
Australian Equities
0.51%
Property
89.83%
Alternatives
0.02%

General Information

Fund Details
Type Description
BT Lifetime Super Employer Plan - BT Global Property Securities
Closed
BT Funds Management Ltd
BTA0254AU
Equity Global Real Estate
starstarstar (as at 31 Jan 2020)
Superannuation Fund
1 Jul 2005
$0 million (as at 30 Apr 2023)
$2.2448 (as at 31 Jan 2020)
$2.2392 (as at 31 Jan 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.89% (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 Oct 2024)

Holding (as at 31 Oct 2024) Type % of Portfolio
Equinix Inc Equity - REIT 6.57%
Login now to view the complete list of holdings.

FAQs about the BT Lifetime Super Employer Plan - BT Global Property Securities

The objective of the BT Lifetime Super Employer Plan - BT Global Property Securities managed fund is To provide a return (before fees and taxes) that exceeds the return from its benchmark when measured over the recommended investment timeframe.

The strategy of the BT Lifetime Super Employer Plan - BT Global Property Securities managed fund is The investment option primarily invests in listed property securities in North American, European and Asian (ex-Australia) markets. The investments will generally be in publically traded Real Estate Investment Trusts (REITs) and real estate related securities, including securities of companies whose principal activities include development, ownership, construction, management or sale of real estate.

The APIR code of the BT Lifetime Super Employer Plan - BT Global Property Securities managed fund is BTA0254AU.

BT Lifetime Super Employer Plan - BT Global Property Securities’s total return last month was 1.02%. This was made up of a growth return of 1.02% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

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

BT Lifetime Super Employer Plan - BT Global Property Securities’s one-year total return is 8.91%. This was made up of a growth return of 8.91% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Global Property Securities’s one-year total return is 7.07%. This was made up of a growth return of 7.07% 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 - BT Global Property Securities managed fund is :

International Equities
98.17%
Cash
1.83%
Australian Equities
0%
Property
0%
Alternatives
0%

The Responsible Entity for the BT Lifetime Super Employer Plan - BT Global Property Securities managed fund is BT Funds Management Ltd.

The BT Lifetime Super Employer Plan - BT Global Property Securities managed fund belongs to the Equity Global Real Estate sector/asset class.

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

The BT Lifetime Super Employer Plan - BT Global Property Securities managed fund has an inception date of 1 Jul 2005.

The current entry price of the BT Lifetime Super Employer Plan - BT Global Property Securities managed fund is $2.2448 per unit and the current exit price is $2.2392 per unit (as at 31 Jan 2020).

The current exit price of the BT Lifetime Super Employer Plan - BT Global Property Securities managed fund is $2.2392 per unit and the current entry price is $2.2448 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - BT Global Property Securities 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.