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  5. BT Lifetime Super Employer Plan - BT International Share - Managed fund profile

BT Lifetime Super Employer Plan - BT International Share - 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 is actively managed and seeks what the manager perceives to be the best investment opportunities within a broad range of international investments. Whilst the Investment Option can invest in any international sharemarket that offers attractive opportunities, most investments will be located in the United States, Europe and Japan. The Investment Option may also hold cash and derivatives.

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 3.24% 6.32% 7.69% 17.89% 7.51% 10.52% 7.89% 10.27%
Growth return 3.24% 6.32% 7.69% 17.89% 7.51% 10.52% 7.89% 10.27%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.92% 2.14% 10.2% 29.31% 20.19% 11.39% 13.27% 13.18%
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 International Share
International Equities
99.32%
Cash
0.68%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
93.20%
Cash
2.45%
Australian Equities
2.64%
Property
1.51%
Fixed Interest
0.12%
Alternatives
0.09%

General Information

Fund Details
Type Description
BT Lifetime Super Employer Plan - BT International Share
Closed
BT Funds Management Ltd
BTA0033AU
Equity World Large Blend
starstarstar (as at 31 Jan 2020)
Superannuation Fund
31 Dec 1994
$0 million (as at 30 Apr 2023)
$3.4473 (as at 31 Jan 2020)
$3.4438 (as at 31 Jan 2020)
Finalised
Offer information
Type Description
MER 1.35% (as at 30 Jun 2003)
Indirect Cost Ratio (ICR) 1.85% (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
NVIDIA Corp Equity 5.55%
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FAQs about the BT Lifetime Super Employer Plan - BT International Share

The objective of the BT Lifetime Super Employer Plan - BT International Share 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 International Share managed fund is The Investment Option is actively managed and seeks what the manager perceives to be the best investment opportunities within a broad range of international investments. Whilst the Investment Option can invest in any international sharemarket that offers attractive opportunities, most investments will be located in the United States, Europe and Japan. The Investment Option may also hold cash and derivatives.

The APIR code of the BT Lifetime Super Employer Plan - BT International Share managed fund is BTA0033AU.

BT Lifetime Super Employer Plan - BT International Share’s total return last month was 3.24%. This was made up of a growth return of 3.24% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT International Share’s total return for the last three months was 6.32%. This was made up of a growth return of 6.32% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT International Share’s one-year total return is 17.89%. This was made up of a growth return of 17.89% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT International Share’s one-year total return is 10.52%. This was made up of a growth return of 10.52% 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 International Share managed fund is :

International Equities
99.32%
Cash
0.68%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

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

The BT Lifetime Super Employer Plan - BT International Share managed fund belongs to the Equity World Large Blend sector/asset class.

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

The BT Lifetime Super Employer Plan - BT International Share managed fund has an inception date of 31 Dec 1994.

The current entry price of the BT Lifetime Super Employer Plan - BT International Share managed fund is $3.4473 per unit and the current exit price is $3.4438 per unit (as at 31 Jan 2020).

The current exit price of the BT Lifetime Super Employer Plan - BT International Share managed fund is $3.4438 per unit and the current entry price is $3.4473 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - BT International Share 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.