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  5. BT Lifetime Super Employer Plan - BT Multi-manager International Shares - Managed fund profile

BT Lifetime Super Employer Plan - BT Multi-manager International Shares - Managed Fund (Closed)

Fund Objective
To provide investors with a total investment return (before fees and taxes) that outperforms the MSCI World ex Australia (Standard) Index (Net Dividends) in Australian dollars over periods of five years or longer.
Fund Strategy
The Fund invests in a wide range of international shares listed, or expected to be listed, on world stock exchanges, including emerging markets and across a diverse range of industries.

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 2.83% 6.68% 8.07% 20.06% 9.94% 12.2% 9.21% 9.83%
Growth return 2.83% 6.68% 8.07% 20.06% 9.94% 12.2% 9.21% 9.83%
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 Multi-manager International Shares
International Equities
97.38%
Cash
1.79%
Property
0.83%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
93.20%
Cash
2.45%
Property
1.51%
Australian Equities
2.64%
Fixed Interest
0.12%
Alternatives
0.09%

General Information

Fund Details
Type Description
BT Lifetime Super Employer Plan - BT Multi-manager International Shares
Closed
BT Funds Management Ltd
BTA0302AU
Equity World Large Blend
starstarstar (as at 31 Jan 2020)
Superannuation Fund
1 May 2008
$0 million (as at 30 Apr 2023)
$2.1033 (as at 31 Jan 2020)
$2.0949 (as at 31 Jan 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.36% (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 31 Mar 2023)

Holding (as at 31 Mar 2023) Type % of Portfolio
Microsoft Corp Equity 2.31%
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FAQs about the BT Lifetime Super Employer Plan - BT Multi-manager International Shares

The objective of the BT Lifetime Super Employer Plan - BT Multi-manager International Shares managed fund is To provide investors with a total investment return (before fees and taxes) that outperforms the MSCI World ex Australia (Standard) Index (Net Dividends) in Australian dollars over periods of five years or longer.

The strategy of the BT Lifetime Super Employer Plan - BT Multi-manager International Shares managed fund is The Fund invests in a wide range of international shares listed, or expected to be listed, on world stock exchanges, including emerging markets and across a diverse range of industries.

The APIR code of the BT Lifetime Super Employer Plan - BT Multi-manager International Shares managed fund is BTA0302AU.

BT Lifetime Super Employer Plan - BT Multi-manager International Shares’s total return last month was 2.83%. This was made up of a growth return of 2.83% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Multi-manager International Shares’s total return for the last three months was 6.68%. This was made up of a growth return of 6.68% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Multi-manager International Shares’s one-year total return is 20.06%. This was made up of a growth return of 20.06% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - BT Multi-manager International Shares’s one-year total return is 12.2%. This was made up of a growth return of 12.2% 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 Multi-manager International Shares managed fund is :

International Equities
97.38%
Cash
1.79%
Property
0.83%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%

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

The BT Lifetime Super Employer Plan - BT Multi-manager International Shares 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 Multi-manager International Shares managed fund was $0 million.

The BT Lifetime Super Employer Plan - BT Multi-manager International Shares managed fund has an inception date of 1 May 2008.

The current entry price of the BT Lifetime Super Employer Plan - BT Multi-manager International Shares managed fund is $2.1033 per unit and the current exit price is $2.0949 per unit (as at 31 Jan 2020).

The current exit price of the BT Lifetime Super Employer Plan - BT Multi-manager International Shares managed fund is $2.0949 per unit and the current entry price is $2.1033 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - BT Multi-manager International Shares 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.