BT Lifetime Super Employer Plan - Colonial Wholesale Geared Share - Managed Fund (Closed)

The objective of the BT Lifetime Super Employer Plan - Colonial Wholesale Geared Share managed fund is To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The option aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven year periods before fees and taxes.

The strategy of the BT Lifetime Super Employer Plan - Colonial Wholesale Geared Share managed fund is The fund's strategy is based on the belief that, over the medium-to-long term, stock prices are driven by the ability of management to generate excess returns over their cost of capital in their chosen industry. The fund generally invests in large, high quality companies with strong balance sheets and earnings. The fund utilises gearing to magnify returns from underlying investments. The fund predominantly invests in Australian companies and therefore does not hedge currency risk.

The APIR code of the BT Lifetime Super Employer Plan - Colonial Wholesale Geared Share managed fund is BTA0405AU.

BT Lifetime Super Employer Plan - Colonial Wholesale Geared Share’s total return last month was 7.86%. This was made up of a growth return of 7.86% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - Colonial Wholesale Geared Share’s total return for the last three months was 16.29%. This was made up of a growth return of 16.29% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - Colonial Wholesale Geared Share’s one-year total return is 56.3%. This was made up of a growth return of 56.3% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - Colonial Wholesale Geared Share’s one-year total return is 25.13%. This was made up of a growth return of 25.13% 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 - Colonial Wholesale Geared Share managed fund is :

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

The BT Lifetime Super Employer Plan - Colonial Wholesale Geared Share managed fund belongs to the Equity Australia Large Geared sector/asset class.

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

The BT Lifetime Super Employer Plan - Colonial Wholesale Geared Share managed fund has an inception date of 16 Jan 2012.

The current entry price of the BT Lifetime Super Employer Plan - Colonial Wholesale Geared Share managed fund is $4.8472 per unit and the current exit price is $4.8068 per unit (as at 31 Jan 2020).

The current exit price of the BT Lifetime Super Employer Plan - Colonial Wholesale Geared Share managed fund is $4.8068 per unit and the current entry price is $4.8472 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - Colonial Wholesale Geared Share managed fund is $500. Minimum additional investment is $0.