BT Lifetime Super Employer Plan - Fidelity Australian Equities - Managed Fund (Closed)

The objective of the BT Lifetime Super Employer Plan - Fidelity Australian Equities managed fund is To achieve returns in excess of the benchmark over the medium to long term.

The strategy of the BT Lifetime Super Employer Plan - Fidelity Australian Equities managed fund is The Fidelity Australian Equities option provides investors with the potential for long-term capital growth and some income by investing in a diversified portfolio of listed Australian shares. Fidelity believes that markets are semi-efficient and share prices don't always reflect inherent value. Through in-house, bottom-up company research, Fidelity aims to uncover the opportunities that it believes offer the greatest scope for outperformance.

The APIR code of the BT Lifetime Super Employer Plan - Fidelity Australian Equities managed fund is BTA0305AU.

BT Lifetime Super Employer Plan - Fidelity Australian Equities’s total return last month was 3.61%. This was made up of a growth return of 3.61% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - Fidelity Australian Equities’s total return for the last three months was 4.3%. This was made up of a growth return of 4.3% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - Fidelity Australian Equities’s one-year total return is 20.35%. This was made up of a growth return of 20.35% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - Fidelity Australian Equities’s one-year total return is 10.51%. This was made up of a growth return of 10.51% 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 - Fidelity Australian Equities managed fund is :

The Responsible Entity for the BT Lifetime Super Employer Plan - Fidelity Australian Equities managed fund is BT Funds Management Ltd.

The BT Lifetime Super Employer Plan - Fidelity Australian Equities 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 - Fidelity Australian Equities managed fund was $0 million.

The BT Lifetime Super Employer Plan - Fidelity Australian Equities managed fund has an inception date of 1 May 2008.

The current entry price of the BT Lifetime Super Employer Plan - Fidelity Australian Equities managed fund is $2.2614 per unit and the current exit price is $2.2523 per unit (as at 31 Jan 2020).

The current exit price of the BT Lifetime Super Employer Plan - Fidelity Australian Equities managed fund is $2.2523 per unit and the current entry price is $2.2614 per unit (as at 31 Jan 2020).

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