BT Lifetime Super Employer Plan - Investor Mutual Australian Shares - Managed Fund (Closed)

The objective of the BT Lifetime Super Employer Plan - Investor Mutual Australian Shares managed fund is To provide a return (after fees and expenses and before taxes) which exceeds the S&P/ASX 300 Accumulation Index, over rolling four year periods.

The strategy of the BT Lifetime Super Employer Plan - Investor Mutual Australian Shares managed fund is The Fund invests in a diversified portfolio of quality Australian companies that display four characteristics: a sustainable competitive advantage, recurring earnings, capable management and the ability to grow over time. Investors Mutual Limited believes in purchasing quality companies at attractive prices when a company's price is below its long-term value.

The APIR code of the BT Lifetime Super Employer Plan - Investor Mutual Australian Shares managed fund is BTA0099AU.

BT Lifetime Super Employer Plan - Investor Mutual Australian Shares’s total return last month was 4.56%. This was made up of a growth return of 4.56% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - Investor Mutual Australian Shares’s total return for the last three months was 5.37%. This was made up of a growth return of 5.37% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - Investor Mutual Australian Shares’s one-year total return is 16.72%. This was made up of a growth return of 16.72% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - Investor Mutual Australian Shares’s one-year total return is 7.77%. This was made up of a growth return of 7.77% 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 - Investor Mutual Australian Shares managed fund is :

The Responsible Entity for the BT Lifetime Super Employer Plan - Investor Mutual Australian Shares managed fund is BT Funds Management Ltd.

The BT Lifetime Super Employer Plan - Investor Mutual Australian Shares 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 - Investor Mutual Australian Shares managed fund was $0 million.

The BT Lifetime Super Employer Plan - Investor Mutual Australian Shares managed fund has an inception date of 1 Aug 2004.

The current entry price of the BT Lifetime Super Employer Plan - Investor Mutual Australian Shares managed fund is $3.2477 per unit and the current exit price is $3.2315 per unit (as at 31 Jan 2020).

The current exit price of the BT Lifetime Super Employer Plan - Investor Mutual Australian Shares managed fund is $3.2315 per unit and the current entry price is $3.2477 per unit (as at 31 Jan 2020).

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