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  5. BT Lifetime Super Employer Plan - Vanguard Growth Index - Managed fund profile

BT Lifetime Super Employer Plan - Vanguard Growth Index - Managed Fund (Closed)

Fund Objective
The Fund seeks to track the weighted average return of the indices of the underlying funds in proportion to the Strategic Asset Allocation (SAA), before taking into account fees, expenses and tax.
Fund Strategy
The Fund will hold or be exposed to securities in the indices by investing in the underlying funds which include but are not limited to: - Vanguard Australian Fixed Interest Index Fund - Vanguard Global Aggregate Bond Index Fund (Hedged) - Vanguard Australian Shares Index Fund - Vanguard International Shares Index Fund - Vanguard International Shares Index Fund (Hedged) - Vanguard International Small Companies Index Fund - Vanguard Emerging Markets Shares Index Fund.

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 2.64% 4.21% 5.02% 16.02% 7.99% 8.56% 6.65% -%
Growth return 2.64% 4.21% 5.02% 16.02% 7.99% 8.56% 6.65% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -0.43% 1.58% 7.38% 20.91% 12.04% 5.34% 6.61% 7.49%
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 - Vanguard Growth Index
Australian Equities
25.97%
International Equities
40.91%
Cash
1.11%
Property
2.64%
Fixed Interest
29.37%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.51%
International Equities
34.07%
Cash
5.57%
Property
6.79%
Fixed Interest
21.68%
Alternatives
4.38%

General Information

Fund Details
Type Description
BT Lifetime Super Employer Plan - Vanguard Growth Index
Closed
BT Funds Management Ltd
BTA0399AU
Multisector Growth
starstarstar (as at 31 Jan 2020)
Superannuation Fund
16 Jan 2012
$0 million (as at 30 Apr 2023)
$1.9771 (as at 31 Jan 2020)
$1.9731 (as at 31 Jan 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.62% (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
Vanguard Australian Shares Index Mutual Fund - Open End 27.49%
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FAQs about the BT Lifetime Super Employer Plan - Vanguard Growth Index

The objective of the BT Lifetime Super Employer Plan - Vanguard Growth Index managed fund is The Fund seeks to track the weighted average return of the indices of the underlying funds in proportion to the Strategic Asset Allocation (SAA), before taking into account fees, expenses and tax.

The strategy of the BT Lifetime Super Employer Plan - Vanguard Growth Index managed fund is The Fund will hold or be exposed to securities in the indices by investing in the underlying funds which include but are not limited to: - Vanguard Australian Fixed Interest Index Fund - Vanguard Global Aggregate Bond Index Fund (Hedged) - Vanguard Australian Shares Index Fund - Vanguard International Shares Index Fund - Vanguard International Shares Index Fund (Hedged) - Vanguard International Small Companies Index Fund - Vanguard Emerging Markets Shares Index Fund.

The APIR code of the BT Lifetime Super Employer Plan - Vanguard Growth Index managed fund is BTA0399AU.

BT Lifetime Super Employer Plan - Vanguard Growth Index’s total return last month was 2.64%. This was made up of a growth return of 2.64% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - Vanguard Growth Index’s total return for the last three months was 4.21%. This was made up of a growth return of 4.21% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - Vanguard Growth Index’s one-year total return is 16.02%. This was made up of a growth return of 16.02% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Lifetime Super Employer Plan - Vanguard Growth Index’s one-year total return is 8.56%. This was made up of a growth return of 8.56% 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 - Vanguard Growth Index managed fund is :

Australian Equities
25.97%
International Equities
40.91%
Cash
1.11%
Property
2.64%
Fixed Interest
29.37%
Alternatives
0%

The Responsible Entity for the BT Lifetime Super Employer Plan - Vanguard Growth Index managed fund is BT Funds Management Ltd.

The BT Lifetime Super Employer Plan - Vanguard Growth Index managed fund belongs to the Multisector Growth sector/asset class.

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

The BT Lifetime Super Employer Plan - Vanguard Growth Index managed fund has an inception date of 16 Jan 2012.

The current entry price of the BT Lifetime Super Employer Plan - Vanguard Growth Index managed fund is $1.9771 per unit and the current exit price is $1.9731 per unit (as at 31 Jan 2020).

The current exit price of the BT Lifetime Super Employer Plan - Vanguard Growth Index managed fund is $1.9731 per unit and the current entry price is $1.9771 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Lifetime Super Employer Plan - Vanguard Growth Index 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.