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  5. BT Pooled Super Trusts - Institutional Retirement - Managed fund profile

BT Pooled Super Trusts - Institutional Retirement - Managed Fund (Closed)

Fund Objective
N/A
Fund Strategy
N/A

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 1.42% 1.64% 2.21% 7.8% 3.7% 4.62% 3.45% 5.5%
Growth return 1.42% 1.64% 2.21% 7.8% 3.7% 4.62% 3.45% 5.5%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return -0.94% 0.81% 4.73% 12.7% 6.97% 2.07% 2.67% 4.24%
As at 31 Jan 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Pooled Super Trusts - Institutional Retirement
Australian Equities
9.65%
International Equities
8.98%
Cash
38.04%
Property
4.34%
Fixed Interest
36.93%
Alternatives
2.06%
Average Allocation of Peers
Australian Equities
11.08%
International Equities
13.65%
Cash
17.14%
Property
4.31%
Fixed Interest
47.60%
Alternatives
6.22%

General Information

Fund Details
Type Description
BT Pooled Super Trusts - Institutional Retirement (Wholesale)
Closed
BT Funds Management Ltd
BTA0057AU
Multisector Moderate
starstarstarstar (as at 31 Jan 2020)
Superannuation Fund
31 Mar 1991
$0 million (as at 31 Jan 2020)
$5.9742 (as at 31 Jan 2020)
$5.964 (as at 31 Jan 2020)
Finalised
Offer information
Type Description
MER 0.73% (as at 30 Jun 2003)
Indirect Cost Ratio (ICR) 0.83% (as at 30 Jun 2019)
Performance fee (not included in ICR) Not Available
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the BT Pooled Super Trusts - Institutional Retirement

The objective of the BT Pooled Super Trusts - Institutional Retirement managed fund is N/A

The strategy of the BT Pooled Super Trusts - Institutional Retirement managed fund is N/A

The APIR code of the BT Pooled Super Trusts - Institutional Retirement managed fund is BTA0057AU.

BT Pooled Super Trusts - Institutional Retirement’s total return last month was 1.42%. This was made up of a growth return of 1.42% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Pooled Super Trusts - Institutional Retirement’s total return for the last three months was 1.64%. This was made up of a growth return of 1.64% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Pooled Super Trusts - Institutional Retirement’s one-year total return is 7.8%. This was made up of a growth return of 7.8% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Pooled Super Trusts - Institutional Retirement’s one-year total return is 4.62%. This was made up of a growth return of 4.62% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

The asset allocation of the BT Pooled Super Trusts - Institutional Retirement managed fund is :

Australian Equities
9.65%
International Equities
8.98%
Cash
38.04%
Property
4.34%
Fixed Interest
36.93%
Alternatives
2.06%

The Responsible Entity for the BT Pooled Super Trusts - Institutional Retirement managed fund is BT Funds Management Ltd.

The BT Pooled Super Trusts - Institutional Retirement managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Jan 2020, the size of the BT Pooled Super Trusts - Institutional Retirement managed fund was $0 million.

The BT Pooled Super Trusts - Institutional Retirement managed fund has an inception date of 31 Mar 1991.

The current entry price of the BT Pooled Super Trusts - Institutional Retirement managed fund is $5.9742 per unit and the current exit price is $5.964 per unit (as at 31 Jan 2020).

The current exit price of the BT Pooled Super Trusts - Institutional Retirement managed fund is $5.964 per unit and the current entry price is $5.9742 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Pooled Super Trusts - Institutional Retirement managed fund is $0. 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.