InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. BT Pooled Super Trusts - 1940s Lifestage - Managed fund profile

BT Pooled Super Trusts - 1940s Lifestage - Managed Fund (Closed)

Fund Objective
To provide returns (after fees) equivalent to CPI plus 2.2% p.a. over a 10 year period.
Fund Strategy
The fund is an actively managed fund, investing in a diversified portfolio of assets. The Fund is invested using the 'multi-manager' concept - packaging together high-quality investment managers from Australia and around the globe into a single fund.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -1.23% 0.5% 3.55% 7.82% 3.86% 4.88% -% -%
Growth return -1.23% 0.5% 3.55% 7.82% 3.86% 4.88% -% -%
Income return 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 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Pooled Super Trusts - 1940s Lifestage
Australian Equities
15.16%
International Equities
17.16%
Cash
12.52%
Property
5.57%
Fixed Interest
45.85%
Alternatives
3.75%
Average Allocation of Peers
Australian Equities
11.09%
International Equities
13.67%
Cash
17.10%
Property
4.32%
Fixed Interest
47.58%
Alternatives
6.24%

General Information

Fund Details
Type Description
BT Pooled Super Trusts - 1940s Lifestage (Wholesale)
Closed
BT Funds Management Ltd
BTA1582AU
Multisector Life Stages ? 1940s and earlier
starstarstar (as at 30 Sep 2021)
Superannuation Fund
22 Apr 2017
$0 million (as at 30 Apr 2023)
$1.2227 (as at 15 Oct 2021)
$1.2188 (as at 15 Oct 2021)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.13% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0.02
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the BT Pooled Super Trusts - 1940s Lifestage

The objective of the BT Pooled Super Trusts - 1940s Lifestage managed fund is To provide returns (after fees) equivalent to CPI plus 2.2% p.a. over a 10 year period.

The strategy of the BT Pooled Super Trusts - 1940s Lifestage managed fund is The fund is an actively managed fund, investing in a diversified portfolio of assets. The Fund is invested using the 'multi-manager' concept - packaging together high-quality investment managers from Australia and around the globe into a single fund.

The APIR code of the BT Pooled Super Trusts - 1940s Lifestage managed fund is BTA1582AU.

BT Pooled Super Trusts - 1940s Lifestage’s total return last month was -1.23%. This was made up of a growth return of -1.23% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

BT Pooled Super Trusts - 1940s Lifestage’s total return for the last three months was 0.5%. This was made up of a growth return of 0.5% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

BT Pooled Super Trusts - 1940s Lifestage’s one-year total return is 7.82%. This was made up of a growth return of 7.82% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

BT Pooled Super Trusts - 1940s Lifestage’s one-year total return is 4.88%. This was made up of a growth return of 4.88% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the BT Pooled Super Trusts - 1940s Lifestage managed fund is :

Australian Equities
15.16%
International Equities
17.16%
Cash
12.52%
Property
5.57%
Fixed Interest
45.85%
Alternatives
3.75%

The Responsible Entity for the BT Pooled Super Trusts - 1940s Lifestage managed fund is BT Funds Management Ltd.

The BT Pooled Super Trusts - 1940s Lifestage managed fund belongs to the Multisector Life Stages ? 1940s and earlier sector/asset class.

As at 30 Apr 2023, the size of the BT Pooled Super Trusts - 1940s Lifestage managed fund was $0 million.

The BT Pooled Super Trusts - 1940s Lifestage managed fund has an inception date of 22 Apr 2017.

The current entry price of the BT Pooled Super Trusts - 1940s Lifestage managed fund is $1.2227 per unit and the current exit price is $1.2188 per unit (as at 15 Oct 2021).

The current exit price of the BT Pooled Super Trusts - 1940s Lifestage managed fund is $1.2188 per unit and the current entry price is $1.2227 per unit (as at 15 Oct 2021).

The minimum initial investment amount for the BT Pooled Super Trusts - 1940s Lifestage 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.