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  5. BT Pooled Super Trusts - 1960s Lifestage - Managed fund profile

BT Pooled Super Trusts - 1960s Lifestage - Managed Fund (Closed)

Fund Objective
To provide returns (after fees) equivalent to CPI1 plus 3.3% p.a. over a 10 year period.
Fund Strategy
The Fund invests in a mix of assets which are adjusted over time to reflect the estimated investment risk tolerance generally associated with people born in the 1960's. Therefore, the Fund's exposure to growth assets, such as shares and property, will reduce as you move closer to or through retirement.

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 -1.72% 0.67% 5.62% 15.55% 6.85% 7% -% -%
Growth return -1.72% 0.67% 5.62% 15.55% 6.85% 7% -% -%
Income return 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 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Pooled Super Trusts - 1960s Lifestage
Australian Equities
25.01%
International Equities
32.54%
Cash
8.24%
Property
8.07%
Fixed Interest
23.56%
Alternatives
2.58%
Average Allocation of Peers
Australian Equities
27.54%
International Equities
34.01%
Cash
5.65%
Property
6.82%
Fixed Interest
21.54%
Alternatives
4.45%

General Information

Fund Details
Type Description
BT Pooled Super Trusts - 1960s Lifestage (Wholesale)
Closed
BT Funds Management Ltd
BTA8583AU
Multisector Life Stages ? 1960s
starstarstar (as at 30 Sep 2021)
Superannuation Fund
22 Apr 2017
$0 million (as at 30 Apr 2023)
$1.3736 (as at 15 Oct 2021)
$1.3692 (as at 15 Oct 2021)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.12% (as at 30 Jun 2020)
Performance fee (not included in ICR) 0.01
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the BT Pooled Super Trusts - 1960s Lifestage

The objective of the BT Pooled Super Trusts - 1960s Lifestage managed fund is To provide returns (after fees) equivalent to CPI1 plus 3.3% p.a. over a 10 year period.

The strategy of the BT Pooled Super Trusts - 1960s Lifestage managed fund is The Fund invests in a mix of assets which are adjusted over time to reflect the estimated investment risk tolerance generally associated with people born in the 1960's. Therefore, the Fund's exposure to growth assets, such as shares and property, will reduce as you move closer to or through retirement.

The APIR code of the BT Pooled Super Trusts - 1960s Lifestage managed fund is BTA8583AU.

BT Pooled Super Trusts - 1960s Lifestage’s total return last month was -1.72%. This was made up of a growth return of -1.72% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

BT Pooled Super Trusts - 1960s Lifestage’s total return for the last three months was 0.67%. This was made up of a growth return of 0.67% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

BT Pooled Super Trusts - 1960s Lifestage’s one-year total return is 15.55%. This was made up of a growth return of 15.55% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

BT Pooled Super Trusts - 1960s Lifestage’s one-year total return is 7%. This was made up of a growth return of 7% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

The asset allocation of the BT Pooled Super Trusts - 1960s Lifestage managed fund is :

Australian Equities
25.01%
International Equities
32.54%
Cash
8.24%
Property
8.07%
Fixed Interest
23.56%
Alternatives
2.58%

The Responsible Entity for the BT Pooled Super Trusts - 1960s Lifestage managed fund is BT Funds Management Ltd.

The BT Pooled Super Trusts - 1960s Lifestage managed fund belongs to the Multisector Life Stages ? 1960s sector/asset class.

As at 30 Apr 2023, the size of the BT Pooled Super Trusts - 1960s Lifestage managed fund was $0 million.

The BT Pooled Super Trusts - 1960s Lifestage managed fund has an inception date of 22 Apr 2017.

The current entry price of the BT Pooled Super Trusts - 1960s Lifestage managed fund is $1.3736 per unit and the current exit price is $1.3692 per unit (as at 15 Oct 2021).

The current exit price of the BT Pooled Super Trusts - 1960s Lifestage managed fund is $1.3692 per unit and the current entry price is $1.3736 per unit (as at 15 Oct 2021).

The minimum initial investment amount for the BT Pooled Super Trusts - 1960s 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.