BT Pooled Super Trusts - 1970s Lifestage - Managed Fund (Closed)

Fund Objective

To provide returns (after fees) equivalent to CPI plus 5.0% p.a. over a 10 year period.

Fund Strategy

The 1970's Lifestage Fund - A 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

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Peers

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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.

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Fees Comparison

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-2.15%	0.51%	7.34%	22.86%	9.5%	8.83%	-%	-%
Growth return	-2.15%	0.51%	7.34%	22.86%	9.5%	8.83%	-%	-%
Income return	0%	0%	0%	0%	0%	0%	-%	-%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return	0%	2.01%	8.7%	25.16%	14.86%	7.15%	8.74%	9.16%

As at 30 Sep 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Pooled Super Trusts - 1970s Lifestage

Australian Equities: 34.09%

International Equities: 46.71%

Cash: 4.21%

Property: 10.38%

Fixed Interest: 3.09%

Alternatives: 1.52%

Average Allocation of Peers

Australian Equities: 34.11%

International Equities: 48.68%

Cash: 3.24%

Property: 4.86%

Fixed Interest: 5.58%

Alternatives: 3.52%

General Information

Fund Details

Type	Description
Fund Name	BT Pooled Super Trusts - 1970s Lifestage (Wholesale)
Fund Status	Closed
Responsible Entity	BT Funds Management Ltd
APIR Code	BTA2761AU
Sector/Asset Class	Multisector Life Stages ? 1970s
Morningstar Rating	(as at 30 Sep 2021)
Legal Structure	Superannuation Fund
Fund Inception	22 Apr 2017
Fund Size	$0 million (as at 30 Apr 2023)
Entry Price	$1.5125 (as at 15 Oct 2021)
Exit Price	$1.5076 (as at 15 Oct 2021)
Fund Status	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 - 1970s Lifestage

What is the objective of the BT Pooled Super Trusts - 1970s Lifestage managed fund?

The objective of the BT Pooled Super Trusts - 1970s Lifestage managed fund is To provide returns (after fees) equivalent to CPI plus 5.0% p.a. over a 10 year period.

What is the strategy for the BT Pooled Super Trusts - 1970s Lifestage managed fund?

The strategy of the BT Pooled Super Trusts - 1970s Lifestage managed fund is The 1970's Lifestage Fund - A 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.

What is the APIR code of the BT Pooled Super Trusts - 1970s Lifestage managed fund?

The APIR code of the BT Pooled Super Trusts - 1970s Lifestage managed fund is BTA2761AU.

What was BT Pooled Super Trusts - 1970s Lifestage’s total return last month?

BT Pooled Super Trusts - 1970s Lifestage’s total return last month was -2.15%. This was made up of a growth return of -2.15% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

What was BT Pooled Super Trusts - 1970s Lifestage’s total return for the last three months?

BT Pooled Super Trusts - 1970s Lifestage’s total return for the last three months was 0.51%. This was made up of a growth return of 0.51% and an income return of 0%%. These returns were calculated as at 30 Sep 2021.

What is BT Pooled Super Trusts - 1970s Lifestage’s one-year total return?

BT Pooled Super Trusts - 1970s Lifestage’s one-year total return is 22.86%. This was made up of a growth return of 22.86% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

What is BT Pooled Super Trusts - 1970s Lifestage’s three-year total return?

BT Pooled Super Trusts - 1970s Lifestage’s one-year total return is 8.83%. This was made up of a growth return of 8.83% and an income return of 0%. These returns were calculated as at 30 Sep 2021.

What is the asset allocation of the BT Pooled Super Trusts - 1970s Lifestage managed fund?

The asset allocation of the BT Pooled Super Trusts - 1970s Lifestage managed fund is :

Australian Equities: 34.09%

International Equities: 46.71%

Cash: 4.21%

Property: 10.38%

Fixed Interest: 3.09%

Alternatives: 1.52%

Who is the responsible Entity of the BT Pooled Super Trusts - 1970s Lifestage managed fund?

The Responsible Entity for the BT Pooled Super Trusts - 1970s Lifestage managed fund is BT Funds Management Ltd.

What sector/asset class does the BT Pooled Super Trusts - 1970s Lifestage managed fund belong to?

The BT Pooled Super Trusts - 1970s Lifestage managed fund belongs to the Multisector Life Stages ? 1970s sector/asset class.

What is the size of the BT Pooled Super Trusts - 1970s Lifestage managed fund?

As at 30 Apr 2023, the size of the BT Pooled Super Trusts - 1970s Lifestage managed fund was $0 million.

What is the inception date of the BT Pooled Super Trusts - 1970s Lifestage managed fund?

The BT Pooled Super Trusts - 1970s Lifestage managed fund has an inception date of 22 Apr 2017.

What is the current entry price of the BT Pooled Super Trusts - 1970s Lifestage managed fund?

The current entry price of the BT Pooled Super Trusts - 1970s Lifestage managed fund is $1.5125 per unit and the current exit price is $1.5076 per unit (as at 15 Oct 2021).

What is the current exit price of the BT Pooled Super Trusts - 1970s Lifestage managed fund?

The current exit price of the BT Pooled Super Trusts - 1970s Lifestage managed fund is $1.5076 per unit and the current entry price is $1.5125 per unit (as at 15 Oct 2021).

What is the minimum investment amount for the BT Pooled Super Trusts - 1970s Lifestage managed fund?

The minimum initial investment amount for the BT Pooled Super Trusts - 1970s 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.

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