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  5. BT Retirement Selection - Personal Super Plan - Cash - Managed fund profile

BT Retirement Selection - Personal Super Plan - Cash - Managed Fund (Closed)

Fund Objective
To provide a low-risk investment option that generally earns higher interest than a traditional bank account.
Fund Strategy
Invests primarily in a range of short-term securities, government, and bank-backed securities and high-quality corporate securities. Asset allocation ranges (with benchmarks in brackets): cash 0-100% (100%).

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 0.18% 0.34% 0.6% 1.08% 1.12% 1.14% 1.26% 1.87%
Growth return 0.18% 0.34% 0.6% 1.08% 1.12% 1.14% 1.26% 1.87%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.37% 1.09% 2.19% -% 4.08% 3.08% 1.93% 1.92%
As at 31 Mar 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Retirement Selection - Personal Super Plan - Cash
Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
23.14%
Australian Equities
5.14%
International Equities
8.97%
Property
1.84%
Fixed Interest
34.64%
Alternatives
26.27%

General Information

Fund Details
Type Description
BT Retirement Selection - Personal Super Plan - Cash
Closed
BT Funds Management Ltd
BTA0401AU
Australian Cash
starstarstar (as at 31 Mar 2013)
Superannuation Fund
1 Mar 1991
$11.65 million (as at 31 Mar 2019)
$2.5783 (as at 12 Apr 2019)
$2.5783 (as at 12 Apr 2019)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.27% (as at 30 Jun 2015)

FAQs about the BT Retirement Selection - Personal Super Plan - Cash

The objective of the BT Retirement Selection - Personal Super Plan - Cash managed fund is To provide a low-risk investment option that generally earns higher interest than a traditional bank account.

The strategy of the BT Retirement Selection - Personal Super Plan - Cash managed fund is Invests primarily in a range of short-term securities, government, and bank-backed securities and high-quality corporate securities. Asset allocation ranges (with benchmarks in brackets): cash 0-100% (100%).

The APIR code of the BT Retirement Selection - Personal Super Plan - Cash managed fund is BTA0401AU.

BT Retirement Selection - Personal Super Plan - Cash’s total return last month was 0.18%. This was made up of a growth return of 0.18% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Retirement Selection - Personal Super Plan - Cash’s total return for the last three months was 0.34%. This was made up of a growth return of 0.34% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.

BT Retirement Selection - Personal Super Plan - Cash’s one-year total return is 1.08%. This was made up of a growth return of 1.08% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Retirement Selection - Personal Super Plan - Cash’s one-year total return is 1.14%. This was made up of a growth return of 1.14% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

The asset allocation of the BT Retirement Selection - Personal Super Plan - Cash managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Retirement Selection - Personal Super Plan - Cash managed fund is BT Funds Management Ltd.

The BT Retirement Selection - Personal Super Plan - Cash managed fund belongs to the Australian Cash sector/asset class.

As at 31 Mar 2019, the size of the BT Retirement Selection - Personal Super Plan - Cash managed fund was $11.65 million.

The BT Retirement Selection - Personal Super Plan - Cash managed fund has an inception date of 1 Mar 1991.

The current entry price of the BT Retirement Selection - Personal Super Plan - Cash managed fund is $2.5783 per unit and the current exit price is $2.5783 per unit (as at 12 Apr 2019).

The current exit price of the BT Retirement Selection - Personal Super Plan - Cash managed fund is $2.5783 per unit and the current entry price is $2.5783 per unit (as at 12 Apr 2019).

The minimum initial investment amount for the BT Retirement Selection - Personal Super Plan - Cash managed fund is $.

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.