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

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

Fund Objective
Aims to provide an overall return (before fees and taxes) that exceeds the return from the benchmark, when measured over the minimum suggested investment timeframe.
Fund Strategy
The Investment Option is actively managed and invests primarily in Australian shares which are selected based on the investment manager's assessment of their long term worth and ability to outperform the market.

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 0.66% 9.54% -0.83% 6.61% 6.71% 9.34% 6.65% 8.97%
Growth return 0.66% 9.54% -0.83% 6.61% 6.71% 9.34% 6.65% 8.97%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return -1.31% 2.1% 8.44% 24.89% 13.39% 8.01% 8.17% 8.32%
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 - Australian Share
Australian Equities
97.89%
Cash
2.11%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.16%
Cash
0.03%
International Equities
4.29%
Property
2.10%
Fixed Interest
0.40%
Alternatives
0.02%

General Information

Fund Details
Type Description
BT Retirement Selection - Personal Super Plan - Australian Share
Closed
BT Funds Management No.2 Limited
BTA0014AU
Equity Australia Large Blend
starstarstar (as at 31 Mar 2019)
Superannuation Fund
31 Dec 1994
$61.54 million (as at 31 Mar 2019)
$7.0083 (as at 12 Apr 2019)
$6.9734 (as at 12 Apr 2019)
Finalised
Offer information
Type Description
Standard entry fee 3%
Indirect Cost Ratio (ICR) 2.12% (as at 30 Jun 2015)

Top 10 holdings (as at 30 Sep 2024)

Holding (as at 30 Sep 2024) Type % of Portfolio
Bt Invest Mgnt Mutual Fund - Open End 11.75%
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FAQs about the BT Retirement Selection - Personal Super Plan - Australian Share

The objective of the BT Retirement Selection - Personal Super Plan - Australian Share managed fund is Aims to provide an overall return (before fees and taxes) that exceeds the return from the benchmark, when measured over the minimum suggested investment timeframe.

The strategy of the BT Retirement Selection - Personal Super Plan - Australian Share managed fund is The Investment Option is actively managed and invests primarily in Australian shares which are selected based on the investment manager's assessment of their long term worth and ability to outperform the market.

The APIR code of the BT Retirement Selection - Personal Super Plan - Australian Share managed fund is BTA0014AU.

BT Retirement Selection - Personal Super Plan - Australian Share’s total return last month was 0.66%. This was made up of a growth return of 0.66% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Retirement Selection - Personal Super Plan - Australian Share’s total return for the last three months was 9.54%. This was made up of a growth return of 9.54% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.

BT Retirement Selection - Personal Super Plan - Australian Share’s one-year total return is 6.61%. This was made up of a growth return of 6.61% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Retirement Selection - Personal Super Plan - Australian Share’s one-year total return is 9.34%. This was made up of a growth return of 9.34% 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 - Australian Share managed fund is :

Australian Equities
97.89%
Cash
2.11%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Retirement Selection - Personal Super Plan - Australian Share managed fund is BT Funds Management No.2 Limited.

The BT Retirement Selection - Personal Super Plan - Australian Share managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Mar 2019, the size of the BT Retirement Selection - Personal Super Plan - Australian Share managed fund was $61.54 million.

The BT Retirement Selection - Personal Super Plan - Australian Share managed fund has an inception date of 31 Dec 1994.

The current entry price of the BT Retirement Selection - Personal Super Plan - Australian Share managed fund is $7.0083 per unit and the current exit price is $6.9734 per unit (as at 12 Apr 2019).

The current exit price of the BT Retirement Selection - Personal Super Plan - Australian Share managed fund is $6.9734 per unit and the current entry price is $7.0083 per unit (as at 12 Apr 2019).

The minimum initial investment amount for the BT Retirement Selection - Personal Super Plan - Australian Share 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.