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

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

Fund Objective
Aims to provide a return (before fees and taxes) that exceeds the return from its specified benchmark over the minimum suggested investment timeframe of 5 years.
Fund Strategy
Is actively managed and primarily invests in listed and unlisted property-related investments including listed property trusts, developers and infrastructure investments, both directly and indirectly. The fund invests primarily in Australia but at times has some overseas exposure.

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 5.37% 14.2% 11.72% 23.89% 10.35% 8.72% 12.91% 13.47%
Growth return 5.37% 14.2% 11.72% 23.89% 10.35% 8.72% 12.91% 13.47%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 A-REIT TR)
Total return -2.51% 4.46% 14.2% 52.18% 21.11% 8.02% 6.24% 9.27%
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 - Property Securities
Cash
1.44%
Property
98.56%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.82%
Property
95.03%
Australian Equities
2.12%
International Equities
0.75%
Fixed Interest
0.25%
Alternatives
0.04%

General Information

Fund Details
Type Description
BT Retirement Selection - Personal Super Plan - Property Securities
Closed
Westpac Financial Services Limited
BTA0017AU
Equity Australia Real Estate
starstarstarstar (as at 31 Mar 2019)
Superannuation Fund
31 Dec 1994
$8.39 million (as at 31 Mar 2019)
n/a
$4.9655 (as at 12 Apr 2019)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.13% (as at 30 Jun 2015)
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Oct 2024)

Holding (as at 31 Oct 2024) Type % of Portfolio
Goodman Group Equity 35.71%
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FAQs about the BT Retirement Selection - Personal Super Plan - Property Securities

The objective of the BT Retirement Selection - Personal Super Plan - Property Securities managed fund is Aims to provide a return (before fees and taxes) that exceeds the return from its specified benchmark over the minimum suggested investment timeframe of 5 years.

The strategy of the BT Retirement Selection - Personal Super Plan - Property Securities managed fund is Is actively managed and primarily invests in listed and unlisted property-related investments including listed property trusts, developers and infrastructure investments, both directly and indirectly. The fund invests primarily in Australia but at times has some overseas exposure.

The APIR code of the BT Retirement Selection - Personal Super Plan - Property Securities managed fund is BTA0017AU.

BT Retirement Selection - Personal Super Plan - Property Securities’s total return last month was 5.37%. This was made up of a growth return of 5.37% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Retirement Selection - Personal Super Plan - Property Securities’s total return for the last three months was 14.2%. This was made up of a growth return of 14.2% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.

BT Retirement Selection - Personal Super Plan - Property Securities’s one-year total return is 23.89%. This was made up of a growth return of 23.89% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Retirement Selection - Personal Super Plan - Property Securities’s one-year total return is 8.72%. This was made up of a growth return of 8.72% 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 - Property Securities managed fund is :

Cash
1.44%
Property
98.56%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Retirement Selection - Personal Super Plan - Property Securities managed fund is Westpac Financial Services Limited.

The BT Retirement Selection - Personal Super Plan - Property Securities managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 31 Mar 2019, the size of the BT Retirement Selection - Personal Super Plan - Property Securities managed fund was $8.39 million.

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

The current entry price of the BT Retirement Selection - Personal Super Plan - Property Securities managed fund is $ per unit and the current exit price is $4.9655 per unit (as at 12 Apr 2019).

The current exit price of the BT Retirement Selection - Personal Super Plan - Property Securities managed fund is $4.9655 per unit and the current entry price is $ per unit (as at 12 Apr 2019).

The minimum initial investment amount for the BT Retirement Selection - Personal Super Plan - Property Securities managed fund is $5,000. 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.