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  5. BT Super Active Balanced - Super & TTR 2 - Managed fund profile

BT Super Active Balanced - Super & TTR 2 - Managed Fund (Closed)

Fund Objective
Aims to provide moderate to high total returns (before fees and taxes) over the medium term from a combination of capital growth and returns from income through a diversified mix of growth and defensive assets.
Fund Strategy
Invests in a diverse mix of assets with both incomeproducing assets of cash and fixed interest (around 30%) and growth assets of shares and property (around 70%).

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 0.93% 3.78% 8.25% -1.68% 1.92% 8.27% -% -%
Growth return 0.93% 3.78% 8.25% -1.68% 1.92% 8.27% -% -%
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 31 Mar 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Super Active Balanced - Super & TTR 2
Australian Equities
28.32%
International Equities
34.89%
Cash
2.29%
Property
8.28%
Fixed Interest
20.76%
Alternatives
5.46%
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 Super Active Balanced - Super & TTR 2
Closed
BT Funds Management Ltd
BTA8610AU
Multisector Growth
starstarstar (as at 31 Mar 2023)
Superannuation Fund
23 Jul 2018
$2226.14 million (as at 31 Mar 2023)
$1.2052 (as at 31 Mar 2023)
$1.2017 (as at 31 Mar 2023)
Finalised
Offer information
Type Description
MER 0.69% (as at 30 Aug 2022)
Indirect Cost Ratio (ICR) 1.08% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0.01
Minimum initial investment

Top 10 holdings (as at 31 Mar 2023)

Holding (as at 31 Mar 2023) Type % of Portfolio
Advance Australia Shr Multi-Blend W Mutual Fund - Open End 25.78%
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FAQs about the BT Super Active Balanced - Super & TTR 2

The objective of the BT Super Active Balanced - Super & TTR 2 managed fund is Aims to provide moderate to high total returns (before fees and taxes) over the medium term from a combination of capital growth and returns from income through a diversified mix of growth and defensive assets.

The strategy of the BT Super Active Balanced - Super & TTR 2 managed fund is Invests in a diverse mix of assets with both incomeproducing assets of cash and fixed interest (around 30%) and growth assets of shares and property (around 70%).

The APIR code of the BT Super Active Balanced - Super & TTR 2 managed fund is BTA8610AU.

BT Super Active Balanced - Super & TTR 2’s total return last month was 0.93%. This was made up of a growth return of 0.93% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Active Balanced - Super & TTR 2’s total return for the last three months was 3.78%. This was made up of a growth return of 3.78% and an income return of 0%%. These returns were calculated as at 31 Mar 2023.

BT Super Active Balanced - Super & TTR 2’s one-year total return is -1.68%. This was made up of a growth return of -1.68% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Active Balanced - Super & TTR 2’s one-year total return is 8.27%. This was made up of a growth return of 8.27% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

The asset allocation of the BT Super Active Balanced - Super & TTR 2 managed fund is :

Australian Equities
28.32%
International Equities
34.89%
Cash
2.29%
Property
8.28%
Fixed Interest
20.76%
Alternatives
5.46%

The Responsible Entity for the BT Super Active Balanced - Super & TTR 2 managed fund is BT Funds Management Ltd.

The BT Super Active Balanced - Super & TTR 2 managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Mar 2023, the size of the BT Super Active Balanced - Super & TTR 2 managed fund was $2226.14 million.

The BT Super Active Balanced - Super & TTR 2 managed fund has an inception date of 23 Jul 2018.

The current entry price of the BT Super Active Balanced - Super & TTR 2 managed fund is $1.2052 per unit and the current exit price is $1.2017 per unit (as at 31 Mar 2023).

The current exit price of the BT Super Active Balanced - Super & TTR 2 managed fund is $1.2017 per unit and the current entry price is $1.2052 per unit (as at 31 Mar 2023).

The minimum initial investment amount for the BT Super Active Balanced - Super & TTR 2 managed fund 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.