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  5. BT Super Active Defensive 2 - Managed fund profile

BT Super Active Defensive 2 - Managed Fund (Closed)

Fund Objective
Aims to provide income with a low risk of capital loss over the short to medium term, with some capital growth over the long term.
Fund Strategy
Invests in a diverse mix of assets with the majority in the defensive assets of cash and fixed interest (around 70%) and a modest investment in growth assets such as shares and property (around 30%).

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 1.18% 3.26% 6.03% -1.7% -0.25% 3.21% -% -%
Growth return 1.18% 3.26% 6.03% -1.7% -0.25% 3.21% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return -0.94% 0.81% 4.73% 12.7% 6.97% 2.07% 2.67% 4.24%
As at 31 Mar 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Super Active Defensive 2
Australian Equities
11.37%
International Equities
14.74%
Cash
0.31%
Property
4.88%
Fixed Interest
62.90%
Alternatives
5.80%
Average Allocation of Peers
Australian Equities
11.08%
International Equities
13.65%
Cash
17.14%
Property
4.31%
Fixed Interest
47.60%
Alternatives
6.22%

General Information

Fund Details
Type Description
BT Super Active Defensive 2
Closed
BT Funds Management Ltd
BTA4224AU
Multisector Moderate
starstarstar (as at 31 Mar 2023)
Superannuation Fund
23 Jul 2018
$23.44 million (as at 31 Mar 2023)
$1.1266 (as at 31 Mar 2023)
$1.1245 (as at 31 Mar 2023)
Finalised
Offer information
Type Description
MER 1.63% (as at 30 Sep 2022)
Indirect Cost Ratio (ICR) 0.98% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0.02
Minimum initial investment

Top 10 holdings (as at 31 Mar 2023)

Holding (as at 31 Mar 2023) Type % of Portfolio
Advance Aus Fixed Intr Multi-Blend Mutual Fund - Open End 19.37%
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FAQs about the BT Super Active Defensive 2

The objective of the BT Super Active Defensive 2 managed fund is Aims to provide income with a low risk of capital loss over the short to medium term, with some capital growth over the long term.

The strategy of the BT Super Active Defensive 2 managed fund is Invests in a diverse mix of assets with the majority in the defensive assets of cash and fixed interest (around 70%) and a modest investment in growth assets such as shares and property (around 30%).

The APIR code of the BT Super Active Defensive 2 managed fund is BTA4224AU.

BT Super Active Defensive 2’s total return last month was 1.18%. This was made up of a growth return of 1.18% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Active Defensive 2’s total return for the last three months was 3.26%. This was made up of a growth return of 3.26% and an income return of 0%%. These returns were calculated as at 31 Mar 2023.

BT Super Active Defensive 2’s one-year total return is -1.7%. This was made up of a growth return of -1.7% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Active Defensive 2’s one-year total return is 3.21%. This was made up of a growth return of 3.21% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

The asset allocation of the BT Super Active Defensive 2 managed fund is :

Australian Equities
11.37%
International Equities
14.74%
Cash
0.31%
Property
4.88%
Fixed Interest
62.90%
Alternatives
5.80%

The Responsible Entity for the BT Super Active Defensive 2 managed fund is BT Funds Management Ltd.

The BT Super Active Defensive 2 managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Mar 2023, the size of the BT Super Active Defensive 2 managed fund was $23.44 million.

The BT Super Active Defensive 2 managed fund has an inception date of 23 Jul 2018.

The current entry price of the BT Super Active Defensive 2 managed fund is $1.1266 per unit and the current exit price is $1.1245 per unit (as at 31 Mar 2023).

The current exit price of the BT Super Active Defensive 2 managed fund is $1.1245 per unit and the current entry price is $1.1266 per unit (as at 31 Mar 2023).

The minimum initial investment amount for the BT Super Active Defensive 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.