BT Super Active Moderate 2 - Managed Fund (Closed)

Fund Objective

Aims to provide relatively stable total returns (before fees and taxes) over the short to medium term, with some capital growth over the long term through a diversified mix of growth and defensive assets.

Fund Strategy

Invests in a mix of defensive assets such as cash and fixed interest (around 50%) and growth assets such as shares and property (around 50%).

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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Fees Comparison

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	1.13%	3.76%	7.57%	-1.71%	1.02%	5.91%	-%	-%
Growth return	1.13%	3.76%	7.57%	-1.71%	1.02%	5.91%	-%	-%
Income return	0%	0%	0%	0%	0%	0%	-%	-%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return	-0.68%	1.17%	6.1%	16.84%	9.57%	3.59%	4.65%	5.92%

As at 31 Mar 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

Average Allocation of Peers

Alternatives: 6.88%

Australian Equities: 15.88%

International Equities: 27.90%

Cash: 9.88%

Property: 3.97%

Fixed Interest: 35.49%

General Information

Fund Details

Type	Description
Fund Name	BT Super Active Moderate 2
Fund Status	Closed
Responsible Entity	BT Funds Management Ltd
APIR Code	BTA4220AU
Sector/Asset Class	Multisector Balanced
Morningstar Rating	(as at 31 Mar 2023)
Legal Structure	Superannuation Fund
Fund Inception	23 Jul 2018
Fund Size	$8.44 million (as at 31 Mar 2023)
Entry Price	$1.2265 (as at 31 Mar 2023)
Exit Price	$1.2237 (as at 31 Mar 2023)
Fund Status	Finalised

Offer information

Type	Description
MER	0.69% (as at 30 Aug 2022)
Indirect Cost Ratio (ICR)	1.03% (as at 30 Jun 2021)
Performance fee (not included in ICR)	0.01
Minimum initial investment

FAQs about the BT Super Active Moderate 2

What is the objective of the BT Super Active Moderate 2 managed fund?

The objective of the BT Super Active Moderate 2 managed fund is Aims to provide relatively stable total returns (before fees and taxes) over the short to medium term, with some capital growth over the long term through a diversified mix of growth and defensive assets.

What is the strategy for the BT Super Active Moderate 2 managed fund?

The strategy of the BT Super Active Moderate 2 managed fund is Invests in a mix of defensive assets such as cash and fixed interest (around 50%) and growth assets such as shares and property (around 50%).

What is the APIR code of the BT Super Active Moderate 2 managed fund?

The APIR code of the BT Super Active Moderate 2 managed fund is BTA4220AU.

What was BT Super Active Moderate 2’s total return last month?

BT Super Active Moderate 2’s total return last month was 1.13%. This was made up of a growth return of 1.13% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

What was BT Super Active Moderate 2’s total return for the last three months?

BT Super Active Moderate 2’s total return for the last three months was 3.76%. This was made up of a growth return of 3.76% and an income return of 0%%. These returns were calculated as at 31 Mar 2023.

What is BT Super Active Moderate 2’s one-year total return?

BT Super Active Moderate 2’s one-year total return is -1.71%. This was made up of a growth return of -1.71% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

What is BT Super Active Moderate 2’s three-year total return?

BT Super Active Moderate 2’s one-year total return is 5.91%. This was made up of a growth return of 5.91% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

What is the asset allocation of the BT Super Active Moderate 2 managed fund?

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

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property: 0%

Fixed Interest: 0%

Who is the responsible Entity of the BT Super Active Moderate 2 managed fund?

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

What sector/asset class does the BT Super Active Moderate 2 managed fund belong to?

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

What is the size of the BT Super Active Moderate 2 managed fund?

As at 31 Mar 2023, the size of the BT Super Active Moderate 2 managed fund was $8.44 million.

What is the inception date of the BT Super Active Moderate 2 managed fund?

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

What is the current entry price of the BT Super Active Moderate 2 managed fund?

The current entry price of the BT Super Active Moderate 2 managed fund is $1.2265 per unit and the current exit price is $1.2237 per unit (as at 31 Mar 2023).

What is the current exit price of the BT Super Active Moderate 2 managed fund?

The current exit price of the BT Super Active Moderate 2 managed fund is $1.2237 per unit and the current entry price is $1.2265 per unit (as at 31 Mar 2023).

What is the minimum investment amount for the BT Super Active Moderate 2 managed fund?

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

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