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  5. BT Super for Life - 1940s Lifestage Retir - Managed fund profile

BT Super for Life - 1940s Lifestage Retir - Managed Fund (Closed)

Fund Objective
The Fund has an objective to provide an investment return above inflation.
Fund Strategy
The Lifestage Fund investments are made using the 'multi-manager' approach - combining high quality investment managers from Australia and around the world into a single fund.

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 1.3% 4.02% 7.18% -0.48% 0.52% 3.69% 2.99% 3.37%
Growth return 1.3% 4.02% 7.18% -0.48% 0.52% 3.69% 2.99% 3.37%
Income return 0% 0% 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 for Life - 1940s Lifestage Retir
Australian Equities
18.11%
International Equities
25.20%
Cash
6.07%
Property
6.31%
Fixed Interest
44.30%
Alternatives
0%
Average Allocation of Peers
Australian Equities
11.09%
International Equities
13.67%
Cash
17.10%
Property
4.32%
Fixed Interest
47.58%
Alternatives
6.24%

General Information

Fund Details
Type Description
BT Super for Life - 1940s Lifestage Retir
Closed
BT Funds Management Ltd
BTA0281AU
Multisector Life Stages ? 1940s and earlier
starstarstar (as at 31 Mar 2023)
Superannuation Fund
29 Oct 2007
$20.74 million (as at 31 Mar 2023)
$1.7496 (as at 31 Mar 2023)
$1.744 (as at 31 Mar 2023)
Finalised
Offer information
Type Description
MER 0.79% (as at 30 Nov 2022)
Indirect Cost Ratio (ICR) 0.94% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0.02
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the BT Super for Life - 1940s Lifestage Retir

The objective of the BT Super for Life - 1940s Lifestage Retir managed fund is The Fund has an objective to provide an investment return above inflation.

The strategy of the BT Super for Life - 1940s Lifestage Retir managed fund is The Lifestage Fund investments are made using the 'multi-manager' approach - combining high quality investment managers from Australia and around the world into a single fund.

The APIR code of the BT Super for Life - 1940s Lifestage Retir managed fund is BTA0281AU.

BT Super for Life - 1940s Lifestage Retir’s total return last month was 1.3%. This was made up of a growth return of 1.3% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super for Life - 1940s Lifestage Retir’s total return for the last three months was 4.02%. This was made up of a growth return of 4.02% and an income return of 0%%. These returns were calculated as at 31 Mar 2023.

BT Super for Life - 1940s Lifestage Retir’s one-year total return is -0.48%. This was made up of a growth return of -0.48% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super for Life - 1940s Lifestage Retir’s one-year total return is 3.69%. This was made up of a growth return of 3.69% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

The asset allocation of the BT Super for Life - 1940s Lifestage Retir managed fund is :

Australian Equities
18.11%
International Equities
25.20%
Cash
6.07%
Property
6.31%
Fixed Interest
44.30%
Alternatives
0%

The Responsible Entity for the BT Super for Life - 1940s Lifestage Retir managed fund is BT Funds Management Ltd.

The BT Super for Life - 1940s Lifestage Retir managed fund belongs to the Multisector Life Stages ? 1940s and earlier sector/asset class.

As at 31 Mar 2023, the size of the BT Super for Life - 1940s Lifestage Retir managed fund was $20.74 million.

The BT Super for Life - 1940s Lifestage Retir managed fund has an inception date of 29 Oct 2007.

The current entry price of the BT Super for Life - 1940s Lifestage Retir managed fund is $1.7496 per unit and the current exit price is $1.744 per unit (as at 31 Mar 2023).

The current exit price of the BT Super for Life - 1940s Lifestage Retir managed fund is $1.744 per unit and the current entry price is $1.7496 per unit (as at 31 Mar 2023).

The minimum initial investment amount for the BT Super for Life - 1940s Lifestage Retir managed fund is $0. 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.