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  5. BT Super for Life - Growth Fund Retir - Managed fund profile

BT Super for Life - Growth Fund Retir - Managed Fund (Closed)

Fund Objective
N/A
Fund Strategy
N/A

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 1.59% 7.02% 17.11% 4.48% 5.08% 14.32% 7.3% 10.53%
Growth return 1.59% 7.02% 17.11% 4.48% 5.08% 14.32% 7.3% 10.53%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 0% 2.01% 8.7% 25.16% 14.86% 7.15% 8.74% 9.16%
As at 31 Mar 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Super for Life - Growth Fund Retir
Australian Equities
35.22%
International Equities
64.36%
Cash
0.42%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
34.11%
International Equities
48.68%
Cash
3.24%
Property
4.86%
Fixed Interest
5.58%
Alternatives
3.52%

General Information

Fund Details
Type Description
BT Super for Life - Growth Fund Retir
Closed
BT Funds Management Ltd
BTA0284AU
Multisector Aggressive
starstarstarstar (as at 31 Mar 2023)
Superannuation Fund
29 Oct 2007
$19.05 million (as at 31 Mar 2023)
$2.6488 (as at 31 Mar 2023)
$2.638 (as at 31 Mar 2023)
Finalised
Offer information
Type Description
MER 1.05% (as at 1 Aug 2021)
Indirect Cost Ratio (ICR) 1.05% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2023)

Holding (as at 31 Dec 2023) Type % of Portfolio
Pendal Fd Svcs Mutual Fund - Open End 35.91%
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FAQs about the BT Super for Life - Growth Fund Retir

The objective of the BT Super for Life - Growth Fund Retir managed fund is N/A

The strategy of the BT Super for Life - Growth Fund Retir managed fund is N/A

The APIR code of the BT Super for Life - Growth Fund Retir managed fund is BTA0284AU.

BT Super for Life - Growth Fund Retir’s total return last month was 1.59%. This was made up of a growth return of 1.59% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super for Life - Growth Fund Retir’s total return for the last three months was 7.02%. This was made up of a growth return of 7.02% and an income return of 0%%. These returns were calculated as at 31 Mar 2023.

BT Super for Life - Growth Fund Retir’s one-year total return is 4.48%. This was made up of a growth return of 4.48% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super for Life - Growth Fund Retir’s one-year total return is 14.32%. This was made up of a growth return of 14.32% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

The asset allocation of the BT Super for Life - Growth Fund Retir managed fund is :

Australian Equities
35.22%
International Equities
64.36%
Cash
0.42%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Super for Life - Growth Fund Retir managed fund is BT Funds Management Ltd.

The BT Super for Life - Growth Fund Retir managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Mar 2023, the size of the BT Super for Life - Growth Fund Retir managed fund was $19.05 million.

The BT Super for Life - Growth Fund Retir managed fund has an inception date of 29 Oct 2007.

The current entry price of the BT Super for Life - Growth Fund Retir managed fund is $2.6488 per unit and the current exit price is $2.638 per unit (as at 31 Mar 2023).

The current exit price of the BT Super for Life - Growth Fund Retir managed fund is $2.638 per unit and the current entry price is $2.6488 per unit (as at 31 Mar 2023).

The minimum initial investment amount for the BT Super for Life - Growth Fund 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.