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  5. BT Super for Life - Moderate Retir - Managed fund profile

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

Fund Objective
Account holders earn interest on money invested. Interest is calculated daily and credited monthly.
Fund Strategy
Invests in cash via a life policy with Westpac Life Insurance Services Limited.

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 0.6% 3.72% 8.75% -1.3% 4.3% 10.18% 5.94% 7.15%
Growth return 0.6% 3.72% 8.75% -1.3% 4.3% 10.18% 5.94% 7.15%
Income return 0% 0% 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 for Life - Moderate Retir
Australian Equities
25.33%
International Equities
34.64%
Cash
5.61%
Property
3.93%
Fixed Interest
16.80%
Alternatives
13.70%
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 for Life - Moderate Retir
Closed
BT Funds Management Ltd
BTA0285AU
Multisector Growth
starstarstar (as at 31 Mar 2023)
Superannuation Fund
29 Oct 2007
$55.9 million (as at 31 Mar 2023)
$2.1372 (as at 31 Mar 2023)
$2.1312 (as at 31 Mar 2023)
Finalised
Offer information
Type Description
MER 1.94% (as at 1 Feb 2022)
Indirect Cost Ratio (ICR) 0.99% (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 Oct 2024)

Holding (as at 31 Oct 2024) Type % of Portfolio
CSL Ltd Equity 2.66%
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FAQs about the BT Super for Life - Moderate Retir

The objective of the BT Super for Life - Moderate Retir managed fund is Account holders earn interest on money invested. Interest is calculated daily and credited monthly.

The strategy of the BT Super for Life - Moderate Retir managed fund is Invests in cash via a life policy with Westpac Life Insurance Services Limited.

The APIR code of the BT Super for Life - Moderate Retir managed fund is BTA0285AU.

BT Super for Life - Moderate Retir’s total return last month was 0.6%. This was made up of a growth return of 0.6% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super for Life - Moderate Retir’s total return for the last three months was 3.72%. This was made up of a growth return of 3.72% and an income return of 0%%. These returns were calculated as at 31 Mar 2023.

BT Super for Life - Moderate Retir’s one-year total return is -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 - Moderate Retir’s one-year total return is 10.18%. This was made up of a growth return of 10.18% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

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

Australian Equities
25.33%
International Equities
34.64%
Cash
5.61%
Property
3.93%
Fixed Interest
16.80%
Alternatives
13.70%

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

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

As at 31 Mar 2023, the size of the BT Super for Life - Moderate Retir managed fund was $55.9 million.

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

The current entry price of the BT Super for Life - Moderate Retir managed fund is $2.1372 per unit and the current exit price is $2.1312 per unit (as at 31 Mar 2023).

The current exit price of the BT Super for Life - Moderate Retir managed fund is $2.1312 per unit and the current entry price is $2.1372 per unit (as at 31 Mar 2023).

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