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  5. BT Super Index Growth - Super & TTR 2 - Managed fund profile

BT Super Index Growth - Super & TTR 2 - Managed Fund (Closed)

Fund Objective
Aims to provide investors with predominantly moderate to high growth and some return from income, which tracks the overall return of a diversified portfolio of underlying investments.
Fund Strategy
Invests in a diverse mix of assets with an emphasis (around 85%) on the growth oriented assets of Australian and international shares, and investment (around 15%) in the defensive assets of cash and fixed interest providing some income and stability of returns.

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 0.44% 3.95% 9.8% -1.81% 4.3% 10.7% -% -%
Growth return 0.44% 3.95% 9.8% -1.81% 4.3% 10.7% -% -%
Income return 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 Index Growth - Super & TTR 2
Australian Equities
37.77%
International Equities
29.23%
Cash
2.03%
Property
19.23%
Fixed Interest
11.74%
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 Index Growth - Super & TTR 2
Closed
BT Funds Management Ltd
BTA1570AU
Multisector Aggressive
starstarstar (as at 31 Mar 2023)
Superannuation Fund
23 Jul 2018
$44.5 million (as at 31 Mar 2023)
$1.2893 (as at 31 Mar 2023)
$1.2872 (as at 31 Mar 2023)
Finalised
Offer information
Type Description
MER 0.80% (as at 1 Aug 2021)
Indirect Cost Ratio (ICR) 0.89% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0
Minimum initial investment

FAQs about the BT Super Index Growth - Super & TTR 2

The objective of the BT Super Index Growth - Super & TTR 2 managed fund is Aims to provide investors with predominantly moderate to high growth and some return from income, which tracks the overall return of a diversified portfolio of underlying investments.

The strategy of the BT Super Index Growth - Super & TTR 2 managed fund is Invests in a diverse mix of assets with an emphasis (around 85%) on the growth oriented assets of Australian and international shares, and investment (around 15%) in the defensive assets of cash and fixed interest providing some income and stability of returns.

The APIR code of the BT Super Index Growth - Super & TTR 2 managed fund is BTA1570AU.

BT Super Index Growth - Super & TTR 2’s total return last month was 0.44%. This was made up of a growth return of 0.44% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Index Growth - Super & TTR 2’s total return for the last three months was 3.95%. This was made up of a growth return of 3.95% and an income return of 0%%. These returns were calculated as at 31 Mar 2023.

BT Super Index Growth - Super & TTR 2’s one-year total return is -1.81%. This was made up of a growth return of -1.81% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Index Growth - Super & TTR 2’s one-year total return is 10.7%. This was made up of a growth return of 10.7% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

The asset allocation of the BT Super Index Growth - Super & TTR 2 managed fund is :

Australian Equities
37.77%
International Equities
29.23%
Cash
2.03%
Property
19.23%
Fixed Interest
11.74%
Alternatives
0%

The Responsible Entity for the BT Super Index Growth - Super & TTR 2 managed fund is BT Funds Management Ltd.

The BT Super Index Growth - Super & TTR 2 managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Mar 2023, the size of the BT Super Index Growth - Super & TTR 2 managed fund was $44.5 million.

The BT Super Index Growth - Super & TTR 2 managed fund has an inception date of 23 Jul 2018.

The current entry price of the BT Super Index Growth - Super & TTR 2 managed fund is $1.2893 per unit and the current exit price is $1.2872 per unit (as at 31 Mar 2023).

The current exit price of the BT Super Index Growth - Super & TTR 2 managed fund is $1.2872 per unit and the current entry price is $1.2893 per unit (as at 31 Mar 2023).

The minimum initial investment amount for the BT Super Index Growth - Super & TTR 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.