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  5. BT Superannuation Investment - Managed fund profile

BT Superannuation Investment - Managed Fund (Closed)

Fund Objective
To achieve returns of at least 3% pa above the inflation rate, thereby maintaining the real value of the assets of the Fund over the long-term (five years or more).
Fund Strategy
To invest directly in assets or indirectly through collective investments (such as life policies or unit trusts) so the underlying investments include Australian and international shares, Australian and international bonds, and listed property trusts. Asset allocation ranges (with benchmarks in brackets): Australian shares 23-43% (33%), international shares 12-32% (22%), Australian bonds/debt securities 10-30% (20%), international bonds/debt securities 0-20% (10%), property 0-20% (10%), income-only investments 0-20% (5%).

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 0.98% 5.9% -0.23% 4.73% 4.69% 6.25% 5.71% 7.59%
Growth return 0.98% 5.9% -0.23% 4.73% 4.69% 6.25% 5.71% 7.59%
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 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Superannuation Investment
Australian Equities
32.24%
International Equities
28.04%
Cash
2%
Property
6.15%
Fixed Interest
17.11%
Alternatives
14.46%
Average Allocation of Peers
Australian Equities
27.51%
International Equities
34.07%
Cash
5.57%
Property
6.79%
Fixed Interest
21.68%
Alternatives
4.38%

General Information

Fund Details
Type Description
BT Superannuation Investment
Closed
Westpac Financial Services Limited
WFS0401AU
Multisector Growth
starstarstar (as at 31 Mar 2019)
Superannuation Fund
23 Jun 1966
$302.39 million (as at 31 Mar 2019)
$21.0105 (as at 12 Apr 2019)
$20.9518 (as at 12 Apr 2019)
Finalised
Offer information
Type Description
Standard entry fee 3%
MER 1.23% (as at 30 Jun 2003)
Indirect Cost Ratio (ICR) 1.57% (as at 30 Jun 2015)

FAQs about the BT Superannuation Investment

The objective of the BT Superannuation Investment managed fund is To achieve returns of at least 3% pa above the inflation rate, thereby maintaining the real value of the assets of the Fund over the long-term (five years or more).

The strategy of the BT Superannuation Investment managed fund is To invest directly in assets or indirectly through collective investments (such as life policies or unit trusts) so the underlying investments include Australian and international shares, Australian and international bonds, and listed property trusts. Asset allocation ranges (with benchmarks in brackets): Australian shares 23-43% (33%), international shares 12-32% (22%), Australian bonds/debt securities 10-30% (20%), international bonds/debt securities 0-20% (10%), property 0-20% (10%), income-only investments 0-20% (5%).

The APIR code of the BT Superannuation Investment managed fund is WFS0401AU.

BT Superannuation Investment’s total return last month was 0.98%. This was made up of a growth return of 0.98% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Superannuation Investment’s total return for the last three months was 5.9%. This was made up of a growth return of 5.9% and an income return of 0%%. These returns were calculated as at 31 Mar 2019.

BT Superannuation Investment’s one-year total return is 4.73%. This was made up of a growth return of 4.73% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

BT Superannuation Investment’s one-year total return is 6.25%. This was made up of a growth return of 6.25% and an income return of 0%. These returns were calculated as at 31 Mar 2019.

The asset allocation of the BT Superannuation Investment managed fund is :

Australian Equities
32.24%
International Equities
28.04%
Cash
2%
Property
6.15%
Fixed Interest
17.11%
Alternatives
14.46%

The Responsible Entity for the BT Superannuation Investment managed fund is Westpac Financial Services Limited.

The BT Superannuation Investment managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Mar 2019, the size of the BT Superannuation Investment managed fund was $302.39 million.

The BT Superannuation Investment managed fund has an inception date of 23 Jun 1966.

The current entry price of the BT Superannuation Investment managed fund is $21.0105 per unit and the current exit price is $20.9518 per unit (as at 12 Apr 2019).

The current exit price of the BT Superannuation Investment managed fund is $20.9518 per unit and the current entry price is $21.0105 per unit (as at 12 Apr 2019).

The minimum initial investment amount for the BT Superannuation Investment managed fund is $.

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.