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BT Lifetime Super - Employer Plan performance
Performance as at 30 October 2008, post fees and tax.
print| Fund name | 1 month | 3 months | 1 year | 3 years | 5 years | 10 years |
|---|---|---|---|---|---|---|
| International shares | ||||||
| BT International Share2 | -4.73 | -4.23 | -21.27 | -6.33 | -1.38 | -1.61 |
| BT Partner International Shares Core 1 | -1.52 | 3.72 | -8.88 | -0.92 | N/A | N/A |
| BT Partner International Shares Value 1 | -13.02 | -19.05 | -37.77 | -8.55 | -2.25 | N/A |
| BT Partner International Shares Growth 1 | -8.89 | -12.30 | -30.21 | -9.67 | -5.62 | N/A |
| BT Multi-manager International Share | -5.99 | -6.76 | N/A | N/A | N/A | N/A |
| Credit Suisse International Shares | -0.50 | -2.94 | -19.18 | -2.86 | 0.10 | -0.10 |
| Intech International Shares High Opportunities (Unhedged) Trust | -8.78 | -9.55 | -29.39 | -7.59 | N/A | N/A |
| State Street SSga Int Equities Index | 0.83 | -2.94 | N/A | N/A | N/A | N/A |
| Templeton Global Equity Fund | -1.55 | -1.04 | N/A | N/A | N/A | N/A |
| Australian shares | ||||||
| BT Australian Share | -6.38 | -10.44 | -28.51 | 3.75 | 9.79 | 6.90 |
| BT Ethical Share | -6.60 | -13.24 | -30.65 | 3.76 | N/A | N/A |
| BT Partner Australian Shares Core 1 | -9.18 | -15.24 | -37.32 | -3.49 | 4.09 | N/A |
| BT Partner Australian Shares Growth 1 | -4.80 | -9.30 | -29.00 | 2.20 | 8.18 | N/A |
| BT Partner Australian Shares Value 1 | -7.66 | -13.49 | -34.60 | 0.22 | 7.30 | N/A |
| BT Multi-manager Australian Share | -6.25 | -10.00 | N/A | N/A | N/A | N/A |
| Colonial First State Australian Shares | -12.66 | -14.18 | -34.91 | -1.32 | 6.15 | 5.34 |
| Creduit Suisse Australian Small Companies | -24.47 | -30.39 | -52.35 | -11.52 | N/A | N/A |
| ING Australian Shares | -15.75 | -17.40 | -37.74 | -0.52 | 6.37 | N/A |
| Investors Mutual Australian Share | -6.61 | -7.69 | -26.83 | 1.43 | N/A | N/A |
| Challenger Wsale Select Aust Share Fd | -18.10 | -22.91 | N/A | N/A | N/A | N/A |
| Fidelity Australian Equities Fund | -7.91 | -13.30 | N/A | N/A | N/A | N/A |
| State Street SSga Aust Equities Index | -10.95 | -15.57 | N/A | N/A | N/A | N/A |
| Diversified | ||||||
| Barclays Global Investors Growth | -8.63 | -11.58 | -26.17 | -1.50 | 3.45 | N/A |
| BT Balanced Returns | -5.82 | -7.48 | -18.92 | 0.49 | 4.51 | 3.60 |
| BT Conservative Outlook | -3.60 | -3.78 | -9.91 | 1.24 | 3.36 | 3.30 |
| BT Future Goals | -6.80 | -8.86 | -23.81 | 0.06 | 4.92 | 3.33 |
| Macquarie Conservative | -3.72 | -3.90 | -10.40 | 0.85 | 2.95 | N/A |
| MLC Growth | -15.36 | -16.84 | -30.70 | -3.04 | 2.45 | N/A |
| BT Multi-manager Balanced1 | -9.71 | -14.15 | -27.41 | -3.41 | 2.09 | N/A |
| BT Multi-manager Conservative1 | -4.79 | -6.05 | -13.51 | -1.18 | 1.96 | N/A |
| BT Multi-manager Growth1 | -10.49 | -15.37 | -30.51 | -3.76 | 2.37 | N/A |
| BT Multi-manager High Growth1 3 | -10.72 | -16.38 | -32.57 | -4.01 | 2.23 | N/A |
| Schroder Balanced | -9.73 | -8.66 | -18.88 | 0.73 | N/A | N/A |
| Westpac Balanced | -4.57 | -5.11 | -18.93 | 0.54 | 3.99 | N/A |
| Property | ||||||
| AMP Capital Investors Listed Property | -22.73 | -21.71 | -55.09 | -12.72 | -2.05 | N/A |
| BT Global Property | -33.57 | -35.73 | -47.64 | -11.53 | N/A | N/A |
| BT Property Securities | -21.07 | -18.06 | -50.28 | -10.08 | -0.64 | 4.09 |
| APN Property for Income Fund No 2 | -25.34 | -27.89 | N/A | N/A | N/A | N/A |
| Colonial First State Prop Securities | -28.60 | -21.80 | N/A | N/A | N/A | N/A |
| Fixed interest | ||||||
| BT Australasian Bond | 0.94 | 3.16 | 6.07 | 2.91 | 3.12 | 2.92 |
| BT Global Bond | 12.85 | 28.12 | 34.97 | 7.05 | 3.84 | 1.29 |
| BT Multi-manager Fixed Interest | -1.52 | -2.12 | N/A | N/A | N/A | N/A |
| Macquarie Diversified Fixed Interest | -3.57 | -3.34 | -2.88 | 0.92 | N/A | N/A |
| Cash | ||||||
| BT Cash | 0.40 | 1.25 | 4.85 | 4.10 | 3.73 | 3.32 |
| Blackrock Monthly Income Fund | -14.19 | -21.90 | N/A | N/A | N/A | N/A |
Performance figures are calculated in accordance with the Investment & Financial Services Association (IFSA) standards. Total returns are calculated:
- using withdrawal prices appropriate for the monthend; and
- taking into account management costs, other than member fees, of the relevant investment option; and
- taking into account earnings tax up to a maximum of 15% plus withholding tax paid on foreign income (if any).
Certain other fees such as Contribution fees or Withdrawal fees (if any) are not taken into account.
Investment returns are historical. Investment returns can move up or down and past performance is not necessarily indicative of future performance. Future performance is not guaranteed.
- From 31 March 2006, the BT Multi-manager portfolios adopted new benchmark weightings. Performance before this date may not be directly comparable.
- The investment manager for this fund changed on 6 June 2006. Performance before this date may not be directly comparable.
- Previously known as Multi-manager Diversified Shares.
If you would like more information:
- See your business development representative
- Visit www.btadviserexchange.com.au
- Call 1800 025 127
The funds referred to in this document are offered in the BT Lifetime Super - Employer Plan, BT Lifetime - Personal Super, BT Classic Lifetime - Personal Super, BT Retirement Selection - Personal Super Plan, BT Super Savings Fund and BT Super Investment Fund Product Disclosure Statement ('PDS') respectively. The issuer of each fund offered in the PDSs is BT Funds Management Limited (ABN 63 002 916 458, RSE L0001090), BT Funds Management No.2 Limited 2 (ABN 22 000 727 659) or Westpac Securities Administration Limited (ABN 77 000 049 472). The BT Classic Lifetime - Personal Super, BT Super Savings Fund and BT Super Investment Fund are only available to existing investors. Each PDS is available by calling us on 132 135 or visiting www.bt.com.au. You should consider the information in the PDS before making any decision to acquire or to continue to hold any fund.
Newsletter Disclaimer
All forecasts and estimates are based on one set of assumptions which may change. A small change in one of the assumptions may lead to a large change in results. Any statements as to past performance are not necessarily indicative of future performance. This article contains the current opinions of the author but not necessarily those of BT Financial Group or any of its associates or affiliates. The authors' opinions are subject to change without notice and any kind of forecast, analyses or prediction contained in this economic commentary may be proven wrong. The information in this article, dated October 2008, is given in good faith and has been derived from sources believed to be accurate as at this date. It is general information only and should not be considered as a comprehensive statement on any matter and should not be relied on as such. The information contained in this document is general in nature and does not consider any one or more of your objectives, financial situation or needs. These should be considered before investing and we recommend you consult a financial planner.