BT Lifetime Super - Employer Plan Performance

Lifestages5

Fund name 1 mo 3 mo 6 mo 9 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr Inception (p.a)
BT MySuper 1940s Lifestage -0.28 1.13 2.88 3.35 3.77 3.14 3.44 5.30 4.81 N/A 2.73
BT MySuper 1950s Lifestage -0.31 1.33 3.53 2.74 4.08 3.83 4.39 7.24 5.70 N/A 2.76
BT MySuper 1960s Lifestage -0.41 1.99 4.20 2.39 4.47 4.39 5.16 8.82 6.40 N/A 2.60
BT MySuper 1970s Lifestage -0.47 2.45 4.69 2.16 4.77 4.88 5.81 9.94 6.92 N/A 2.71
BT MySuper 1980s Lifestage -0.48 2.55 4.89 2.05 4.85 5.09 6.05 10.26 7.12 N/A 2.85
BT MySuper 1990s Lifestage -0.49 2.61 4.98 2.00 4.92 5.16 6.15 10.35 7.21 N/A 2.97
BT MySuper 2000s Lifestage -0.50 2.59 5.15 1.99 5.17 5.79 N/A N/A N/A N/A 6.16

 

International shares1

Fund name 1 mo 3 mo 6 mo 9 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr Inception (p.a)
BT International Share2 -0.80 2.44 3.79 -3.14 -1.89 7.30 10.77 15.22 9.28 2.59 4.20
BT Partner International Shares Core 1 -1.87 1.94 4.94 1.19 1.38 9.70 11.06 16.06 10.31 4.98 5.48
BT Partner International Shares Value 1 closed closed closed closed closed closed closed closed closed closed closed
BT Partner International Shares Growth 1 -0.11 4.47 3.40 -2.56 -2.39 5.83 8.36 13.58 8.27 1.42 2.54
BT Multi-manager International Share -1.10 3.01 5.72 -0.41 0.04 7.85 9.94 13.23 8.41 N/A 4.35
Aberdeen International Shares4 -1.91 0.78 5.14 2.76 3.25 1.39 4.97 9.63 6.18 1.41 1.95
Platinum International Fund -0.27 6.47 5.18 -0.42 2.26 5.56 7.98 N/A N/A N/A 12.58
Aberdeen Emerging Opportunities Fund -1.31 4.09 9.30 10.17 9.51 3.59 4.76 N/A N/A N/A 6.75
Vanguard Index International Shares -1.24 1.64 5.15 -0.78 1.11 8.22 10.83 N/A N/A N/A 14.80

 

Australian shares1

Fund name 1 mo 3 mo 6 mo 9 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr Inception (p.a)
BT Australian Share 0.22 3.83 4.93 0.09 6.58 4.71 4.70 9.86 5.41 4.57 8.01
BT Ethical Share -0.27 3.56 4.57 0.14 6.72 5.29 5.05 10.11 5.22 3.92 5.27
BT Partner Australian Shares Core 1 0.29 4.23 6.58 2.75 9.16 4.13 4.64 11.48 6.48 3.44 6.63
BT Partner Australian Shares Growth 1 1.67 7.07 9.86 7.27 11.03 1.93 2.76 9.11 5.29 4.71 7.97
BT Partner Australian Shares Value 1 0.15 3.07 5.65 4.22 11.05 2.92 4.47 9.19 4.21 2.41 6.17
BT Multi-manager Australian Share 0.19 4.88 7.53 4.05 11.13 5.27 4.46 9.46 5.41 N/A 3.29
Colonial First State Australian Shares -0.51 5.80 8.64 1.35 10.80 6.48 6.36 11.65 6.37 5.08 6.99
Aberdeen Australian Small Companies 0.73 6.71 10.96 11.40 23.13 16.12 13.82 14.37 12.55 5.50 6.66
ONEPATH Australian Shares 0.37 3.14 4.44 2.06 7.15 2.63 1.77 7.69 3.38 2.62 5.66
Investors Mutual Australian Share -0.44 3.58 7.74 6.31 13.61 7.50 7.66 12.32 8.91 6.67 7.85
Fidelity Australian Equities Fund -0.17 4.72 10.19 4.82 13.00 7.33 6.66 12.21 7.82 N/A 6.22
Colonial First State Wholesale Geared Share Fund -0.16 12.32 14.76 -1.66 16.45 9.73 10.54 N/A N/A N/A 19.65
Vanguard Index Australian Share 0.63 4.62 9.60 5.19 11.78 5.68 4.72 N/A N/A N/A 9.13

 

Diversified1

Fund name 1 mo 3 mo 6 mo 9 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr Inception (p.a)
BlackRock Scientific Diversified Growth -0.52 4.00 6.13 3.45 7.96 5.04 6.19 10.22 6.70 3.48 4.62
BT Balanced Returns -0.31 1.70 3.47 1.54 4.13 5.68 5.87 7.87 5.68 3.34 5.82
BT Conservative Outlook -0.31 0.59 2.33 2.30 3.29 4.86 5.07 5.76 4.99 3.46 5.28
BT Future Goals -0.32 3.09 4.46 0.54 4.36 6.27 6.64 9.58 6.27 3.41 4.80
Macquarie Conservative -0.42 2.87 3.93 2.97 4.35 2.37 3.13 4.57 4.25 3.09 3.52
MLC Growth -0.37 4.31 6.07 2.97 6.70 5.38 6.15 10.07 6.66 3.48 4.45
BT Multi-manager Balanced -0.36 2.92 5.33 3.12 5.13 4.51 4.72 7.64 5.44 2.48 3.74
BT Multi-manager Conservative -0.26 1.15 2.83 4.04 4.52 3.05 3.12 4.50 4.06 2.47 3.21
BT Multi-manager Growth -0.40 3.74 6.17 3.24 5.63 4.75 5.05 8.60 5.72 2.36 3.83
BT Multi-manager High Growth3 -0.43 3.96 6.69 3.25 5.97 5.76 6.01 9.93 6.37 2.64 3.03
Schroder Balanced 0.26 4.22 6.83 4.86 6.91 4.26 4.89 8.20 6.08 4.86 6.03
Westpac Balanced -0.47 2.36 4.15 1.69 4.50 5.65 5.89 8.82 6.05 3.82 5.42
Vanguard Growth Index Fund -0.36 2.43 6.37 4.34 7.28 7.00 7.31 N/A N/A N/A 9.40

 

Property1

Fund name 1 mo 3 mo 6 mo 9 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr Inception (p.a)
AMP Capital Investors Listed Property -3.97 -1.13 7.59 11.90 17.79 17.19 15.02 18.41 10.56 0.38 5.10
BT Global Property -0.81 1.55 3.73 6.33 11.07 10.07 10.51 14.06 13.10 3.86 5.78
BT Property Securities -4.14 -1.62 6.73 12.00 17.25 16.46 14.56 17.20 9.95 1.79 6.63
APN Property for Income Fund No 2 0.08 -0.07 -0.20 28.01 30.24 20.20 13.95 12.28 8.28 N/A 1.63

 

Fixed interest1

Fund name 1 mo 3 mo 6 mo 9 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr Inception (p.a)
BT Australasian Bond -0.39 -0.03 2.47 4.40 3.52 4.15 4.08 3.63 4.36 3.98 4.53
BT Global Bond -1.19 -2.26 3.19 4.23 -0.96 6.83 6.15 3.57 2.33 1.95 2.16
BT Multi-manager Fixed Interest -0.26 0.31 2.34 3.89 3.65 3.39 3.92 4.34 4.63 N/A 4.23
Macquarie Diversified Fixed Interest -0.70 1.15 3.63 4.56 4.34 3.40 3.37 3.50 4.17 3.72 3.56

 

Cash1

Fund name 1 mo 3 mo 6 mo 9 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr Inception (p.a)
BT Cash 0.05 0.14 0.38 0.57 0.80 0.90 0.92 1.31 1.67 2.26 3.27

1. Performance figures are calculated in accordance with the Financial Services Council (FSC) standard
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%.

Certain other fees such as Contribution fees or Withdrawal fees (if any) are not taken into account.

2. The investment manager for this fund changed on 6 June 2006. Performance before this date may not be directly comparable.

3. Previously known as Multi-manager Diversified Shares

4. Effective 1 May 2009 the Investment Option name changed from Credit Suisse International Shares to Aberdeen International Shares.

5. Performance figures are calculated in accordance with the APRA reporting standards. Total returns are calculated using withdrawal prices appropriate for the month end and take into account management costs and the $5 per month administration fee and take into account earnings tax up to a maximum of 15%.

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.

BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233 724, RSE L0001090 is the trustee of the BT Lifetime Super - Employer Plan ABN 39 827 542 991, RSE R1001327 (the Fund) and is the issuer of interests in the Fund. A Product Disclosure Statement (PDS) is available for the Fund and can be obtained by calling the BT Contact Centre on 132 135 or visiting www.bt.com.au. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of units in the Fund.

This information has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. Past performance is not a reliable indicator of future performance. The information on this page, is given in good faith and has been derived from sources believed to be accurate. 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.