BT Lifetime – Flexible Pension
The BT Lifetime - Flexible Pension Plan offers a wide choice of investment options, straight-forward access, flexible fees and is highly tax effective.
Investment options
Nil Contribution Fee (NCF) options are listed alongside the standard options.
Diversified
| Risk & timeframe | Fund name | Information | Prices & performance |
|---|---|---|---|
| 3+ years Conservative |
BT Multi-manager Conservative BTA0227AU (BTA0233AU for NCF) | ||
| 5+ years Moderate |
BT Multi-manager Balanced BTA0228AU (BTA0234AU for NCF) | ||
| 5+ years Dynamic |
BT Multi-manager Growth BTA0229AU (BTA0235AU for NCF) | ||
| 5+ years Dynamic |
BT Future Goals BTA0066AU (BTA0149AU for NCF) | ||
| 5+ years Dynamic |
MLC Growth BTA0195AU (BTA0215AU for NCF) | ||
| 5+ years Moderate |
BT Balanced Returns BTA0493AU (BTA0150AU for NCF) | ||
| 5+ years Moderate |
BlackRock Balanced* BTA0194AU (BTA0214AU for NCF) | ||
| 3+ years Conservative |
BT Conservative Outlook BTA0492AU (BTA0151AU for NCF) | ||
| 3+ years Conservative |
Macquarie Conservative BTA0193AU (BTA0213AU for NCF) |
* Formerly Merrill Lynch Balanced.
Australian Share
| Risk & timeframe | Fund name | Information | Prices & performance |
|---|---|---|---|
| 5+ years Dynamic |
BT Australian Shares BTA0007AU (BTA0152AU for NCF) | ||
| 5+ years Dynamic |
Colonial First State Australian Shares BTA0191AU (BTA0211AU for NCF) |
International
| Risk & timeframe | Fund name | Information | Prices & performance |
|---|---|---|---|
| 5+ years Aggressive |
BT International shares BTA0009AU (BTA0153AU for NCF) | ||
| 5+ years Aggressive |
Aberdeen Actively Hedged International Equitiesa BTA0192AU (BTA0212AU for NCF) |
a. Formerly known as Aberdeen International Shares.
Property
| Risk & timeframe | Fund name | Information | Prices & performance |
|---|---|---|---|
| 5+ years Moderate |
BT Property Securities BTA0010AU (BTA0156AU for NCF) |
Fixed interest
| Risk & timeframe | Fund name | Information | Prices & performance |
|---|---|---|---|
| 3+ years Conservative |
BT Australasian Bonds BTA0006AU (BTA0154AU for NCF) | ||
| 3+ years Conservative |
BT Global Bond BTA0008AU (BTA0155AU for NCF) |
Cash
| Risk & timeframe | Fund name | Information | Prices & performance |
|---|---|---|---|
| 1+ year Conservative |
BT Cash BTA0491AU (BTA0175AU for NCF) |
