BT Lifetime Personal Super investment options

Diversified funds

Risk & timeframe Fund name Information
3+ years
Conservative
BT Multi-manager Conservative BTA0232AU
(BTA0238AU for NCF)
5+ years
Moderate
BT Multi-manager Balanced BTA0231AU
(BTA0237AU for NCF)
5+ years
Dynamic
BT Multi-manager Growth BTA0230AU
(BTA0236AU for NCF)
5+ years
Aggressive
BT Multi-manager High Growth #* BTA0086AU
(BTA0092AU for NCF)
5+ years
Dynamic
BT Future Goals BTA0065AU
(BTA0138AU for NCF)
5+ years
Dynamic
MLC Growth BTA0200AU
(BTA0220AU for NCF)
5+ years
Moderate
BT Balanced Returns BTA0603AU
(BTA0140AU for NCF)
5+ years
Moderate
BlackRock Balanced** BTA0199AU
(BTA0219AU for NCF)
3+ years
Conservative
BT Conservative Outlook BTA0602AU
(BTA0139AU for NCF)
3+ years
Conservative
Macquarie Conservative BTA0198AU
(BTA0218AU for NCF)

* Formerly known as Multi-manager Diversified Share Fund
** Formerly Merrill Lynch Balanced.

Australian share funds

Approved Securities Lists

  • Approved Listed Securities - Effective 5 July 2016 (PDF 145KB)
  • Approved Managed Funds - Effective 5 July 2016 (PDF 580KB)
  • BT Managed Funds Wraps - Managed Accounts Approved List - Effective 5 July 2016 (PDF 205KB)
  • View the latest loan to value ratio changes - effective 6 July 2016 (PDF 30KB)

Risk & timeframe

Fund name

Information

5+ years
Dynamic

BT Australian Share BTA0019AU
(BTA0144AU for NCF)

5+ years
Dynamic

Colonial First State Australian Shares BTA0196AU
(BTA0216AU for NCF)

5+ years
Dynamic

BT Partner Australian Shares Growth 1 BTA0082AU
(BTA0088AU for NCF)

 

International share funds

Risk & timeframe Fund name Information
5+ years
Aggressive
BT Technology* BTA0146AU
(BTA0147AU for NCF)
5+ years
Aggressive
BT International Share BTA0027AU
(BTA0143AU for NCF)
5+ years
Aggressive
Aberdeen Actively Hedged International Equitiesa BTA0197AU
(BTA0217AU for NCF)

Property funds

Approved Securities Lists

  • Approved Listed Securities - Effective 5 July 2016 (PDF 145KB)
  • Approved Managed Funds - Effective 5 July 2016 (PDF 580KB)
  • BT Managed Funds Wraps - Managed Accounts Approved List - Effective 5 July 2016 (PDF 205KB)
  • View the latest loan to value ratio changes - effective 6 July 2016 (PDF 30KB)
Risk & timeframe Fund name Information
5+ years
Moderate
BT Property Securities BTA0604AU
(BTA0145AU for NCF)

Fixed interest funds

Risk & timeframe Fund name Information
3+ years
Conservative
BT Australasian Bonds BTA0018AU
(BTA0142AU for NCF)
3+ years
Conservative
BT Global Bond BTA0020AU
(BTA0141AU for NCF)

Cash funds

Risk & timeframe Fund name Information
3+ years
Conservative
BT Cash BTA0601AU
(BTA0174AU for NCF)