BT Multi-manager Growth W

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General Information

BT Multi-manager Growth W (Wholesale)
BT Funds Management Ltd
BTA0223AU
Multisector Aggressive
(as at 30 Sep 2009)
Bronze
Managed Funds
1 Oct 2001
$88.7 million (as at 30 Nov 2014)
$0.8788 (as at 17 Dec 2014)
$0.8744 (as at 17 Dec 2014)

Fund performance (30 Nov 2014) NOTE : returns for periods greater than 1 year are annualised

  1 Month
%
3 Month
%
6 Month
%
1 Year
% p.a.
2 Year
% p.a.
3 Year
% p.a.
5 Year
% p.a.
10 Year
% p.a.
Total return 0.83 1.17 2.72 6.69 12.63 12.29 7.98 5.39
Growth return 0.83 1.17 0.52 4.23 10.09 9.52 4.31 -1.19
Income return 0 0 2.2 2.46 2.54 2.77 3.67 6.58

Morningstar index (Mstar PG ITr Multisector Aggressive Idx)

Total return 0.99 1.54 4.23 8.6 16.25 14.67 8.33 5.88

Market index (Morningstar Aus Msec Aggressive TR AUD)

Total return - 2.78 5.83 11.1 19.24 17.29 9.76 6.73

Asset allocation (30 Nov 2014)

Domestic Shares 29.12%
International Shares 21.63%
Cash 7.34%
Listed Property 11.44%
Direct Property 0%
Domestic Fixed Interest 4.91%
International Fixed Interest 5.88%
Mortgage 1.20%
Other 18.47%

Objectives and Strategy

Aims to provide moderate to high total returns (before fees and taxes) over the medium-to-long term largely through capital growth by investing in a mix of growth and defensive assets.
The investment option is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments. The investment option has a significant weighting towards growth assets.

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Offer information

Indirect Cost Ratio (ICR) 1.01% (as at 30 Jun 2014)
Performance fee 0.05
Minimum initial investment $500,000
Minimum additional investments
Minimum redemption amount

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund