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Fund name APIR Morningstar
rating
Sector Returns
3 Mth 1 Yr 3 Yr
BT Australian Small Companies Wholesale (Closed) BTA0240AU starstarstarstar Equity Australia Mid/Small Blend 17.91% 44.38% 0.21%
BT Global Credit (Closed) BTA0319AU starstarstar Diversified Credit 1.13% 2.79% 11.58%
BT Institutional - Conservative Growth Tax Exempt (Closed) BTA0106AU starstarstar Multisector Moderate 2.48% 8.77% 1.27%
BT Institutional - Enhanced Fixed Interest (Closed) WFS0006AU starstarstarstar Bonds - Australia -0.91% 2.97% 7.02%
BT Institutional - Money Market (Closed) BTA0119AU starstarstar Australian Cash 1.10% 4.66% 4.12%
BT Life Management Policy Capital Stable Wholesale (Closed) BTA0812AU starstarstar Multisector Moderate 2.34% 4.86% 0.30%
BT Life Wholesale Fds Management Policy - Cash Portfolio (Closed) BTA0811AU starstarstar Australian Cash 1.14% 4.02% 16.82%
BT Pooled Super Trusts - Property Securities (Closed) RFA0010AU starstarstarstar Equity Australia Real Estate -4.20% -6.99% 9.50%
BT Tax Effective Income Wholesale (Closed) RFA0102AU starstarstarstar Multisector Growth 3.36% 1.44% 9.85%
BT Technology Wholesale (Closed) BTA0158AU starstarstar Equity Global Technology 2.26% 25.77% -4.42%

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART cannot make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.