Managed Funds

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Fund name APIR Morningstar
rating
Sector Returns
3 Mth 1 Yr 3 Yr
BT - BlackRock Scientific Diversified Growth WFS0089AU starstarstar Multisector Growth 4.59% 9.04% 8.22%
BT - Investor Mutual Australian Shares WFS0091AU starstarstarstar Equity Australia Large Blend 4.73% 7.99% 6.59%
BT - Schroder Australian Share WFS0093AU starstarstar Equity Australia Large Blend 6.43% 8.99% 11.28%
BT Investor Choice - All Australian Growth WFS0102AU starstarstar Equity Australia Large Growth 7.36% 7.51% 10.72%
BT Investor Choice - Australian Growth WFS0022AU starstarstar Equity Australia Large Growth 7.56% 8.14% 11.36%
BT Investor Choice - Australian Property Securities NEF WFS0329AU starstarstar Equity Australia Real Estate 9.79% 19.90% 6.31%
BT Investor Choice - Australian Tax Effective WFS0021AU starstarstar Equity Australia Large Blend 7.12% 8.39% 10.32%
BT Investor Choice - Dynamic Growth WFS0034AU starstarstar Multisector Growth 3.74% 3.97% 7.38%
BT Personal Portfolio Service Investment - Aberdeen Australian Equities WFS0305AU starstarstarstar Equity Australia Large Blend 10.26% 15.19% 11.85%
BT Personal Portfolio Service Investment - BlackRock Scientific Australian Equities WFS0303AU starstarstarstarstar Equity Australia Large Blend 9.69% 13.62% 12.30%
BT Personal Portfolio Service Investment - BlackRock Scientific Diversified Growth WFS0207AU starstarstarstar Multisector Growth 6.78% 5.54% 9.88%
BT Personal Portfolio Service Investment - BlackRock Scientific Diversified Stable WFS0208AU starstarstarstar Multisector Moderate 4.14% 4.86% 5.74%
BT Personal Portfolio Service Investment - BlackRock Scientific International Equities WFS0230AU starstarstarstar Equity World Large Blend 2.98% 10.92% 14.85%
BT Personal Portfolio Service Investment - BlackRock Wholesale Australian Share WFS0266AU starstarstar Equity Australia Large Blend 11.85% 5.24% 11.98%
BT Personal Portfolio Service Investment - BlackRock Wholesale Balanced WFS0209AU starstarstarstar Multisector Growth 4.74% 11.76% 9.85%
BT Personal Portfolio Service Investment - BT Australian Share WFS0232AU starstarstarstar Equity Australia Large Blend 7.60% 8.62% 11.88%
BT Personal Portfolio Service Investment - BT Conservative Outlook WFS0234AU starstarstar Multisector Moderate 2.87% 4.82% 3.75%
BT Personal Portfolio Service Investment - BT Institutional - Enhanced Cash WFS0228AU starstarstarstar Australian Short Term Fixed Interest 0.69% 2.53% 2.77%
BT Personal Portfolio Service Investment - BT Institutional - Enhanced International Fixed Income WFS0226AU starstarstar Bonds - Global 4.51% 7.47% 2.03%
BT Personal Portfolio Service Investment - BT Institutional - Managed Cash WFS0227AU starstarstarstar Australian Cash n/a n/a n/a
BT Personal Portfolio Service Investment - BT Wholesale Active Balanced WFS0211AU starstarstar Multisector Growth 3.73% 4.91% 7.11%
BT Personal Portfolio Service Investment - BT Wholesale Balanced Returns WFS0233AU starstarstar Multisector Balanced 3.55% 4.98% 6.19%
BT Personal Portfolio Service Investment - BT Wholesale Core Australian Share WFS0237AU starstarstarstar Equity Australia Large Blend 7.62% 8.66% 11.87%
BT Personal Portfolio Service Investment - BT Wholesale Core Global Share WFS0268AU starstarstar Equity World Large Blend 1.25% 2.72% 10.61%
BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global WFS0074AU starstarstar Equity World - Currency Hedged -0.62% -3.50% 8.03%

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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.