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Fund name APIR Morningstar
rating
Sector Returns
3 Mth 1 Yr 3 Yr
BT Personal Portfolio Service Investment - BT Wholesale Balanced Returns WFS0233AU starstarstar Multisector Balanced 3.65% 3.96% 6.20%
BT Personal Portfolio Service Investment - BT Wholesale Core Australian Share WFS0237AU starstarstarstar Equity Australia Large Blend 2.77% 5.07% 11.25%
BT Personal Portfolio Service Investment - BT Wholesale Core Global Share WFS0268AU starstarstar Equity World Large Blend 6.20% -1.69% 10.08%
BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global WFS0074AU starstarstar Equity World - Currency Hedged 3.15% -7.57% 6.90%
BT Personal Portfolio Service Investment - BT Wholesale Geared Imputation WFS0367AU starstarstarstarstar Equity Australia Large Geared 3.92% 8.57% 18.39%
BT Personal Portfolio Service Investment - BT Wholesale International Shares WFS0255AU starstarstar Equity World Large Blend 6.04% -1.04% 10.40%
BT Personal Portfolio Service Investment - BT Wholesale Partner Australian Shares Growth 1 WFS0070AU starstarstar Equity Australia Large Growth 4.51% 5.54% 11.27%
BT Personal Portfolio Service Investment - BT Wholesale Smaller Companies WFS0238AU starstarstar Equity Australia Mid/Small Blend 1.24% -5.24% 6.31%
BT Personal Portfolio Service Investment - Colonial Imputation WFS0258AU starstarstarstar Equity Australia Large Blend 4.24% 6.36% 11.48%
BT Personal Portfolio Service Investment - Colonial Wholesale Diversified WFS0256AU starstarstar Multisector Growth 4.98% 9.99% 6.91%
BT Personal Portfolio Service Investment - Colonial Wholesale High Growth WFS0257AU starstarstarstar Multisector Aggressive 4.71% 4.39% 10.11%
BT Personal Portfolio Service Investment - Macquarie Mas Fixed Interest WFS0297AU starstarstarstarstar Bonds - Australia 3.60% 11.12% 4.67%
BT Personal Portfolio Service Investment - Macquarie Mas Property Securities WFS0298AU starstarstarstarstar Equity Australia Real Estate 8.90% 23.07% 10.86%
BT Personal Portfolio Service Investment - Macquarie Wholesale Property Securities WFS0261AU starstarstarstarstar Equity Australia Real Estate 8.93% 23.15% 10.91%
BT Personal Portfolio Service Investment - MLC Global Share WFS0264AU starstarstar Equity World Large Blend 4.35% 5.57% 12.60%
BT Personal Portfolio Service Investment - MLC Income Builder WFS0075AU starstarstar Equity Australia Large Value 2.83% 6.71% 7.01%
BT Personal Portfolio Service Investment - MLC Investment Australian Share WFS0262AU starstarstarstar Equity Australia Large Blend 3.98% 6.68% 11.28%
BT Personal Portfolio Service Investment - MLC Wholesale Horizon 4 Balanced WFS0263AU starstarstar Multisector Growth 2.78% 4.97% 7.77%
BT Personal Portfolio Service Investment - MLC Wholesale Horizon 5 Growth WFS0235AU starstarstar Multisector Aggressive 2.93% 4.69% 8.68%
BT Personal Portfolio Service Investment - MLC Wholesale Property Securities WFS0236AU starstarstar Equity Australia Real Estate 8.14% 18.22% 8.26%
BT Personal Portfolio Service Investment - Schroder Hybrid Securities WFS0077AU starstarstar Diversified Credit 1.38% 2.88% 2.33%
BT Personal Portfolio Service Investment - Schroder Wholesale Australian Equity WFS0076AU starstarstar Equity Australia Large Blend 2.46% 6.84% 11.74%
BT Personal Portfolio Service Investment - Westpac Australia Bond WFS0214AU starstarstar Bonds - Australia 3.41% 10.06% 3.62%
BT Personal Portfolio Service Investment - Westpac Australian Growth WFS0216AU starstarstar Equity Australia Large Growth 2.55% 4.79% 10.82%
BT Personal Portfolio Service Investment - Westpac Australian Property Securities WFS0217AU starstarstar Equity Australia Real Estate 8.55% 18.39% 8.07%

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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.