InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds

Managed Funds

Try our compare your fund tool.

OR

Reset Filters

Search Results

Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
BT Personal Portfolio Service Investment - BT Conservative Outlook (Closed) WFS0234AU starstarstar Multisector Moderate -1.33% 6.41% 4.15%
BT Personal Portfolio Service Investment - BT Institutional - Enhanced Cash (Closed) WFS0228AU starstarstarstar Australian Short Term Fixed Interest 0.40% 1.66% 2.02%
BT Personal Portfolio Service Investment - BT Institutional - Enhanced International Fixed Income (Closed) WFS0226AU starstarstar Bonds - Global -0.14% 5.39% 4.51%
BT Personal Portfolio Service Investment - BT Institutional - Managed Cash (Closed) WFS0227AU starstarstarstar Australian Cash 0.04% 0.47% 1.26%
BT Personal Portfolio Service Investment - BT Sustainable Conservative (Closed) WFS0212AU starstarstar Multisector Moderate 3.74% 3.57% 3.47%
BT Personal Portfolio Service Investment - BT Wholesale Active Balanced (Closed) WFS0211AU starstarstar Multisector Growth 8.23% 2.61% 4.28%
BT Personal Portfolio Service Investment - BT Wholesale Asian (Closed) WFS0231AU starstarstar Equity Asia Pacific w/o Japan -6.02% 14.80% 20.56%
BT Personal Portfolio Service Investment - BT Wholesale Balanced Returns (Closed) WFS0233AU starstarstar Multisector Balanced 6.57% 2.98% 4.09%
BT Personal Portfolio Service Investment - BT Wholesale Core Australian Share (Closed) WFS0237AU starstarstarstar Equity Australia Large Blend 14.17% 3.13% 6.79%
BT Personal Portfolio Service Investment - BT Wholesale International Shares (Closed) WFS0255AU starstarstar Equity World Large Blend 12.79% 0.73% 5.46%
BT Personal Portfolio Service Investment - BT Wholesale Partner Australian Shares Core 1 (Closed) WFS0071AU starstarstar Equity Australia Large Blend 1.59% 15.58% 5.57%
BT Personal Portfolio Service Investment - BT Wholesale Partner Australian Shares Growth 1 (Closed) WFS0070AU starstarstarstar Equity Australia Large Growth 6.84% 16.17% 11.89%
BT Personal Portfolio Service Investment - BT Wholesale Smaller Companies (Closed) WFS0238AU starstarstar Equity Australia Mid/Small Blend 10.93% 12.48% 6.00%
BT Personal Portfolio Service Investment - Colonial Imputation (Closed) WFS0258AU starstarstarstar Equity Australia Large Blend 15.14% 9.67% 11.25%
BT Personal Portfolio Service Investment - Colonial Wholesale Diversified (Closed) WFS0256AU starstarstarstarstar Multisector Growth 7.49% 4.24% 7.03%
BT Personal Portfolio Service Investment - Colonial Wholesale High Growth (Closed) WFS0257AU starstarstarstarstar Multisector Aggressive 2.52% 32.62% 14.63%
BT Personal Portfolio Service Investment - Macquarie Australian Enhanced Equities (Closed) WFS0259AU starstarstarstar Equity Australia Large Blend n/a n/a n/a
BT Personal Portfolio Service Investment - Macquarie Mas Australian Enhanced Equities (Closed) WFS0296AU starstarstar Equity Australia Large Blend 0.79% 10.15% 5.38%
BT Personal Portfolio Service Investment - Macquarie Mas Fixed Interest (Closed) WFS0297AU starstarstarstar Bonds - Australia -5.25% -5.57% 2.77%
BT Personal Portfolio Service Investment - Macquarie Mas Property Securities (Closed) WFS0298AU starstarstar Equity Australia Real Estate 3.94% 28.82% 10.16%
BT Personal Portfolio Service Investment - Macquarie Wholesale Fixed Interest (Closed) WFS0260AU starstarstar Bonds - Australia 2.64% 8.01% 8.30%
BT Personal Portfolio Service Investment - Macquarie Wholesale Property Securities (Closed) WFS0261AU starstarstarstar Equity Australia Real Estate 3.97% 28.87% 10.17%
BT Personal Portfolio Service Investment - MLC Global Share (Closed) WFS0264AU starstarstar Equity World Large Blend 0.27% 31.28% 15.91%
BT Personal Portfolio Service Investment - MLC Income Builder (Closed) WFS0075AU starstarstar Equity Australia Large Value 3.46% 34.44% 8.54%
BT Personal Portfolio Service Investment - MLC Investment Australian Share (Closed) WFS0262AU starstarstarstar Equity Australia Large Blend 1.34% 29.11% 12.54%

51 - 75 of 124 results

Page 3 of 5

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 can 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.