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Fund name APIR Morningstar
rating
Sector Returns
3 Mth 1 Yr 3 Yr
BT Investor Choice - All Australian Growth NEF (Closed) WFS0326AU starstarstar Equity Australia Large Growth -5.00% -9.95% 5.61%
BT Personal Portfolio Service Investment - Aberdeen SI Australian Equities (Closed) WFS0287AU starstarstar Equity Australia Large Blend 8.15% 14.44% -1.27%
BT Personal Portfolio Service Investment - BlackRock Wholesale Global Small Capital (Closed) WFS0361AU starstarstarstar Equity World Mid/Small -11.71% -2.03% 13.85%
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 - 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 Wholesale Fixed Interest (Closed) WFS0260AU starstarstar Bonds - Australia 2.64% 8.01% 8.30%
BT Personal Portfolio Service Investment - Westpac Conservative Growth (Closed) WFS0220AU starstarstar Multisector Moderate 1.58% 2.35% 4.53%
BT Superannuation Investment (Closed) WFS0401AU starstarstar Multisector Growth 5.90% 4.73% 6.25%
BT Superannuation Savings (Closed) WFS0402AU starstarstar Australian Cash 0.87% 2.18% 1.32%
BT Wrap Essentials - Advance Property Securities Multi-blend (Closed) WFS0445AU starstarstarstar Equity Global Real Estate 8.94% 12.76% 14.07%
BT Wrap Essentials - BlackRock Global Small Capital (Closed) WFS0436AU starstarstar Equity World Mid/Small 1.06% 12.33% 9.14%
BT Wrap Essentials - BlackRock Monthly Income (Closed) WFS0378AU starstarstar Diversified Credit 0.58% 0.95% 3.26%
BT Wrap Essentials - BT Challenger Howard Mortgage (Closed) WFS0380AU starstarstar Mortgages 0.20% 2.30% 3.39%
BT Wrap Essentials - Solaris Core Australian Share (Closed) WFS0424AU starstarstar Equity Australia Large Blend 6.36% 2.17% 8.65%

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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.