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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
BT Personal Portfolio Service Investment - MLC Wholesale Horizon 4 Balanced (Closed) WFS0263AU starstarstar Multisector Growth 8.01% 2.68% 5.53%
BT Personal Portfolio Service Investment - MLC Wholesale Horizon 5 Growth (Closed) WFS0235AU starstarstar Multisector Aggressive 0.64% 24.61% 11.09%
BT Personal Portfolio Service Investment - MLC Wholesale Property Securities (Closed) WFS0236AU starstarstarstar Equity Australia Real Estate 5.44% 32.07% 11.22%
BT Personal Portfolio Service Investment - Schroder Hybrid Securities (Closed) WFS0077AU starstarstar Diversified Credit -0.36% 1.32% 2.75%
BT Personal Portfolio Service Investment - Schroder Wholesale Australian Equity (Closed) WFS0076AU starstarstar Equity Australia Large Blend 1.05% 32.16% 9.74%
BT Personal Portfolio Service Investment - UBS International Share (Closed) WFS0079AU starstarstar Equity World Large Blend 2.29% 36.39% 15.44%
BT Personal Portfolio Service Investment - Westpac Australia Bond (Closed) WFS0214AU starstarstar Bonds - Australia 0.00% 4.35% 4.63%
BT Personal Portfolio Service Investment - Westpac Australian Growth (Closed) WFS0216AU starstarstar Equity Australia Large Growth 14.54% 2.17% 6.09%
BT Personal Portfolio Service Investment - Westpac Australian Property Securities (Closed) WFS0217AU starstarstar Equity Australia Real Estate 12.51% -2.70% 5.41%
BT Personal Portfolio Service Investment - Westpac Australian Tax Effective (Closed) WFS0218AU starstarstar Equity Australia Large Blend 15.47% 0.02% 5.91%
BT Personal Portfolio Service Investment - Westpac Conservative Growth (Closed) WFS0220AU starstarstar Multisector Moderate 1.58% 2.35% 4.53%
BT Personal Portfolio Service Investment - Westpac Diversified Growth (Closed) WFS0221AU starstarstar Multisector Balanced 4.92% -0.05% 3.61%
BT Personal Portfolio Service Investment - Westpac Dynam Growth (Closed) WFS0222AU starstarstar Multisector Growth 8.74% 1.85% 3.76%
BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares (Closed) WFS0291AU starstarstar Equity Australia Large Blend 11.60% -2.10% 6.71%
BT Personal Portfolio Service Investment - Westpac Moderate Growth (Closed) WFS0223AU starstarstar Multisector Moderate 2.33% 0.36% 2.61%
BT Personal Portfolio Service Pension - UBS Australian Share (Closed) WFS0067AU starstarstar Equity Australia Large Blend 16.78% 25.10% 6.42%
BT Personal Portfolio Service Super - BT Wholesale Core Hedged Global Share (Closed) WFS0052AU starstarstar Equity World - Currency Hedged 8.98% 16.30% 10.23%
BT Personal Portfolio Service Super - MLC Wholesale Horizon 4 Balanced (Closed) WFS0154AU starstarstar Multisector Growth -3.55% 5.94% 10.86%
BT Pooled Super Trusts - Institutional Diversified Balanced (Closed) WFS0852AU starstarstar Multisector Growth 4.54% -6.64% 2.00%
BT Retirement Selection - Personal Super Plan - Property Securities (Closed) BTA0017AU starstarstarstar Equity Australia Real Estate 14.20% 23.89% 8.72%
BT Schroder Absolute Return Income (Closed) WFS0095AU starstarstar Diversified Credit 1.05% 3.46% 0.65%
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 - Aberdeen Emerging Opportunities (Closed) WFS0433AU starstarstar Equity Emerging Markets -4.52% 22.12% 11.12%
BT Wrap Essentials - Advance Defensive Multi-blend (Closed) WFS0440AU starstarstar Multisector Moderate 0.52% 8.40% 4.29%

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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 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.