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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Antipodes Wholesale Plus Global WFS0864AU starstarstar Equity World Large Blend 8.10% 30.68% 19.28%
Barrow Hanley Wholesale Plus Global Shares WFS0865AU starstarstar Equity World Large Value 1.45% 10.11% 14.11%
BT American Share Retail BTA0023AU starstarstar Equity North America -5.32% -2.25% 16.10%
BT Australian Share Retail BTA0021AU starstarstar Equity Australia Large Blend -0.76% 2.89% 8.94%
BT Classic Investment Funds - Core Australian Shares RFA0011AU starstarstar Equity Australia Large Blend -0.85% 2.56% 8.57%
BT Imputation Shares Retail RFA0019AU starstarstar Equity Australia Large Blend -0.76% 4.68% 8.40%
BT International Share Retail BTA0024AU starstarstarstar Equity World Large Blend -1.87% 16.23% 23.72%
BT Investor Choice - All Australian Growth Shares WFS0102AU starstarstarstar Equity Australia Large Growth 0.06% 3.04% 8.31%
BT Investor Choice - All Australian Share WFS0103AU starstarstar Equity Australia Large Blend -1.55% 1.32% 8.24%
BT Investor Choice - All Australian Shares NEF WFS0327AU starstarstar Equity Australia Large Blend -1.71% 0.68% 7.58%
BT Investor Choice - Australian Growth Shares WFS0022AU starstarstarstar Equity Australia Large Growth 0.16% 3.58% 8.92%
BT Investor Choice - Australian Property Securities WFS0101AU starstarstar Equity Australia Real Estate -4.57% 0.75% 10.41%
BT Investor Choice - Australian Share WFS0021AU starstarstar Equity Australia Large Blend -1.45% 1.81% 8.79%
BT Investor Choice - Dynamic Growth WFS0034AU starstarstar Multisector Growth 0.32% 5.83% 8.61%
BT Investor Choice - International Share WFS0023AU starstarstarstar Equity World Large Blend -1.91% 15.95% 23.52%
BT Macquarie Dynamic Bond WFS0379AU starstarstar Bonds - Global / Australia 0.08% 4.03% 3.19%
BT Premium Cash BTA0173AU starstarstar Australian Cash 0.88% 3.84% 4.06%
BT Property Securities Retail BTA0051AU starstarstarstar Equity Australia Real Estate -4.19% 2.14% 10.82%
BT Smaller Companies Retail RFA0012AU starstarstar Equity Australia Mid/Small Blend -2.61% 12.21% 14.27%
BT Technology Retail BTA0127AU starstarstarstar Equity Global Technology -10.74% -0.99% 30.40%
BT Wrap Essentials - Fidelity Australian Equities WFS0409AU starstarstar Equity Australia Large Blend 0.47% 6.12% 6.51%
Fidelity Wholesale Plus Australian Equities BTA0481AU starstarstar Equity Australia Large Blend 0.62% 6.80% 6.89%
Fidelity Wholesale Plus Global Equities BTA0551AU starstarstarstarstar Equity World Large Growth -5.74% 6.44% 18.11%
Kapstream Wholesale Plus Absolute Return Income BTA0539AU starstarstar Unconstrained Fixed Income 1.48% 6.30% 6.33%
Macquarie Wholesale Plus Income Opportunities BTA0544AU starstarstar Diversified Credit 0.56% 5.71% 5.37%

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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.