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Fund name APIR Morningstar
rating
Sector Returns
3 Mth 1 Yr 3 Yr
Pendal Wholesale Plus Global Emerging Markets Opportunities BTA0550AU starstarstarstar Equity Emerging Markets 2.18% 3.69% 9.95%
Pendal Wholesale Plus Global Property Securities BTA0541AU starstarstar Equity Global Real Estate 3.29% 8.60% 6.03%
Pendal Wholesale Plus Property Securities BTA0540AU starstarstarstarstar Equity Australia Real Estate 10.27% 23.68% 10.32%
Perpetual Wholesale Plus Diversified Income BTA0556AU starstarstar Diversified Credit 1.04% 3.22% 3.86%
PIMCO Wholesale Plus Diversified Fixed Interest BTA0499AU starstarstarstarstar Bonds - Global / Australia 3.35% 9.44% 4.30%
PIMCO Wholesale Plus Global Bond BTA0498AU starstarstarstarstar Bonds - Global 3.54% 8.65% 4.36%
RARE Infrastructure Wholesale Plus Value Unhedged BTA0546AU starstarstar Infrastructure - Global 5.76% 15.42% 10.47%
Schroder Wholesale Plus Australian Equity BTA0483AU starstarstarstarstar Equity Australia Large Blend 2.71% 7.44% 12.16%
Schroder Wholesale Plus Fixed income BTA0545AU starstarstarstar Bonds - Australia 3.79% 11.22% 4.73%
T. Rowe Price Wholesale Plus Global Equity BTA0538AU starstarstarstar Equity World Large Growth 6.54% 9.56% 17.56%
UBS Wholesale Plus Australian Bond BTA0478AU starstarstarstar Bonds - Australia 3.51% 10.83% 4.83%
Walter Scott Wholesale Plus Global Equity BTA0542AU starstarstarstar Equity World Large Growth 8.94% 13.78% 16.37%
Wingate Wholesale Plus Global Equity BTA0563AU starstarstar Equity World Large Value 5.94% 6.11% 9.01%
BT App Deposit Fund - Deposit Fund (Closed) RFA0601AU starstarstar Australian Cash 1.01% 3.81% 3.58%
BT Classic Investment Funds - Fund - BT Select Australian Shares (Closed) BTA0064AU starstarstarstar Equity Australia Large Blend 5.26% 16.56% 7.61%
BT Classic Investment Funds - International (Closed) BTA0170AU starstarstar Equity World Large Blend 4.58% 18.68% 7.03%
BT Classic Investment Funds - International Shares (Closed) BTA0058AU starstarstar Equity World Large Blend 4.58% 18.68% 7.03%
BT Classic Investment Funds - Select Australian Shares (Closed) BTA0171AU starstarstarstar Equity Australia Large Blend 5.26% 16.56% 7.61%
BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities (Closed) BTA0192AU starstarstar Equity World Large Growth 8.13% 22.30% 8.20%
BT Lifetime Flexible Pension - Aberdeen Actively Hedged International Equities NE (Closed) BTA0212AU starstarstar Equity World Large Growth 8.03% 21.94% 7.80%
BT Lifetime Flexible Pension - BlackRock Balanced (Closed) BTA0194AU starstarstar Multisector Growth 10.18% 8.30% 8.27%
BT Lifetime Flexible Pension - BT Australian Share (Closed) BTA0007AU starstarstar Equity Australia Large Blend 10.72% 7.93% 10.58%
BT Lifetime Flexible Pension - BT Australian Share NEF (Closed) BTA0152AU starstarstar Equity Australia Large Blend 10.60% 7.75% 10.33%
BT Lifetime Flexible Pension - BT Balanced Returns (Closed) BTA0493AU starstarstar Multisector Balanced 6.07% 3.66% 5.45%
BT Lifetime Flexible Pension - BT Balanced Returns NEF (Closed) BTA0150AU starstarstar Multisector Balanced 5.97% 3.30% 5.16%

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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.