BT Core Hedged Global Share Retail - Managed Fund (Closed)

The objective of the BT Core Hedged Global Share Retail managed fund is To provide a return (before fees and taxes) that exceeds the return from its benchmark when measured over the recommended investment timeframe.

The strategy of the BT Core Hedged Global Share Retail managed fund is The Investment Option is actively managed and seeks what the manager perceives to be the best investment opportunities within a broad range of international investments. While the Investment Option can invest in any international market that offers attractive opportunities, most investments will be located in the United States, Europe and Japan.

The APIR code of the BT Core Hedged Global Share Retail managed fund is RFA0030AU.

BT Core Hedged Global Share Retail’s total return last month was -3.19%. This was made up of a growth return of -3.19% and an income return of 0%. These returns were calculated as at 30 Sep 2023.

BT Core Hedged Global Share Retail’s total return for the last three months was -2.15%. This was made up of a growth return of -2.15% and an income return of 0%%. These returns were calculated as at 30 Sep 2023.

BT Core Hedged Global Share Retail’s one-year total return is 23.12%. This was made up of a growth return of 10.96% and an income return of 12.16%. These returns were calculated as at 30 Sep 2023.

BT Core Hedged Global Share Retail’s one-year total return is 12.3%. This was made up of a growth return of -1.17% and an income return of 13.47%. These returns were calculated as at 30 Sep 2023.

The asset allocation of the BT Core Hedged Global Share Retail managed fund is :

The Responsible Entity for the BT Core Hedged Global Share Retail managed fund is BT Funds Management No.2 Limited.

The BT Core Hedged Global Share Retail managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 31 Oct 2023, the size of the BT Core Hedged Global Share Retail managed fund was $7.92 million.

The BT Core Hedged Global Share Retail managed fund has an inception date of 1 Nov 2001.

The current entry price of the BT Core Hedged Global Share Retail managed fund is $0.929 per unit and the current exit price is $0.924 per unit (as at 23 Oct 2023).

The current exit price of the BT Core Hedged Global Share Retail managed fund is $0.924 per unit and the current entry price is $0.929 per unit (as at 23 Oct 2023).

The minimum initial investment amount for the BT Core Hedged Global Share Retail managed fund is $5,000. Minimum additional investment is $0.