BT Index Balanced - Managed Fund

Fund Performance Comparison

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Peers
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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1 2.86 7.82 10.7 10.77 9.55 - -
Growth return 0.67 2.53 5.84 7.54 5.65 4.43 - -
Income return 0.33 0.33 1.98 3.16 5.12 5.12 - -
Market index (Morningstar Aus Msec Growth TR AUD)
Total return 1.01 2.92 7.99 10.48 11.39 10 9.23 8.8
As as 30 Sep 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Index Balanced
Australian Equities
33.23%
International Equities
24.79%
Cash
5.32%
Property
11.95%
Fixed Interest
24.71%
Alternatives
0%
Average Allocation of Peers
Australian Equities
28.84%
International Equities
29.95%
Cash
7.38%
Property
6.79%
Fixed Interest
20.89%
Alternatives
6.15%

General Information

Fund Details
Type Description
BT Index Balanced (Wholesale)
Westpac Financial Services Limited
WFS0590AU
Multisector Growth
starstarstarstarstar (as at 30 Sep 2019)
Investment Fund
1 Aug 2016
$383.07 million (as at 31 Aug 2019)
$1.1189 (as at 10 Oct 2019)
$1.1169 (as at 10 Oct 2019)
Fund Objective
To provide investors predominantly with moderate growth and some income returns, which track the overall return of a diversified portfolio of underlying investments.
Fund Strategy
The Fund invests in a diverse mix of assets with both income-producing assets (around 30%) of cash and fixed interest, and growth assets (around 70%) including shares and property. The Fund's exposure to these asset classes will be obtained by investing directly into sector specific funds.
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.33% (as at 30 Jun 2018)
Minimum initial investment $500,000
Minimum additional investments
Minimum redemption amount

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.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Underperforming
81%^

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.39%
Intelligent Investor Equity Growth 9.87%
InvestSMART High Growth 9.27%
Intelligent Investor Equity Income 9.06%
InvestSMART Diversified Property and Infrastructure 8.48%
InvestSMART Growth 8.47%
Intelligent Investor Australian Small Companies Fund 7.27%
InvestSMART Balanced 6.86%
InvestSMART Conservative 5.33%
InvestSMART Hybrid Income 5.27%
InvestSMART Interest Income 3.75%