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  5. BT Investment Funds - BT TIME Fund - Managed fund profile

BT Investment Funds - BT TIME Fund - Managed Fund (Closed)

Fund Objective
To provide a return (before fees and taxes) that exceeds the return from its benchmark when measured over the recommended investment timeframe.
Fund Strategy
The investment option invests primarily in shares in the technology sector.

Fund Performance Comparison

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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.
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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 1.04% 2.63% 5.17% 4.7% -2.63% 0.67% -22% -%
Growth return 1.04% -0.2% 2.27% 1.81% -3.98% -0.26% -22.43% -%
Income return 0% 2.83% 2.9% 2.89% 1.35% 0.93% 0.43% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.02% 14.06% 20.11% 28.72% 15.87% 14.43% -% 13.43%
As at 31 Aug 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Investment Funds - BT TIME Fund
International Equities
97.41%
Cash
2.59%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
92.05%
Cash
3.01%
Australian Equities
3.12%
Property
1.80%
Fixed Interest
-0.04%
Alternatives
0.06%

General Information

Fund Details
Type Description
BT Investment Funds - BT TIME Fund (Wholesale)
Closed
Westpac Financial Services Limited
BTA0176AU
Equity Global Technology
Not Rated
Investment Fund
20 Apr 2000
n/a
n/a
$0.2927 (as at 31 Aug 2005)
Finalised
Offer information
Type Description
Minimum initial investment $50,000

Top 10 holdings (as at 31 May 2021)

Holding (as at 31 May 2021) Type % of Portfolio
Microsoft Corp Equity 10.29%
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FAQs about the BT Investment Funds - BT TIME Fund

The objective of the BT Investment Funds - BT TIME Fund 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 Investment Funds - BT TIME Fund managed fund is The investment option invests primarily in shares in the technology sector.

The APIR code of the BT Investment Funds - BT TIME Fund managed fund is BTA0176AU.

BT Investment Funds - BT TIME Fund’s total return last month was 1.04%. This was made up of a growth return of 1.04% and an income return of 0%. These returns were calculated as at 31 Aug 2005.

BT Investment Funds - BT TIME Fund’s total return for the last three months was 2.63%. This was made up of a growth return of -0.2% and an income return of 2.83%%. These returns were calculated as at 31 Aug 2005.

BT Investment Funds - BT TIME Fund’s one-year total return is 4.7%. This was made up of a growth return of 1.81% and an income return of 2.89%. These returns were calculated as at 31 Aug 2005.

BT Investment Funds - BT TIME Fund’s one-year total return is 0.67%. This was made up of a growth return of -0.26% and an income return of 0.93%. These returns were calculated as at 31 Aug 2005.

The asset allocation of the BT Investment Funds - BT TIME Fund managed fund is :

International Equities
97.41%
Cash
2.59%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Investment Funds - BT TIME Fund managed fund is Westpac Financial Services Limited.

The BT Investment Funds - BT TIME Fund managed fund belongs to the Equity Global Technology sector/asset class.

As at 31 Jan 2015, the size of the BT Investment Funds - BT TIME Fund managed fund was $ million.

The BT Investment Funds - BT TIME Fund managed fund has an inception date of 20 Apr 2000.

The current entry price of the BT Investment Funds - BT TIME Fund managed fund is $ per unit and the current exit price is $0.2927 per unit (as at 31 Aug 2005).

The current exit price of the BT Investment Funds - BT TIME Fund managed fund is $0.2927 per unit and the current entry price is $ per unit (as at 31 Aug 2005).

The minimum initial investment amount for the BT Investment Funds - BT TIME Fund managed fund is $50,000.

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.