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  5. BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global - Managed fund profile

BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global - Managed Fund

Fund Objective
The Fund aims to provide a return (before fees, costs and taxes) that exceeds the MSCI World ex Australia (Standard) Index (Net Dividends) hedged to AUD over the medium to long term.
Fund Strategy
This Fund is designed for investors who want the potential for long term capital growth, diversification across a broad range of companies, industries and countries and are prepared to accept higher variability of returns. Whilst the Fund can invest in any international share market that offers attractive opportunities, most investments will be located in the United States, Europe and Japan. The Fund may also hold cash and may use derivatives.

Fund Performance Comparison

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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 -1.41% 20.41% 20.67% 3.92% 7.07% 1.02% 8.01% 9.52%
Growth return -1.41% 20.41% 20.67% -7.36% 1.09% -4.52% 4.24% 5.45%
Income return 0% 0% 0% 11.28% 5.98% 5.54% 3.77% 4.07%
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return 0.87% 5.67% 9.66% 13.17% 16.48% 15.02% 12.89% 11.13%
As at 31 Jan 2021. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global
International Equities
96.97%
Cash
3.03%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
98.26%
Cash
1.45%
Australian Equities
0.06%
Property & Infrastructure
0.20%
Fixed Interest
0.03%
Alternatives
0%

General Information

Fund Details
Type Description
BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global
Westpac Financial Services Limited
WFS0074AU
Equity World - Currency Hedged
starstar (as at 31 Jan 2021)
Investment Fund
17 May 2003
$0 million (as at 30 Apr 2023)
$1.1404 (as at 12 Feb 2021)
$1.1358 (as at 12 Feb 2021)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.97% (as at 30 Jun 2013)
Performance fee (not included in ICR) Not Available
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025) Type % of Portfolio
Bank of Nova Scotia Equity 4.56%
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FAQs about the BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global

The objective of the BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global managed fund is The Fund aims to provide a return (before fees, costs and taxes) that exceeds the MSCI World ex Australia (Standard) Index (Net Dividends) hedged to AUD over the medium to long term.

The strategy of the BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global managed fund is This Fund is designed for investors who want the potential for long term capital growth, diversification across a broad range of companies, industries and countries and are prepared to accept higher variability of returns. Whilst the Fund can invest in any international share market that offers attractive opportunities, most investments will be located in the United States, Europe and Japan. The Fund may also hold cash and may use derivatives.

The APIR code of the BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global managed fund is WFS0074AU.

BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global’s total return last month was -1.41%. This was made up of a growth return of -1.41% and an income return of 0%. These returns were calculated as at 31 Jan 2021.

BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global’s total return for the last three months was 20.41%. This was made up of a growth return of 20.41% and an income return of 0%%. These returns were calculated as at 31 Jan 2021.

BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global’s one-year total return is 3.92%. This was made up of a growth return of -7.36% and an income return of 11.28%. These returns were calculated as at 31 Jan 2021.

BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global’s one-year total return is 1.02%. This was made up of a growth return of -4.52% and an income return of 5.54%. These returns were calculated as at 31 Jan 2021.

The asset allocation of the BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global managed fund is :

International Equities
96.97%
Cash
3.03%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global managed fund is Westpac Financial Services Limited.

The BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 30 Apr 2023, the size of the BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global managed fund was $0 million.

The BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global managed fund has an inception date of 17 May 2003.

The current entry price of the BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global managed fund is $1.1404 per unit and the current exit price is $1.1358 per unit (as at 12 Feb 2021).

The current exit price of the BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global managed fund is $1.1358 per unit and the current entry price is $1.1404 per unit (as at 12 Feb 2021).

The minimum initial investment amount for the BT Personal Portfolio Service Investment - BT Wholesale Core Hedged Global managed fund is $5,000. Minimum additional investment is $0.

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.