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  5. BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares - Managed fund profile

BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares - Managed Fund (Closed)

Fund Objective
To provide capital growth plus some income over the recommended investment timeframe of five years or more, with a strong focus on sustainability (that is, maintaining long-term growth without causing environmental or social damage).
Fund Strategy
The fund seeks to invest in Australian companies with a sustainable approach to the production of goods or services. The fund may invest in companies which mine or use uranium primarily in relation to power generation. It actively seeks out companies which demonstrate superior environmental and social practices and offer sustainable products and services.

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 -1.3% 11.6% 14.31% -2.1% 11.17% 6.71% 7.84% 7.35%
Growth return -1.3% 10.79% 13.48% -4.37% 7.14% 2.41% 2.77% 2.5%
Income return 0% 0.81% 0.83% 2.27% 4.03% 4.3% 5.07% 4.85%
Market index (S&P/ASX 200 TR AUD)
Total return 3.27% 5.33% 14.17% 14.45% 7.03% 9.62% 9.15% 8.27%
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 - Westpac Ins Australian Sustainability Shares
Australian Equities
97.99%
Cash
2.01%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
91.51%
Cash
0.83%
International Equities
4.01%
Property
3.24%
Fixed Interest
0.35%
Alternatives
0.06%

General Information

Fund Details
Type Description
BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares
Closed
Westpac Financial Services Limited
WFS0291AU
Equity Australia Large Blend
starstarstar (as at 31 Jan 2021)
Investment Fund
5 Oct 2001
$0 million (as at 30 Apr 2023)
$1.4067 (as at 15 Feb 2021)
$1.3995 (as at 15 Feb 2021)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.85% (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 29 Feb 2024)

Holding (as at 29 Feb 2024) Type % of Portfolio
CSL Ltd Equity 9.74%
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FAQs about the BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares

The objective of the BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares managed fund is To provide capital growth plus some income over the recommended investment timeframe of five years or more, with a strong focus on sustainability (that is, maintaining long-term growth without causing environmental or social damage).

The strategy of the BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares managed fund is The fund seeks to invest in Australian companies with a sustainable approach to the production of goods or services. The fund may invest in companies which mine or use uranium primarily in relation to power generation. It actively seeks out companies which demonstrate superior environmental and social practices and offer sustainable products and services.

The APIR code of the BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares managed fund is WFS0291AU.

BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares’s total return last month was -1.3%. This was made up of a growth return of -1.3% and an income return of 0%. These returns were calculated as at 31 Jan 2021.

BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares’s total return for the last three months was 11.6%. This was made up of a growth return of 10.79% and an income return of 0.81%%. These returns were calculated as at 31 Jan 2021.

BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares’s one-year total return is -2.1%. This was made up of a growth return of -4.37% and an income return of 2.27%. These returns were calculated as at 31 Jan 2021.

BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares’s one-year total return is 6.71%. This was made up of a growth return of 2.41% and an income return of 4.3%. These returns were calculated as at 31 Jan 2021.

The asset allocation of the BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares managed fund is :

Australian Equities
97.99%
Cash
2.01%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares managed fund is Westpac Financial Services Limited.

The BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Apr 2023, the size of the BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares managed fund was $0 million.

The BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares managed fund has an inception date of 5 Oct 2001.

The current entry price of the BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares managed fund is $1.4067 per unit and the current exit price is $1.3995 per unit (as at 15 Feb 2021).

The current exit price of the BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares managed fund is $1.3995 per unit and the current entry price is $1.4067 per unit (as at 15 Feb 2021).

The minimum initial investment amount for the BT Personal Portfolio Service Investment - Westpac Ins Australian Sustainability Shares 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.