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BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth - Managed Fund (Closed)

Fund Objective
Aims to outperform the Benchmark, after fees, over 7 year periods.
Fund Strategy
The portfolio primarily invests in growth assets, with a small exposure to defensive assets. You'll always know where your money is invested because we actively manage the allocations to these assets within defined ranges, in accordance with our changing view of risk and opportunities in investment markets. The portfolio is broadly diversified across asset classes and investment managers from around the world. These managers invest in many companies and securities in Australia and overseas.

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 2.75% 8.65% 12.35% 14.76% 5.49% 6.3% 0.95% 6%
Growth return 2.75% 8.65% 12.35% 14.76% 5.49% 6.3% 0.95% 6%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 1.8% 5.06% 13.99% 15.82% 20.4% 15.18% 12.58% 9.92%
As at 28 Feb 2013. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth
Australian Equities
28.41%
International Equities
44.16%
Cash
5.48%
Property & Infrastructure
5.29%
Fixed Interest
6.57%
Alternatives
10.09%
Average Allocation of Peers
Australian Equities
33.99%
International Equities
49.63%
Cash
2.63%
Property & Infrastructure
4.88%
Fixed Interest
5.16%
Alternatives
3.72%

General Information

Fund Details
Type Description
BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth
Closed
Westpac Financial Services Limited
WFS0156AU
Multisector Aggressive
starstar (as at 28 Feb 2013)
Superannuation Fund
14 Aug 1998
n/a
$1.8179 (as at 18 Mar 2013)
$1.8179 (as at 18 Mar 2013)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.43% (as at 30 Jun 2012)
Minimum initial investment $5,000.00

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025) Type % of Portfolio
MultiMix Wholesale International Shrs Tr Mutual Fund - Open End 38.72%
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FAQs about the BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth

The objective of the BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth managed fund is Aims to outperform the Benchmark, after fees, over 7 year periods.

The strategy of the BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth managed fund is The portfolio primarily invests in growth assets, with a small exposure to defensive assets. You'll always know where your money is invested because we actively manage the allocations to these assets within defined ranges, in accordance with our changing view of risk and opportunities in investment markets. The portfolio is broadly diversified across asset classes and investment managers from around the world. These managers invest in many companies and securities in Australia and overseas.

The APIR code of the BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth managed fund is WFS0156AU.

BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth’s total return last month was 2.75%. This was made up of a growth return of 2.75% and an income return of 0%. These returns were calculated as at 28 Feb 2013.

BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth’s total return for the last three months was 8.65%. This was made up of a growth return of 8.65% and an income return of 0%%. These returns were calculated as at 28 Feb 2013.

BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth’s one-year total return is 14.76%. This was made up of a growth return of 14.76% and an income return of 0%. These returns were calculated as at 28 Feb 2013.

BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth’s one-year total return is 6.3%. This was made up of a growth return of 6.3% and an income return of 0%. These returns were calculated as at 28 Feb 2013.

The asset allocation of the BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth managed fund is :

Australian Equities
28.41%
International Equities
44.16%
Cash
5.48%
Property & Infrastructure
5.29%
Fixed Interest
6.57%
Alternatives
10.09%

The Responsible Entity for the BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth managed fund is Westpac Financial Services Limited.

The BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth managed fund belongs to the Multisector Aggressive sector/asset class.

As at 31 Jan 2015, the size of the BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth managed fund was $ million.

The BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth managed fund has an inception date of 14 Aug 1998.

The current entry price of the BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth managed fund is $1.8179 per unit and the current exit price is $1.8179 per unit (as at 18 Mar 2013).

The current exit price of the BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth managed fund is $1.8179 per unit and the current entry price is $1.8179 per unit (as at 18 Mar 2013).

The minimum initial investment amount for the BT Personal Portfolio Service Super - MLC Wholesale Horizon 5 Growth managed fund is $5,000.

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.