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  5. BT Private Investment American Growth - Managed fund profile

BT Private Investment American Growth - 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 United States and Canadian shares. The investment option may also hold cash and 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 -4.38% 2.13% 7.14% -1.64% -17.66% -% -% -%
Growth return -4.38% 2.13% 7.14% -1.64% -17.66% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (MSCI USA NR AUD)
Total return 2.95% 15.36% 22% 33.11% 16.59% 16.15% -% 16.28%
As at 30 Sep 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Private Investment American Growth
International Equities
97.99%
Cash
2.01%
Australian Equities
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
International Equities
70.25%
Cash
1.81%
Australian Equities
22.89%
Property
0.70%
Alternatives
4.35%

General Information

Fund Details
Type Description
BT Private Investment American Growth (Wholesale)
Closed
Westpac Financial Services Limited
BTA0206AU
Equity North America
Not Rated
Investment Fund
20 Apr 2001
n/a
n/a
$0.6009 (as at 15 Mar 2004)
Finalised
Offer information
Type Description
Minimum initial investment $50,000

Top 10 holdings (as at 31 Oct 2023)

Holding (as at 31 Oct 2023) Type % of Portfolio
Microsoft Corp Equity 9.19%
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FAQs about the BT Private Investment American Growth

The objective of the BT Private Investment American Growth 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 Private Investment American Growth managed fund is The investment option invests primarily in United States and Canadian shares. The investment option may also hold cash and derivatives.

The APIR code of the BT Private Investment American Growth managed fund is BTA0206AU.

BT Private Investment American Growth’s total return last month was -4.38%. This was made up of a growth return of -4.38% and an income return of 0%. These returns were calculated as at 30 Sep 2003.

BT Private Investment American Growth’s total return for the last three months was 2.13%. This was made up of a growth return of 2.13% and an income return of 0%%. These returns were calculated as at 30 Sep 2003.

BT Private Investment American Growth’s one-year total return is -1.64%. This was made up of a growth return of -1.64% and an income return of 0%. These returns were calculated as at 30 Sep 2003.

BT Private Investment American Growth’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2003.

The asset allocation of the BT Private Investment American Growth managed fund is :

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

The Responsible Entity for the BT Private Investment American Growth managed fund is Westpac Financial Services Limited.

The BT Private Investment American Growth managed fund belongs to the Equity North America sector/asset class.

As at 28 Feb 2015, the size of the BT Private Investment American Growth managed fund was $ million.

The BT Private Investment American Growth managed fund has an inception date of 20 Apr 2001.

The current entry price of the BT Private Investment American Growth managed fund is $ per unit and the current exit price is $0.6009 per unit (as at 15 Mar 2004).

The current exit price of the BT Private Investment American Growth managed fund is $0.6009 per unit and the current entry price is $ per unit (as at 15 Mar 2004).

The minimum initial investment amount for the BT Private Investment American Growth 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.