BT Wrap Essentials - Solaris Core Australian Share - Managed Fund (Closed)

The objective of the BT Wrap Essentials - Solaris Core Australian Share managed fund is The fund seeks 3.0% pa outperformance of the benchmark over rolling 3 year periods.

The strategy of the BT Wrap Essentials - Solaris Core Australian Share managed fund is To pick stocks using fundamental analysis to exploit market inefficiencies in forecasts and valuations. Analyst management of the portfolio is the best way to capture market inefficiencies.

The APIR code of the BT Wrap Essentials - Solaris Core Australian Share managed fund is WFS0424AU.

BT Wrap Essentials - Solaris Core Australian Share’s total return last month was 5.97%. This was made up of a growth return of 5.97% and an income return of 0%. These returns were calculated as at 31 Jul 2016.

BT Wrap Essentials - Solaris Core Australian Share’s total return for the last three months was 6.36%. This was made up of a growth return of -1.83% and an income return of 8.19%%. These returns were calculated as at 31 Jul 2016.

BT Wrap Essentials - Solaris Core Australian Share’s one-year total return is 2.17%. This was made up of a growth return of -7.58% and an income return of 9.75%. These returns were calculated as at 31 Jul 2016.

BT Wrap Essentials - Solaris Core Australian Share’s one-year total return is 8.65%. This was made up of a growth return of -1.49% and an income return of 10.14%. These returns were calculated as at 31 Jul 2016.

The asset allocation of the BT Wrap Essentials - Solaris Core Australian Share managed fund is :

The Responsible Entity for the BT Wrap Essentials - Solaris Core Australian Share managed fund is Westpac Financial Services Limited.

The BT Wrap Essentials - Solaris Core Australian Share managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Jul 2016, the size of the BT Wrap Essentials - Solaris Core Australian Share managed fund was $4.45 million.

The BT Wrap Essentials - Solaris Core Australian Share managed fund has an inception date of 2 Nov 2009.

The current entry price of the BT Wrap Essentials - Solaris Core Australian Share managed fund is $0.8887 per unit and the current exit price is $0.8834 per unit (as at 8 Aug 2016).

The current exit price of the BT Wrap Essentials - Solaris Core Australian Share managed fund is $0.8834 per unit and the current entry price is $0.8887 per unit (as at 8 Aug 2016).

The minimum initial investment amount for the BT Wrap Essentials - Solaris Core Australian Share managed fund is $5,000. Minimum additional investment is $0.