BT Wrap Essentials - Zurich Australian Equity Income - Managed Fund (Closed)

The objective of the BT Wrap Essentials - Zurich Australian Equity Income managed fund is To provide investors with regular income and some capital growth from the Australian share market.

The strategy of the BT Wrap Essentials - Zurich Australian Equity Income managed fund is The Fund invests in a range of securities listed on the Australian Securities Exchange that are expected to deliver a regular income stream. The Fund maintains a portfolio of bought and sold options over shares and equity index futures in order to deliver additional income and reduce investment risk.

The APIR code of the BT Wrap Essentials - Zurich Australian Equity Income managed fund is WFS0425AU.

BT Wrap Essentials - Zurich Australian Equity Income’s total return last month was 2.92%. This was made up of a growth return of 1.44% and an income return of 1.48%. These returns were calculated as at 30 Jun 2019.

BT Wrap Essentials - Zurich Australian Equity Income’s total return for the last three months was 6.76%. This was made up of a growth return of 5.23% and an income return of 1.53%%. These returns were calculated as at 30 Jun 2019.

BT Wrap Essentials - Zurich Australian Equity Income’s one-year total return is 10.01%. This was made up of a growth return of 4.38% and an income return of 5.63%. These returns were calculated as at 30 Jun 2019.

BT Wrap Essentials - Zurich Australian Equity Income’s one-year total return is 8.29%. This was made up of a growth return of 2.73% and an income return of 5.56%. These returns were calculated as at 30 Jun 2019.

The asset allocation of the BT Wrap Essentials - Zurich Australian Equity Income managed fund is :

The Responsible Entity for the BT Wrap Essentials - Zurich Australian Equity Income managed fund is Westpac Financial Services Limited.

The BT Wrap Essentials - Zurich Australian Equity Income managed fund belongs to the Equity Australia Derivative Income sector/asset class.

As at 31 Jul 2019, the size of the BT Wrap Essentials - Zurich Australian Equity Income managed fund was $3.67 million.

The BT Wrap Essentials - Zurich Australian Equity Income managed fund has an inception date of 2 Nov 2009.

The current entry price of the BT Wrap Essentials - Zurich Australian Equity Income managed fund is $0.7983 per unit and the current exit price is $0.7968 per unit (as at 29 Jul 2019).

The current exit price of the BT Wrap Essentials - Zurich Australian Equity Income managed fund is $0.7968 per unit and the current entry price is $0.7983 per unit (as at 29 Jul 2019).

The minimum initial investment amount for the BT Wrap Essentials - Zurich Australian Equity Income managed fund is $5,000. Minimum additional investment is $0.