Mercer Indexed Defensive Fund
About this Fund
|Advance asset management
|EXCHANGE TRADED FUNDS
|The Fund invests in a diverse mix of assets with the majority in the defensive assets of cash and fixed interest (around 70%) and a modest investment in growth assets such as shares and property (around 30%).
|The Fund seeks to provide investors with similar returns before fees to the composite benchmark of underlying funds' indices.
|NO. OF HOLDINGS
Benefits of investing in the BT Index Defensive Fund
The key benefits of the Fund are as follows.
The Fund is intended to be suitable for investors seeking index exposure to a diversified range of investments with income producing and growth characteristics who have a low to medium tolerance for risk.
About the Fund
BT Diversified Index Funds (Funds) offer a low cost diversified investment across asset classes using index funds and exchange traded funds.
With five options to choose from, you can select from diversified portfolios of global and Australian shares, property, fixed interest and cash across a range of risk profiles.
What is an index?
An index comprises all available investments (or a specific sample of) in a particular market or sector, such as Australian shares, property or fixed interest. It measures the performance of a particular market or sector over time. An index fund invests in the same securities as the index it tracks and will continually rebalance to ensure it matches the index allocations.
Investors in an index fund have indirect access to the income and growth of the securities in the index with lower transaction costs compared with personally owning and managing these securities directly.
Using a BT Diversified Index Fund
The Funds invest in a number of indices across different asset classes. The allocation to each asset class and index will depend on:
How we invest your money
The Fund invests in a diverse mix of assets with the majority in the defensive assets of cash and fixed interest (around 70%) and a modest investment in growth assets such as shares and property (around 30%).
The Fund's exposure to these asset classes will be obtained primarily by investing directly into our sector specific funds. The Fund may also hold assets directly including derivatives, currency and other unit trusts.
Strategic asset allocation (SAA) ranges
Total Growth Assets: 15-40%
Total Defensive Assets: 60-85%