BT Investment Funds - BT Smaller Companies Fund
About this Fund
Fund Detail
| PDS | https://informedinvestor.com.au/view/pds/101146-2023-09-20-02:20.pdf |
| FUND MANAGER | Pendal |
| ASX Code | |
| APIR | RFA0012AU |
| ASSET CLASS | SMALL CAP EQUITIES |
| INVESTMENT STYLE | The Investment Option invests primarily in companies outside the top 100 listed on the Australian Securities Exchange. |
| INVESTMENT PROFILE | The Option aims to provide a return (before fees and taxes) that exceeds the return from its benchmark when measured over the recommended investment timeframe. |
| CURRENCY MANAGEMENT | Active management |
| INCEPTION DATE | 10-08-1987 |
| BENCHMARK | S&P/ASX Small Ordinaries Accumulation Index |
| FUND SIZE | S&P/ASX Small Ordinaries Accumulation Index |
| DISTRIBUTION FREQUENCY | Half-yearly |
| NO. OF HOLDINGS | |
| FEES | 1.21% p.a. |
| STRUCTURE |
Benefits
| Benefits | Benefits of investing in the BT Investment Funds - BT Smaller Companies FundInvestment choice You can choose from approximately 40 Investment Options. That means you can select from a number of different investment managers across different asset classes. Flexibility Your investment strategy and needs may also change from time to time, so it's important that your investment offers flexibility too. BT Investment Funds gives you the ability to quickly change your investment strategy by switching between different Investment Options as needed. Services to make investing easier You can check your balance, switch Investment Options and find out more about investing through our website (BT Online). Features such as distribution reinvestment, our Regular Investment Plan and Flexi Payment Plan all make it easier for you to manage your money in a way that suits your financial situation, goals and needs. Email or phone our BT Customer Relations team to get the answers to your questions.
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| RISK LEVEL | Aggressive |
| INVESTOR SUITABILITY | seeking to achieve long term capital growth and tax effective income (after fees but before the consumer's applicable taxes), through investing in an actively managed portfolio of Australian smaller company shares listed on the ASX. |
Risks
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| Detail |
Key Features
About the FundThe Investment Option invests primarily in companies outside the top 100 listed on the Australian Securities Exchange. The Investment Option may also invest in equivalent companies listed on the New Zealand Stock Exchange. Investment objectiveTo provide a return (before fees and taxes) that exceeds the return from its benchmark when measured over the recommended investment timeframe. About BT Financial GroupBT Financial Group (BT) is the wealth management arm of the Westpac Group. BT has been helping Australians create, manage and protect their wealth since 1969. Today, it is one of Australia's leading providers of superannuation, investment and insurance products. In both Australia and New Zealand, BT provides a diverse range of investment choices, including funds managed by BT's own team and through alliances with global investment managers. |
Mandate
How we invest your moneyThe BT Investment Management Investment Options are managed by BT Investment Management (Institutional) Limited (BTIM) and by a number of external managers with complementary capabilities. BTIM offers investors a range of investment choices including Australian shares and property securities, fixed income and cash, absolute return investments, international shares and property securities. To complement its in-house expertise, BTIM also partners with leading global and domestic investment managers. Asset Classes and Asset Allocation Ranges
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