BT Investment Funds - Investors Mutual Australian Share
About this Fund
Fund Detail
| PDS | https://informedinvestor.com.au/view/pds/101153-2023-09-20-02:20.pdf |
| FUND MANAGER | Investors Mutual Limited |
| ASX Code | |
| APIR | WFS0091AU |
| ASSET CLASS | AUSTRALIAN EQUITIES |
| INVESTMENT STYLE | The Option will invest in a diversified portfolio of quality ASX listed Australian and NZ industrial and resource shares. |
| 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 | Unhedged |
| INCEPTION DATE | 21-07-2003 |
| BENCHMARK | S&P/ASX 300 Accumulation Index |
| FUND SIZE | S&P/ASX 300 Accumulation Index |
| DISTRIBUTION FREQUENCY | Half-yearly |
| NO. OF HOLDINGS | 20+ |
| FEES | 1.39% p.a. |
| STRUCTURE |
Benefits
| Benefits | Benefits of investing in BT Investment FundsInvestment 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 | Dynamic |
| INVESTOR SUITABILITY | seeking to achieve medium to long term capital growth with income (after fees but before the consumer's applicable taxes), through investing in a diversified portfolio of quality ASX listed Australian and NZ industrial and resource shares. |
Risks
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Key Features
About the FundThe Fund will invest in a diversified portfolio of quality ASX listed Australian and NZ industrial and resource shares, where these shares are identified by our investment team as being undervalued. Investment objectiveTo provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Benchmark of the Fund on a rolling four year basis. 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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