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BT Australian Shares Index Fund

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/101157-2023-04-04-02:20.pdf
FUND MANAGER BlackRock Investment Management
ASX Code
APIR ADV0062AU
ASSET CLASS EXCHANGE TRADED FUNDS
INVESTMENT STYLE The Fund invests in a wide range of Australian shares listed or expected to be listed on the Australian Securities Exchange.
INVESTMENT PROFILE The Fund seeks to provide investors with similar returns before fees to those of its benchmark index.
CURRENCY MANAGEMENT Unhedged
INCEPTION DATE 31-05-1999
BENCHMARK S&P/ASX 300 Accumulation Index
FUND SIZE S&P/ASX 300 Accumulation Index
DISTRIBUTION FREQUENCY Quarterly
NO. OF HOLDINGS
FEES 0.18% p.a.
STRUCTURE

Benefits

Benefits

Benefits of investing in the BT Australian Shares Index Fund

The key benefits of the Fund are as follows:

  • Potential for long-term capital growth in line with the Fund's benchmark before fees.
  • As far as practicable and possible, exposure to all of the securities within its benchmark index.
  • Access to information about your investment 24/7 on our secure client website at BT Online, enabling you to keep track of your investments.

Risk level

High

Investor suitability

The Fund is suitable for investors seeking index exposure to Australian shares who have a high tolerance for risk.
RISK LEVEL
INVESTOR SUITABILITY

Risks

Title
Detail

Key Features

About the Fund

An index fund that aims to provide long term capital growth from a diversified portfolio of Australian shares with a total investment return (before fees and taxes) that tracks the Benchmark.

About BT's single sector funds

BT's single sector fund options allow you to increase your exposure to asset classes that suit your investment profile, such as Australian or international shares or fixed interest investments, property, or cash.

About BT Financial Group

BT 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 money

The Fund predominantly invests in a wide range of Australian shares listed or expected to be listed on the Australian Securities Exchange which are included in the benchmark.