BT Wholesale Multi-Manager Balanced Fund
About this Fund
|FUND MANAGER||BT Funds Management|
|INVESTMENT STYLE||The Fund invests in a diverse mix of assets with both income-producing assets of cash and fixed interest around 30%, and growth assets of shares and property around 70%.|
|INVESTMENT PROFILE||The Fund aims to provide moderate to high total returns (before fees and taxes) over the medium term from a combination of capital growth and income.|
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||Strategic weight of the underlying sector benchmarks|
|FUND SIZE||Strategic weight of the underlying sector benchmarks|
|NO. OF HOLDINGS|
Benefits of investing in the BT Wholesale Multi-Manager Balanced Fund
The key benefits of the Fund are as follows.
Medium to High
The Fund is intended to be suitable for investors seeking exposure to a diversified range of investments with both income producing and growth characteristics who have a medium to high tolerance for risk.
About the Fund
An actively managed fund
featuring a diversified mix of mainly growth assets of shares and property and
some defensive assets like cash and fixed interest.
Investment management of the Fund
We provide investment opportunities across a range of asset classes, including shares, property, fixed interest and cash.
Our investment team provides in-depth monitoring and analysis of the Fund and its investment managers.
The Fund is built around long-term strategic asset allocations (SAAs) which are reviewed annually and as otherwise required to adapt to significant changes in market conditions.
The team determines the asset allocation, and selects and blends investment managers with the potential to consistently deliver outperformance across the business cycle within an actively managed risk management framework. These investment managers are monitored regularly and as part of this review process an investment manager can be added or removed at any time and without prior notice. Details of any change will be available on bt.com.au/pdsupdates.
How we invest your money
The Fund invests in a diverse mix of assets with both income-producing assets of cash and fixed interest (around 30%) and growth assets of shares and property (around 70%).
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: 55-80%
Total Defensive Assets: 20-45%