BT Wholesale Multi-Manager Growth Fund
About this Fund
|FUND MANAGER||BT Funds Management|
|INVESTMENT STYLE||The Fund invests in a diverse mix of assets with an emphasis on the growth oriented assets of Australian and international shares around 85%, and investment in defensive assets of cash and fixed interest, around 15%.|
|INVESTMENT PROFILE||The Fund aims to provide high total returns (before fees and taxes) over the long term through capital growth.|
|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 Growth Fund
The key benefits of the Fund are as follows.
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 high tolerance for risk.
About the Fund
An actively managed fund
with an emphasis on the growth oriented assets of Australian and international
shares, with some defensive investments in 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 an emphasis on the growth oriented assets of Australian and international shares (around 85%) and investment in defensive assets of cash and fixed interest (around 15%) providing some income and stability of returns.
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: 70-95%
Total Defensive Assets: 5-30%