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BT Wholesale Partner Australian Shares Growth 1

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/101784-2022-03-09-17:13.pdf
FUND MANAGER Platypus Asset Management
ASX Code
APIR BTA0242AU
ASSET CLASS AUSTRALIAN EQUITIES
INVESTMENT STYLE The Fund invests in Australian shares with a growth investment style.
INVESTMENT PROFILE The Fund aims to provide a return (before fees and taxes) that exceeds the Benchmark over the medium to long term.
CURRENCY MANAGEMENT Unhedged
INCEPTION DATE 06-11-2002
BENCHMARK S&P/ASX 300 Accumulation Index
FUND SIZE S&P/ASX 300 Accumulation Index
DISTRIBUTION FREQUENCY Quarterly
NO. OF HOLDINGS
FEES 0.89% p.a.
STRUCTURE

Benefits

Benefits

Benefits of investing in the BT Wholesale Partner Australian Shares Growth 1

The key benefits of the Fund are as follows:

  • Potential for long-term capital growth and enhanced performance through active management.
  • A team of experienced and dedicated professionals actively looking after your investment.

Risk level

High

Investor suitability

The Fund is suitable for investors seeking exposure to Australian shares through a growth style investment manager who have a high tolerance for risk.
RISK LEVEL
INVESTOR SUITABILITY

Risks

Title
Detail

Key Features

About the Fund

The Fund is an actively managed portfolio of Australian shares. The shares are managed by Platypus.

Investment objective

To provide a return (before fees and taxes) that exceeds the S&P/ASX 300 Accumulation Index over the medium to long term.

Mandate

How we invest your money

The Fund is actively managed and invests primarily in Australian shares, managed with a growth style of investing.