Advance Indexed Balanced Portfolio
About this Fund
Fund Detail
PDS | |
FUND MANAGER | BT Investment Solutions |
ASX Code | |
APIR | WFS0567AU |
ASSET CLASS | DIVERSIFIED |
INVESTMENT STYLE | The manager applies a strategic asset allocation framework to |
INVESTMENT PROFILE | Advance is a manager of investment managers, providing investment opportunities across a range of asset classes, including shares, property, fixed interest and cash. |
CURRENCY MANAGEMENT | |
INCEPTION DATE | 18-03-2015 |
BENCHMARK | Composite |
FUND SIZE | Composite |
DISTRIBUTION FREQUENCY | |
NO. OF HOLDINGS | |
FEES | 0.3200% pa |
STRUCTURE |
Benefits
Benefits | Benefits:
|
RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
Title | |
Detail |
Key Features
Investment manager
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Mandate
Asset AllocationAustralian Shares 32.3%
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