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InvestSense Diversified 3 Portfolio - BT Panorama

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/106837-2024-05-17-02:30.pdf
FUND MANAGER BT Investment Solutions
ASX Code
APIR INV01CPI4
ASSET CLASS MFUNDS
INVESTMENT STYLE

InvestSense believes that prevailing market valuations tend
to be indicative of final outcomes over long-time periods.
By undertaking a forward-looking view of expected returns
and implied risks, InvestSense aims to understand if the
market is sufficiently rewarding investors for the risks they
are undertaking across different asset class.

INVESTMENT PROFILE

InvestSense is a portfolio construction and investment
consulting company. The partners at InvestSense have
had extensive experience in financial markets across institutional and retail investment consulting, portfolio management and investment research.

CURRENCY MANAGEMENT
INCEPTION DATE
BENCHMARK CPI + 3%
FUND SIZE CPI + 3%
DISTRIBUTION FREQUENCY
NO. OF HOLDINGS
FEES
STRUCTURE

Benefits

Benefits
RISK LEVEL
INVESTOR SUITABILITY

Risks

Title
Detail

Key Features

Mandate

Asset allocation range (%) Min/Target/Max
Australian equities: 0 - 31 - 60%
Global equities: 0 - 29 - 60%
Property & infrastructure: 0 - 10 - 40%
Fixed Interest: 0 - 20 - 60%
Alternatives: 0 - 0 - 30%
Cash: 0 - 10 - 60%