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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Barrow Hanley Wholesale Plus Global Shares WFS0865AU starstarstarstar Equity World Large Value 4.15% 19.01% 10.85%
BT American Share Retail BTA0023AU starstarstar Equity North America 2.42% 27.88% 11.07%
BT Asian Share Retail BTA0026AU starstarstar Equity Asia Pacific w/o Japan 1.75% 22.44% -0.16%
BT Classic Investment Funds - Balanced Returns BTA0043AU starstarstar Multisector Balanced 0.84% 14.93% 3.66%
BT International Share Retail BTA0024AU starstarstar Equity World Large Blend 2.48% 30.67% 14.00%
BT Investor Choice - All Australian Growth Shares WFS0102AU starstarstar Equity Australia Large Growth 1.90% 23.50% 6.80%
BT Investor Choice - All Australian Share WFS0103AU starstarstarstar Equity Australia Large Blend 1.46% 24.71% 7.89%
BT Investor Choice - All Australian Shares NEF WFS0327AU starstarstar Equity Australia Large Blend 1.31% 24.04% 7.20%
BT Investor Choice - Australian Growth Shares WFS0022AU starstarstar Equity Australia Large Growth 2.03% 24.28% 7.39%
BT Investor Choice - Australian Property Securities WFS0101AU starstarstar Equity Australia Real Estate 4.85% 50.20% 7.57%
BT Investor Choice - Australian Share WFS0021AU starstarstarstar Equity Australia Large Blend 1.55% 25.41% 8.42%
BT Investor Choice - Balanced Growth WFS0033AU starstarstar Multisector Growth 1.25% 16.61% 5.11%
BT Investor Choice - Dynamic Growth WFS0034AU starstarstarstar Multisector Growth 1.79% 17.59% 5.75%
BT Investor Choice - International Share WFS0023AU starstarstar Equity World Large Blend 2.43% 30.32% 13.89%
BT Personal Portfolio Service Investment - BT Australian Share WFS0232AU starstarstarstar Equity Australia Large Blend 11.25% -1.28% 6.55%
BT Personal Portfolio Service Investment - BT Wholesale European WFS0254AU starstarstar Equity Europe 12.82% -4.83% -0.84%
BT Personal Portfolio Service Investment - BT Wholesale Geared Imputation WFS0367AU starstarstarstar Equity Australia Large Geared 21.95% -21.61% 3.50%
BT Premium Cash BTA0173AU starstarstar Australian Cash n/a n/a n/a
BT Premium Cash Retail BTA0129AU starstarstar Australian Cash n/a n/a n/a
BT Property Securities Retail BTA0051AU starstarstarstar Equity Australia Real Estate 4.84% 48.61% 7.30%
BT Technology Retail BTA0127AU starstarstarstar Equity Global Technology 3.94% 46.86% 12.25%
BT Wrap Essentials - BT Macquarie Diversified Fixed Interest WFS0379AU starstarstar Bonds - Global / Australia 0.22% 8.35% -0.75%
BT Wrap Essentials - Fidelity Australian Equities WFS0409AU starstarstar Equity Australia Large Blend 3.63% 22.11% 5.09%
Macquarie Wholesale Plus Corporate Bond Fund BTA0474AU starstarstar Diversified Credit 1.30% 6.02% 3.18%
Macquarie Wholesale Plus International Infrastructure Securities Hedged WFS0867AU starstarstarstarstar Equity Global Infrastructure - Currency Hedged 3.60% 21.79% 8.62%

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Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.