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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
BT Personal Portfolio Service Pension - BT Balanced Growth (Closed) WFS0170AU starstarstar Multisector Growth 3.71% -4.90% 3.77%
BT Personal Portfolio Service Pension - BT Cash & Short-term (Closed) WFS0167AU starstarstar Australian Cash 0.13% 0.60% 1.03%
BT Personal Portfolio Service Pension - BT Core Australian Share (Closed) WFS0204AU starstarstar Equity Australia Large Blend 7.11% -8.05% 5.34%
BT Personal Portfolio Service Pension - BT Diversified Growth (Closed) WFS0172AU starstarstar Multisector Balanced 3.14% -3.66% 3.56%
BT Personal Portfolio Service Pension - BT Dynamic Growth (Closed) WFS0173AU starstarstar Multisector Growth 4.13% -5.54% 4.05%
BT Personal Portfolio Service Pension - BT Listed Property (Closed) WFS0175AU starstarstar Equity Australia Real Estate 6.92% -21.81% 2.26%
BT Personal Portfolio Service Pension - BT Moder Growth (Closed) WFS0174AU starstarstar Multisector Moderate 1.82% -1.28% 2.77%
BT Personal Portfolio Service Pension - BT Wholesale Australian Share (Closed) WFS0182AU starstarstarstar Equity Australia Large Blend 8.66% -4.65% 10.41%
BT Personal Portfolio Service Pension - BT Wholesale Core Global Share (Closed) WFS0274AU starstarstarstar Equity World Large Blend 8.90% 16.65% 4.80%
BT Personal Portfolio Service Pension - BT Wholesale Geared Imputation (Closed) WFS0369AU starstarstar Equity Australia Large Geared 11.65% -30.06% 2.63%
BT Personal Portfolio Service Pension - BT Wholesale Partner Australian Share Core 1 (Closed) WFS0060AU starstarstar Equity Australia Large Blend 15.53% 27.58% 9.29%
BT Personal Portfolio Service Pension - BT Wholesale Partner Australian Share Growth 1 (Closed) WFS0059AU starstarstarstarstar Equity Australia Large Growth 15.67% 28.52% 10.25%
BT Personal Portfolio Service Pension - BT Wholesale Smaller Companies (Closed) WFS0275AU starstarstar Equity Australia Mid/Small Blend 11.83% -7.01% 4.92%
BT Personal Portfolio Service Pension - Colonial Wholesale Diversified (Closed) WFS0186AU starstarstarstar Multisector Growth 6.53% -0.51% 6.49%
BT Personal Portfolio Service Pension - Mac Master Australian Enhanced Equities (Closed) WFS0191AU starstarstar Equity Australia Large Blend -2.73% 26.09% -6.25%
BT Personal Portfolio Service Pension - MLC Wholesale Australian Share (Closed) WFS0195AU starstarstar Equity Australia Large Blend 8.32% -8.43% 10.44%
BT Personal Portfolio Service Pension - MLC Wholesale Global Share (Closed) WFS0197AU starstarstar Equity World Large Blend 7.47% 12.67% 3.37%
BT Personal Portfolio Service Pension - MLC Wholesale Property Securities (Closed) WFS0199AU starstarstarstar Equity Australia Real Estate 5.72% -21.23% 1.39%
BT Personal Portfolio Service Pension - Schroder Hybrid Securities (Closed) WFS0066AU starstarstarstar Diversified Credit 2.65% 1.34% 2.24%
BT Personal Portfolio Service Pension - UBS International Share (Closed) WFS0068AU starstarstar Equity World Large Blend 13.10% -2.84% 4.67%
BT Personal Portfolio Service Pension - Westpac Australian Fixed Interest (Closed) WFS0168AU starstarstarstar Bonds - Australia 1.12% 3.24% 4.93%
BT Personal Portfolio Service Pension - Westpac International Fixed Interest (Closed) WFS0169AU starstarstarstar Bonds - Global 0.74% 6.01% 4.27%
BT Personal Portfolio Service Pension - Westpac International Share (Closed) WFS0177AU starstarstar Equity World Large Blend 1.38% -1.26% 6.32%
BT Personal Portfolio Service Super - Aberdeen Select Investment Captial Growth Fund (Closed) WFS0311AU starstarstar Multisector Growth 6.48% 9.17% -2.42%
BT Personal Portfolio Service Super - Australian Sustainability Shares (Closed) WFS0308AU starstarstar Equity Australia Large Blend -1.99% 20.41% -5.21%

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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.