BT Busines Super - Colonial Wholesale Diversified - Managed Fund (Closed)

The objective of the BT Busines Super - Colonial Wholesale Diversified managed fund is To provide long-term capital growth. The option aims to outperform the composite benchmark over rolling 3 year periods before fees and taxes.

The strategy of the BT Busines Super - Colonial Wholesale Diversified managed fund is The option's broad asset allocation is to be 70% invested in growth assets and 30% in defensive assets. Allocations are reviewed regularly although a reallocation is only considered in response to a fundamental change in long?term expectations or market demand. The option aims to add value through a disciplined approach to the selection of the investments held by the option. Derivatives may be used for risk management. The option may hedge some or all of its currency exposure.

The APIR code of the BT Busines Super - Colonial Wholesale Diversified managed fund is WFS0120AU.

BT Busines Super - Colonial Wholesale Diversified’s total return last month was 2.05%. This was made up of a growth return of 2.05% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Busines Super - Colonial Wholesale Diversified’s total return for the last three months was 3.86%. This was made up of a growth return of 3.86% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Busines Super - Colonial Wholesale Diversified’s one-year total return is 15.15%. This was made up of a growth return of 15.15% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Busines Super - Colonial Wholesale Diversified’s one-year total return is 8.38%. This was made up of a growth return of 8.38% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

The asset allocation of the BT Busines Super - Colonial Wholesale Diversified managed fund is :

The Responsible Entity for the BT Busines Super - Colonial Wholesale Diversified managed fund is Westpac Securities Administration Ltd.

The BT Busines Super - Colonial Wholesale Diversified managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Apr 2023, the size of the BT Busines Super - Colonial Wholesale Diversified managed fund was $0 million.

The BT Busines Super - Colonial Wholesale Diversified managed fund has an inception date of 1 May 2000.

The current entry price of the BT Busines Super - Colonial Wholesale Diversified managed fund is $2.2325 per unit and the current exit price is $2.2236 per unit (as at 31 Jan 2020).

The current exit price of the BT Busines Super - Colonial Wholesale Diversified managed fund is $2.2236 per unit and the current entry price is $2.2325 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Busines Super - Colonial Wholesale Diversified managed fund is $500. Minimum additional investment is $0.