BT Super Fidelity Australian Shares 2 - Managed Fund (Closed)

The objective of the BT Super Fidelity Australian Shares 2 managed fund is Aims to achieve returns in excess of the S&P/ASX 200 Accumulation Index over the suggested minimum investment time period of five to seven years.

The strategy of the BT Super Fidelity Australian Shares 2 managed fund is Invests in a diversified selection of around 30 to 50 Australian companies. Fidelity believes that markets are semi-efficient and share prices don't always reflect inherent value. Through in-house, bottom-up company research, Fidelity aims to uncover the opportunities that it believes offer the greatest scope for outperformance. Based on this research approach, Fidelity seeks out stocks that it believes are undervalued and likely to generate growth.

The APIR code of the BT Super Fidelity Australian Shares 2 managed fund is BTA5087AU.

BT Super Fidelity Australian Shares 2’s total return last month was -0.39%. This was made up of a growth return of -0.39% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Fidelity Australian Shares 2’s total return for the last three months was 3.19%. This was made up of a growth return of 3.19% and an income return of 0%%. These returns were calculated as at 31 Mar 2023.

BT Super Fidelity Australian Shares 2’s one-year total return is -0.01%. This was made up of a growth return of -0.01% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Fidelity Australian Shares 2’s one-year total return is 18.93%. This was made up of a growth return of 18.93% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

The asset allocation of the BT Super Fidelity Australian Shares 2 managed fund is :

The Responsible Entity for the BT Super Fidelity Australian Shares 2 managed fund is BT Funds Management Ltd.

The BT Super Fidelity Australian Shares 2 managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Mar 2023, the size of the BT Super Fidelity Australian Shares 2 managed fund was $7.92 million.

The BT Super Fidelity Australian Shares 2 managed fund has an inception date of 30 Apr 2019.

The current entry price of the BT Super Fidelity Australian Shares 2 managed fund is $1.4527 per unit and the current exit price is $1.4484 per unit (as at 31 Mar 2023).

The current exit price of the BT Super Fidelity Australian Shares 2 managed fund is $1.4484 per unit and the current entry price is $1.4527 per unit (as at 31 Mar 2023).

The minimum initial investment amount for the BT Super Fidelity Australian Shares 2 managed fund is $0.