BT Super Pendal Core Australian Shares Spr & TTR2 - Managed Fund (Closed)

The objective of the BT Super Pendal Core Australian Shares Spr & TTR2 managed fund is Aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 Accumulation Index over the medium to long term.

The strategy of the BT Super Pendal Core Australian Shares Spr & TTR2 managed fund is Invests in Australian shares based on Pendal's core investment style, and aims to add value through active stock selection and fundamental company research. Pendal's core investment style is to select stocks based on its assessment of their long term worth and ability to outperform the market, without being restricted by a growth or value bias. Pendal's fundamental company research focuses on valuation, franchise, management quality and risk factors (both financial and non-financial risk).

The APIR code of the BT Super Pendal Core Australian Shares Spr & TTR2 managed fund is BTA8782AU.

BT Super Pendal Core Australian Shares Spr & TTR2’s total return last month was 0.49%. This was made up of a growth return of 0.49% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Pendal Core Australian Shares Spr & TTR2’s total return for the last three months was 4.19%. This was made up of a growth return of 4.19% and an income return of 0%%. These returns were calculated as at 31 Mar 2023.

BT Super Pendal Core Australian Shares Spr & TTR2’s one-year total return is 0.85%. This was made up of a growth return of 0.85% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

BT Super Pendal Core Australian Shares Spr & TTR2’s one-year total return is 16.42%. This was made up of a growth return of 16.42% and an income return of 0%. These returns were calculated as at 31 Mar 2023.

The asset allocation of the BT Super Pendal Core Australian Shares Spr & TTR2 managed fund is :

The Responsible Entity for the BT Super Pendal Core Australian Shares Spr & TTR2 managed fund is BT Funds Management Ltd.

The BT Super Pendal Core Australian Shares Spr & TTR2 managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Mar 2023, the size of the BT Super Pendal Core Australian Shares Spr & TTR2 managed fund was $525.29 million.

The BT Super Pendal Core Australian Shares Spr & TTR2 managed fund has an inception date of 23 Jul 2018.

The current entry price of the BT Super Pendal Core Australian Shares Spr & TTR2 managed fund is $1.3803 per unit and the current exit price is $1.3734 per unit (as at 31 Mar 2023).

The current exit price of the BT Super Pendal Core Australian Shares Spr & TTR2 managed fund is $1.3734 per unit and the current entry price is $1.3803 per unit (as at 31 Mar 2023).

The minimum initial investment amount for the BT Super Pendal Core Australian Shares Spr & TTR2 managed fund is $0.