BT Wrap Essentials - Ausbil Australian Active Equity - Managed Fund (Closed)

The objective of the BT Wrap Essentials - Ausbil Australian Active Equity managed fund is The aim of the Fund is to outperform the S&P/ASX 300 Accumulation Index over the medium to long term with moderate tax effective income. The Fund invests in a portfolio of listed Australian equities that are generally chosen from the S&P/ASX 300 Index.

The strategy of the BT Wrap Essentials - Ausbil Australian Active Equity managed fund is The Manager seeks to identify earnings and earnings revisions at an early stage, and hence to pre-empt stock price movements. The manager also seeks to position the portfolio towards those sectors and stocks which it believes will experience positive earnings revisions and away from those it believes will suffer negative returns. At any time, the portfolio will be tilted toward stocks which afford the most compelling opportunities for appreciation over the coming 12 months.

The APIR code of the BT Wrap Essentials - Ausbil Australian Active Equity managed fund is WFS0421AU.

BT Wrap Essentials - Ausbil Australian Active Equity’s total return last month was -6.35%. This was made up of a growth return of -6.35% and an income return of 0%. These returns were calculated as at 31 Jan 2022.

BT Wrap Essentials - Ausbil Australian Active Equity’s total return for the last three months was -4.52%. This was made up of a growth return of -5.95% and an income return of 1.43%%. These returns were calculated as at 31 Jan 2022.

BT Wrap Essentials - Ausbil Australian Active Equity’s one-year total return is 14.87%. This was made up of a growth return of 4.8% and an income return of 10.07%. These returns were calculated as at 31 Jan 2022.

BT Wrap Essentials - Ausbil Australian Active Equity’s one-year total return is 13.16%. This was made up of a growth return of -1.18% and an income return of 14.34%. These returns were calculated as at 31 Jan 2022.

The asset allocation of the BT Wrap Essentials - Ausbil Australian Active Equity managed fund is :

The Responsible Entity for the BT Wrap Essentials - Ausbil Australian Active Equity managed fund is Westpac Financial Services Limited.

The BT Wrap Essentials - Ausbil Australian Active Equity managed fund belongs to the Equity Australia Large Growth sector/asset class.

As at 30 Apr 2023, the size of the BT Wrap Essentials - Ausbil Australian Active Equity managed fund was $0 million.

The BT Wrap Essentials - Ausbil Australian Active Equity managed fund has an inception date of 2 Nov 2009.

The current entry price of the BT Wrap Essentials - Ausbil Australian Active Equity managed fund is $0.781 per unit and the current exit price is $0.7778 per unit (as at 21 Feb 2022).

The current exit price of the BT Wrap Essentials - Ausbil Australian Active Equity managed fund is $0.7778 per unit and the current entry price is $0.781 per unit (as at 21 Feb 2022).

The minimum initial investment amount for the BT Wrap Essentials - Ausbil Australian Active Equity managed fund is $0. Minimum additional investment is $0.