BT Wrap Essentials - Ironbark GTP Global Equity Thematic - Managed Fund (Closed)

The objective of the BT Wrap Essentials - Ironbark GTP Global Equity Thematic managed fund is The option seeks to outperform the MSCI All Country World Index in AUD; before fees and taxes; over rolling five-year periods.

The strategy of the BT Wrap Essentials - Ironbark GTP Global Equity Thematic managed fund is This option invests in a concentrated portfolio of leading global companies across sectors and regions; selected for their ability to compound excess economic returns over time. Using a fundamental; bottom-up; research-intensive approach; it focuses on high-quality businesses with strong market positions; superior customer outcomes; and high return on invested capital (ROIC). The Investment Manager seeks to acquire these companies at discounts to their intrinsic value to maximise shareholder returns.

The APIR code of the BT Wrap Essentials - Ironbark GTP Global Equity Thematic managed fund is WFS0414AU.

BT Wrap Essentials - Ironbark GTP Global Equity Thematic’s total return last month was -0.76%. This was made up of a growth return of -0.76% and an income return of 0%. These returns were calculated as at 31 Jan 2022.

BT Wrap Essentials - Ironbark GTP Global Equity Thematic’s total return for the last three months was 5.21%. This was made up of a growth return of 5.21% and an income return of 0%%. These returns were calculated as at 31 Jan 2022.

BT Wrap Essentials - Ironbark GTP Global Equity Thematic’s one-year total return is 32.59%. This was made up of a growth return of 15.11% and an income return of 17.48%. These returns were calculated as at 31 Jan 2022.

BT Wrap Essentials - Ironbark GTP Global Equity Thematic’s one-year total return is 18.92%. This was made up of a growth return of 1.95% and an income return of 16.97%. These returns were calculated as at 31 Jan 2022.

The asset allocation of the BT Wrap Essentials - Ironbark GTP Global Equity Thematic managed fund is :

The Responsible Entity for the BT Wrap Essentials - Ironbark GTP Global Equity Thematic managed fund is Westpac Financial Services Limited.

The BT Wrap Essentials - Ironbark GTP Global Equity Thematic managed fund belongs to the Equity World Large Blend sector/asset class.

As at 30 Apr 2023, the size of the BT Wrap Essentials - Ironbark GTP Global Equity Thematic managed fund was $0 million.

The BT Wrap Essentials - Ironbark GTP Global Equity Thematic managed fund has an inception date of 2 Jun 2008.

The current entry price of the BT Wrap Essentials - Ironbark GTP Global Equity Thematic managed fund is $0.5278 per unit and the current exit price is $0.5256 per unit (as at 21 Feb 2022).

The current exit price of the BT Wrap Essentials - Ironbark GTP Global Equity Thematic managed fund is $0.5256 per unit and the current entry price is $0.5278 per unit (as at 21 Feb 2022).

The minimum initial investment amount for the BT Wrap Essentials - Ironbark GTP Global Equity Thematic managed fund is $0. Minimum additional investment is $0.