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BT Wholesale Japanese Share

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Fund Name: BT Wholesale Japanese Share
Fund Manager: BT Wholesale Funds (show all funds)
Region: Japan
Sector: General Equities
Benchmark Index: MSCI Japan Index
Fund Type: Wholesale Fund
Investment Managers: MFS
Investment Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the MSCI Japan Index, unhedged, (with net dividends reinvested) in AUD over the medium to long term. The suggested investment timeframe is five years or more.
Investment Strategy: MFS International believes that active management and bottom-up fundamental research are the best means of achieving consistent above-benchmark returns within agreed-upon objectives and appropriate risk limits. The firm relies on security selection to add valueas itbelieves that a company’s fundamentals, rather thanbroader economic factors, are the primary driver of returns over the long term.
Margin Lenders:

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.

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