BT Wholesale Multi-manager Conservative
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||BT Wholesale Multi-manager Conservative
||BT Wholesale Funds (show all funds)
||Global (inc Australia)
||Balanced / Blended / Diversified
||AllianceBernstein; AQR; BlackRock; BT Financial; Challenger; GMO; Grosvenor; MFS; Perennial; Principal Global; Schroders Investment Management; State Street
||The fund aims to provide an overall return
(before the deduction of fees, charges and tax)
that exceeds the return from its benchmark when
measured over three years or more. It invests in a high
mix of defensive assets (fixed interest and cash)
with a limited exposure to growth assets (shares,
property and alternative strategies) through a number
of specialist investment managers.
||The Multi-Manager funds allow you to select a single
investment option that diversifies across asset classes,
investment managers and investment management
styles. This diversification helps reduce overall risk and
aims to improve consistency of returns by minimising the
impact on overall performance resulting from any one
style, asset class or manager.
* Statistics exclude both first and current (incomplete) financial year
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* Statistics exclude both first and current (incomplete) quarter
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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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