The Fund aims to provide a return (before fees, costs and taxes) that exceeds the BT MidCap Customised Index over the medium to long term. The suggested investment timeframe is five years or more.

Investment Strategy:

BTIM will be an active manager of mid caps employing a bottom up valuation process. The investment strategy will follow the same investment philosophy and process as is used in the stable of BTIM Australian equities funds. This will allow us to capitalise on our strengths, track record and investment style.

Margin Lenders:

Margin Lender	LVR	Website

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.