BT Enhanced Sustainability Australian Share Fund
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||BT Enhanced Sustainability Australian Share Fund
||BT Wholesale Funds (show all funds)
||S&P/ASX 300 Accumulation Index
||Closed to new investors
||The Fund aims to maximise the portfolio’s focus on
sustainability while providing a return comparable to
the S&P/ASX 300 Accumulation Index over the
medium to long term.
||Investors gain exposure to high sustainability rated
companies while broadly following returns of the
Index. The stock selection process uses
sustainability ratings from Regnan which employs a
best of sector approach – assessing and ranking
stocks according to a range of sustainability criteria.
Stocks with poor sustainability ratings may only be
included in the portfolio in the case of a
demonstrated need to manage investment risk.
The portfolio is then constructed by blending the
highly rated stocks while minimising unintended
sector or style biases. This ensures that the Fund
has a high sustainability exposure in a disciplined,
risk controlled framework.
* 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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