BT Active Income Fund
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||BT Active Income Fund
||BT Wholesale Funds (show all funds)
||Fixed Interest / Income
||The Fund aims to provide a return (before fees, costs and
taxes) that exceeds the RBA Cash Rate over rolling 3-
year periods while allowing for some capital growth to
reduce the impact of inflation. The suggested investment
timeframe is three years or more.
||The principal focus of the Fund is to generate an income
return with moderate growth while preserving the
purchasing power of the investors’ capital.
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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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