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BT Active Balanced Fund - Nil Entry Fee

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Fund Name: BT Active Balanced Fund - Nil Entry Fee
APIR: RFA0021AU
Fund Manager: BT Classic Investment Funds (show all funds)
Region: Global (inc Australia)
Sector: Balanced / Blended / Diversified
Fund Type: Retail Fund
Fund Status: Closed to new investors
Investment Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the Funds benchmark over the medium to long term.
Investment Strategy: The Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments. The Fund has a higher weighting towards growth assets than defensive assets.
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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