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BT Wholesale Global Property Securities Fund

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Fund Name: BT Wholesale Global Property Securities Fund
Fund Manager: BT Wholesale Funds (show all funds)
Region: Global (ex Australia)
Sector: Property (Listed and/or Unlisted)
Fund Type: Wholesale Fund
Investment Managers: AEW
Investment Objective: The Fund aims to provide current income with appreciation potential through a diversifiedportfolio of global property securities.
Investment Strategy: AEW’s rigorous investment disciplines are designed to identify property securities whose shares they believe represent the greatest relative value and price appreciation potential,as well as lower downside risk. Top down economic analysis and forecasting is provided by AEW Research. Bottom-up fundamental security analysis is conducted by the portfolio management teamutilising quantitative and qualitative research, including an extensive program of company visitsand incorporating insights from AEW’s direct property team.
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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