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BT Wholesale Cash Plus Fund

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Fund Name: BT Wholesale Cash Plus Fund
Fund Manager: BT Wholesale Funds (show all funds)
Region: Australia
Sector: Cash
Fund Type: Wholesale Fund
Investment Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the UBS Australia Bank Bill Index over a rolling 3 year period.
Investment Strategy: The Fund is actively managed and aims to take advantage of investment opportunities within the Australian and international debt markets. The Fund aims to maintain a stable return profile through limited exposure to interest rate movements and prudent credit management. The Fund invests in predominately investment grade domestic and international securities. These may include direct or indirect holdings of bank, government, corporate, fixed and floating rate securities as well as structured and securitised products. Derivatives such as futures, swaps and options can be used where appropriate. Any international currency and interest rate exposures will be hedged back to A$ short-term exposures. Sector and security selection, credit management and portfolio construction are expected to be the main contributors to performance.
Margin Lenders:
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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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