BT Wholesale Cash Plus Fund
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||BT Wholesale Cash Plus Fund
||BT Wholesale Funds (show all funds)
||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
||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
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
* 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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