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BT Wholesale Ethical Conservative

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Fund Name: BT Wholesale Ethical Conservative
Fund Manager: BT Wholesale Funds (show all funds)
Region: Australia
Sector: Balanced / Blended / Diversified
Fund Type: Wholesale Fund
Investment Objective: The Fund aims to provide a real return over inflation over the medium term to meet the objectives of conservative investors including tax exempt entities whilst excluding companies, which do not meet the Fundís ethical guidelines.
Investment Strategy: The Fund is a diversified portfolio that invests principally in government and semi-government fixed interest securities, cash and a limited amount of Australian shares. For Australian shares, the Fund will not invest in companies which: > directly mine uranium for the purpose of weapons manufacture > produce alcohol or tobacco > manufacture or provide gaming facilities > manufacture weapons and armaments, or > have been subject to environmental and/or human rights prosecutions. We may invest in companies which mine or use uranium primarily in relation to power generation1. We actively seek out companies which demonstrate superior environmental and social practices and offer sustainable products and services.
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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