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BT Wholesale Fixed Interest

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Fund Name: BT Wholesale Fixed Interest
Fund Manager: BT Wholesale Funds (show all funds)
Region: Australia
Sector: Fixed Interest / Income
Fund Type: Wholesale Fund
Investment Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the UBSAComposite Bond Index over the medium term. The return is expected to be comprised primarilyof income. The suggested investment timeframe is three years or more.
Investment Strategy: The management of risk is central to the investment philosophy. BTís fixed interest team uses adisciplined and transparent process covering insightful proprietary research and fundamentalanalysis performed by a highly experienced team. The investment process involves a broad analysis of medium-term macroeconomic fundamentals and uses multiple sources of value that are non-correlated. Options are used extensively to manage risk. Multiple sources include traditional and relative value strategiescovering: 􀃆 Duration and yield curve positioning relative to benchmark (via a combination of strategic and tactical positions) 􀃆 Sector allocation relative to benchmark 􀃆 Security selection
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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