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BT APN Property for Income

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Fund Name: BT APN Property for Income
APIR: WFS0088AU
Fund Manager: BT Investment Funds (show all funds)
Region: Australia
Sector: Property (Listed and/or Unlisted)
Benchmark Index: S&P/ASX 200 Property Trusts
Fund Type: Retail Fund
Investment Managers: APN
Investment Objective: The fund aims to provide a gross annual income yield that equates to at least 110% of the average yield of the S&P/ASX 200 Property Trust Dividend Yield series and to provide a high and consistent level of distributed income combined with potential for ongoing capital growth.
Investment Strategy: Exposure to a spread of Australian income earning property based assets, including investment in listed property trusts, property syndicates, securitised mortgages and mortgage trusts. The option does not invest in direct property. The investment manager continually reviews and, if appropriate, reweights the investment within its asset allocation parameters with the object of optimising distributable income.
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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