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BT Wholesale Partner Australian Shares Growth 1
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/101784-2022-03-09-17:13.pdf |
FUND MANAGER | Platypus Asset Management |
ASX Code | |
APIR | BTA0242AU |
ASSET CLASS | AUSTRALIAN EQUITIES |
INVESTMENT STYLE | The Fund invests in Australian shares with a growth investment style. |
INVESTMENT PROFILE | The Fund aims to provide a return (before fees and taxes) that exceeds the Benchmark over the medium to long term. |
CURRENCY MANAGEMENT | Unhedged |
INCEPTION DATE | 06-11-2002 |
BENCHMARK | S&P/ASX 300 Accumulation Index |
FUND SIZE | S&P/ASX 300 Accumulation Index |
DISTRIBUTION FREQUENCY | Quarterly |
NO. OF HOLDINGS | |
FEES | 0.89% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of investing in the BT Wholesale Partner Australian Shares Growth 1The key benefits of the Fund are as follows:
Risk levelHigh Investor suitabilityThe Fund is suitable for investors seeking exposure to Australian shares through a growth style investment manager who have a high tolerance for risk. |
RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
Title | |
Detail |
Key Features
About the FundThe Fund is an actively managed portfolio of Australian shares. The shares are managed by Platypus. Investment objectiveTo provide a return (before fees and taxes) that exceeds the S&P/ASX 300 Accumulation Index over the medium to long term. |
Mandate
How we invest your moneyThe Fund is actively managed and invests primarily in Australian shares, managed with a growth style of investing. |