BT Wholesale Active Balanced Fund

APIR code: RFA0815AUSignificant features: The BT Wholesale Active Balanced Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments. The Fund has a higher weighting towards growth assets than defensive assets.

Fund objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the Fund’s benchmark over the medium to long term.

Quarterly fact sheet June 14 [75KB]

Historical fact sheets

Annual report [320KB]

BTIM Asset allocation neutral positions for diversified funds

Benchmark

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