• Fund Type: Unit Trust
  • Objective: Foreign Blend
  • Asset Class: Equity
  • Geographic Focus: Global

BT Wholesale Future Goals Fund

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BTWFUTG:AU

1.14 AUD -0.00-0.35%

As of 00:59:30 ET on 09/17/2014.

Snapshot for BT Wholesale Future Goals Fund (BTWFUTG)

Year To Date: +4.35% 3-Month: +2.32% 3-Year: +13.51% 52-Week Range: 1.06 - 1.16
1-Month: +0.56% 1-Year: +9.16% 5-Year: +7.47% Beta vs AS51: 0.71

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  • BTWFUTG:AU 1.14
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Fund Profile & Information for BTWFUTG

BT Wholesale Future Goals Fund is an unit trust incorporated in Australia. The objective of the Fund is to provide a total return higher than the return from its composite benchmark over the long term. The Fund invests in a high proportion of growth assets, (equities and property securities) with some exposure to defensive assets (fixed interest and cash).

Inception Date: 05-28-1999 Telephone: 132-135
Managers: -
Web Site: www.btim.com.au

Fundamentals for BTWFUTG

NAV (on 2014-09-17) 1.14
Assets (M) (on 2014-08-29) 6.12
Fund Leveraged N
Minimum Investment 25,000.00
Minimum Subsequent Investment 1,000.00

Dividends for BTWFUTG

Dividend Type Income
Dividend Frequency Quarter
Last Dividend Net (on 2014-07-01) 0.02
Dividend Yield (ttm) 3.28

Fees & Expenses for BTWFUTG

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.95
Redemption Fee 0.00
12b1 Fee -
Expense Ratio 0.98

Top Fund Holdings for BTWFUTG

Holding Data Unavailable.

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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