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

BT Wholesale Future Goals Fund

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1.29 AUD 0.01 1.05%

As of 00:59:30 ET on 03/26/2015.

Snapshot for BT Wholesale Future Goals Fund (BTWFUTG)

Year To Date: +9.09% 3-Month: +8.99% 3-Year: +16.54% 52-Week Range: 1.10 - 1.32
1-Month: +1.23% 1-Year: +21.73% 5-Year: +9.85% Beta vs AS51: 0.72

Mutual Fund Chart for BTWFUTG

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  • BTWFUTG:AU 1.29
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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:

Fundamentals for BTWFUTG

NAV (on 2015-03-26) 1.29
Assets (M) (on 2015-02-27) 6.88
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 2015-01-02) 0.01
Dividend Yield (ttm) 3.00

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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