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BT Wholesale MidCap Fund

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BTWHMCP:AU
1.4307
AUD
0.0335
2.29%
As of 12:59 AM EST on 2/9/2016.
Fund Type
Unit Trust
52Wk Range
1.3547 - 1.5820
1 Yr Return
0.84%
YTD Return
-6.48%
Previous Close
1.4642
52Wk Range
1.3547 - 1.5820
1 Yr Return
3.35%
YTD Return
-6.48%
Fund Type
Unit Trust
Objective
Blend Mid Cap
Asset Class Focus
Equity
Geographic Focus
Australia
NAV (on 02/09/2016)
1.4307
Total Assets (m AUD) (on 12/31/2015)
193.931
Inception Date
06/26/2008
Last Dividend (on 01/04/2016)
0.005
Dividend Indicated Gross Yield
1.40%
Fund Managers
CRISPIN MURRAY / ANDREW WADDINGTON
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
0.90%
Expense Ratio
-
Top Fund Holdings
Name Position Value % of Fund
Qantas Airways Ltd 3.70 m 15.13 m 7.80
ResMed Inc 1.17 m 8.73 m 4.50
Bank of Queensland Ltd 570.59 k 7.95 m 4.10
Metcash Ltd 4.20 m 6.79 m 3.50
Aristocrat Leisure Ltd 646.03 k 6.60 m 3.40
JB Hi-Fi Ltd 318.03 k 6.21 m 3.20
Tabcorp Holdings Ltd 1.19 m 5.63 m 2.90
Super Retail Group Ltd 459.07 k 5.24 m 2.70
DuluxGroup Ltd 787.67 k 5.24 m 2.70
Adelaide Brighton Ltd 1.10 m 5.24 m 2.70
Profile
BT Wholesale MidCap Fund is an unit trust incorporated in Australia. The Fund aim to provide a return exceeds the BT MidCap Customized Index over the medium to long term. The Fund invests in a portfolio of 40-60 Australian companies in the mid-cap universe which trade below their assessed valuation. The Fund may also invest in equivalent stocks listed on the New Zealand Stock Exchange.
ADDRESS
BT Investment Management Ltd
Level 14, The Chifley Tower
2 Chifley Square
Sydney NSW 2000
Australia
PHONE
Tel: 61-2-9220-2000