Bloomberg the Company & Products

Bloomberg Anywhere Login


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

  • Fund Type: Unit Trust
  • Objective: Global Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: Global

BT Wholesale Active Balanced Fund

+ Add to Watchlist


1.86 AUD 0.000.00%

As of 00:59:30 ET on 05/21/2015.

Snapshot for BT Wholesale Active Balanced Fund (ROTHBWS)

Year To Date: +5.58% 3-Month: -0.26% 3-Year: +13.13% 52-Week Range: 1.64 - 1.92
1-Month: -2.21% 1-Year: +11.90% 5-Year: +9.14% Beta vs AS51: 0.63

Mutual Fund Chart for ROTHBWS

No chart data available.
  • ROTHBWS:AU 1.86
  • 1M
  • 1Y
Interactive ROTHBWS Chart

Previous Close

No chart data available.
Interactive Chart
  • 1W
  • 1M
  • YTD
  • 1Y
  • 3Y
  • 5Y
Recently Viewed Symbols
Save as Watchlist
Saving as watchlist...

Fund Profile & Information for ROTHBWS

BT Wholesale Active Balanced Fund is a unit trust incorporated in Australia. The Fund's objective is to deliver over the long-term a return higher than the average achieved by its composite benchmark. The Fund invests in a diversified portfolio of Australian and international equities, fixed interest, listed property trusts, cash and alternative investments.

Inception Date: 10-19-1989 Telephone: Tel: 61-2-9220-2000
Managers: -
Web Site:

Fundamentals for ROTHBWS

NAV (on 2015-05-21) 1.86
Assets (M) (on 2015-04-30) 587.40
Fund Leveraged N
Minimum Investment 5,000.00
Minimum Subsequent Investment 0.00

Dividends for ROTHBWS

Dividend Type Income
Dividend Frequency Semi-Anl
Last Dividend Net (on 2015-01-02) 0.02
Dividend Yield (ttm) 0.81

Fees & Expenses for ROTHBWS

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.97
Redemption Fee 0.00
12b1 Fee -
Expense Ratio 0.98

Top Fund Holdings for ROTHBWS

Holding Data Unavailable.

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

Sponsored Link
Sponsored Links
sec ||= nil