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BT Wholesale Ethical Share Fund

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ROTHEST:AU
1.7091
AUD
0.0005
0.03%
As of 00:59:30 ET on 07/28/2015.
Fund Type
Unit Trust
52Wk Range
1.4773 - 1.7938
1 Yr Return
10.96%
YTD Return
8.67%
Previous Close
1.71
52Wk Range
1.48 - 1.79
1 Yr Return
10.96%
YTD Return
8.67%
Fund Type
-
Objective
-
Asset Class Focus
-
Geographic Focus
-
NAV (on 07/28/2015)
1.7091
Total Assets (m AUD) (on 06/30/2015)
213.323
Inception Date
04/23/2001
Last Dividend (on 07/01/2015)
0.01194316
Dividend Indicated Gross Yield
2.80%
Fund Managers
CRISPIN MURRAY / RAJINDER SINGH
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
0.95%
Expense Ratio
0.95%
Top Fund Holdings
Name Position Value % of Fund
Westpac Banking Corp 616.14 k 19.81 m 9.30
Telstra Corp Ltd 3.05 m 18.74 m 8.80
Australia & New Zealand Bankin 515.96 k 16.61 m 7.80
Commonwealth Bank of Australia 177.65 k 15.12 m 7.10
Macquarie Group Ltd 125.60 k 10.22 m 4.80
BHP Billiton Ltd 322.85 k 8.73 m 4.10
Qantas Airways Ltd 2.70 m 8.52 m 4.00
National Australia Bank Ltd 223.81 k 7.46 m 3.50
CSL Ltd 83.75 k 7.24 m 3.40
Asciano Ltd 1.06 m 7.03 m 3.30
Profile
BT Wholesale Ethical Share Fund is a unit trust incorporated in Australia. The objective of the Fund is to outperform the S&P/ASX 300 Accumulation Index. The Fund invests in the equity securities of Australian companies believed to be trading at a significant discount to their intrinsic value and actively seeks out companies which demonstrate superior environmental and social practices.
ADDRESS
BT Investment Management Ltd
Level 14, The Chifley Tower
2 Chifley Square
Sydney NSW 2000
Australia
PHONE
Tel: 61-2-9220-2000