- Fund Type: Unit Trust
- Objective: Growth-Small Cap
- Asset Class: Equity
- Geographic Focus: Australia
BT Investment Funds - Smaller Companies Fund
+ Add to WatchlistROTHSMC:AU
1.98 AUD 0.02 0.80%As of 00:59:30 ET on 05/21/2013.
Snapshot for BT Investment Funds - Smaller Companies Fund (ROTHSMC)
| Year To Date: | +8.16% | 3-Month: | +0.77% | 3-Year: | +13.34% | 52-Week Range: | 1.58 - 2.06 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +1.28% | 1-Year: | +23.08% | 5-Year: | +3.99% | Beta vs ASA38: | 0.85 |
Fund Profile & Information for ROTHSMC
BT Investment Funds - BT Smaller Companies Fund is a unit trust incorporated in Australia. The Fund aims to provide a return (before fees and taxes) that exceed the S&P/ASX Small Ordinaries Acc Index. The Fund invests in smaller companies that are believed to be trading below their assessed valuation that are expected to grow their profits quickly.
| Inception Date: | 08-10-1987 | Telephone: | 132-135 |
|---|---|---|---|
| Managers: | - | ||
| Web Site: | www.bt.com.au | ||
Fundamentals for ROTHSMC
| NAV | (on 2013-05-21) 1.98 |
|---|---|
| Assets (M) | (on 2013-03-29) 236.46 |
| Fund Leveraged | N |
| Minimum Investment | 5,000.00 |
| Minimum Subsequent Investment | 0.00 |
Dividends for ROTHSMC
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Semi-Anl |
| Last Dividend Net | (on 2013-01-02) 0.02 |
| Dividend Yield (ttm) | 2.26 |
Fees & Expenses for ROTHSMC
| Front Load | 4.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 2.03 |
| Redemption Fee | 0.00 |
| 12b1 Fee | - |
| Expense Ratio | 1.80 |
Top Fund Holdings for ROTHSMC
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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