• Fund Type: Unit Trust
  • Objective: Blend Broad Market
  • Asset Class: Equity
  • Geographic Focus: Australia

BT Investor Choice Funds - Westpac Sustainability Fund - Australian Shares

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WICSASE:AU

1.06 AUD 0.01 0.73%

As of 00:59:30 ET on 04/16/2014.

Snapshot for BT Investor Choice Funds - Westpac Sustainability Fund - Australian Shares (WICSASE)

Year To Date: +1.71% 3-Month: +2.97% 3-Year: +7.02% 52-Week Range: 0.91 - 1.07
1-Month: +1.98% 1-Year: +13.71% 5-Year: +10.05% Beta vs AS51: 0.96

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  • WICSASE:AU 1.06
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Fund Profile & Information for WICSASE

BT Investor Choice Funds - Westpac Sustainability Funds - Australian Shares is a unit trust incorporated in Australia. The objective of the Fund is to provide capital growth plus some income over the long-term with a strong focus on sustainability. The Fund invests in shares of Australian companies that demonstrate best-of-sector sustainability performance.

Inception Date: 10-03-2001 Telephone: 132-135
Managers: RAJINDER SINGH
Web Site: www.bt.com.au

Fundamentals for WICSASE

NAV (on 2014-04-16) 1.06
Assets (M) (on 2014-03-31) 2.90
Fund Leveraged N
Minimum Investment 2,000.00
Minimum Subsequent Investment 1,000.00

Dividends for WICSASE

Dividend Type Income
Dividend Frequency Semi-Anl
Last Dividend Net (on 2014-01-02) 0.02
Dividend Yield (ttm) 1.73

Fees & Expenses for WICSASE

Front Load 5.00
Back Load 0.00
Current Mgmt Fee 2.14
Redemption Fee 0.00
12b1 Fee -
Expense Ratio 2.10

Top Fund Holdings for WICSASE

Filing Date: 12/31/2013
Name Position Value % of Total
BHP Billiton Ltd 7,922 300,980 10.100%
Commonwealth Bank of Australia 3,562 277,140 9.300%
Telstra Corp Ltd 43,706 229,460 7.700%
Westpac Banking Corp 6,810 220,520 7.400%
Australia & New Zealand Bankin 5,917 190,720 6.400%
National Australia Bank Ltd 5,047 175,820 5.900%
Wesfarmers Ltd 3,383 149,000 5.000%
Rio Tinto Ltd 1,704 116,220 3.900%
Amcor Ltd/Australia 9,886 104,300 3.500%
Oil Search Ltd 12,125 98,340 3.300%

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

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