• 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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WICSASN:AU

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

Year To Date: - 3-Month: +0.82% 3-Year: +7.78% 52-Week Range: 0.79 - 0.88
1-Month: -0.20% 1-Year: +7.67% 5-Year: +9.38% Beta vs AS51: 0.96

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  • WICSASN:AU 0.86
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Fund Profile & Information for WICSASN

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: 05-20-2002 Telephone: 132-135
Managers: RAJINDER SINGH
Web Site: www.bt.com.au

Fundamentals for WICSASN

NAV -
Assets (M) (on 2014-06-30) 2.48
Fund Leveraged N
Minimum Investment 5,000.00
Minimum Subsequent Investment 0.00

Dividends for WICSASN

Dividend Type Income
Dividend Frequency Semi-Anl
Last Dividend Net (on 2014-01-02) 0.01
Dividend Yield (ttm) -

Fees & Expenses for WICSASN

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 2.50
Redemption Fee 0.00
12b1 Fee -
Expense Ratio 0.10

Top Fund Holdings for WICSASN

Filing Date: 03/31/2014
Name Position Value % of Total
Commonwealth Bank of Australia 3,553 275,210 9.500%
BHP Billiton Ltd 6,990 254,931 8.800%
Westpac Banking Corp 6,882 231,756 8.000%
Telstra Corp Ltd 41,059 208,580 7.200%
Australia & New Zealand Bankin 6,108 196,992 6.800%
National Australia Bank Ltd 4,794 165,126 5.700%
Wesfarmers Ltd 2,813 115,878 4.000%
Amcor Ltd/Australia 9,479 98,496 3.400%
Oil Search Ltd 11,300 95,599 3.300%
Macquarie Group Ltd 1,644 92,702 3.200%

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

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