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Westpac Foundation Plan - Balanced Growth Fund

WPACBAG:AU
2.0750
AUD
0.0073
0.35%
As of 12:59 AM EDT 6/21/2017
Fund Type
Unit Trust
52Wk Range
1.9392 - 2.0913
1 Yr Return
7.00%
YTD Return
2.07%
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Previous Close
2.0823
52Wk Range
1.9392 - 2.0913
1 Yr Return
5.50%
YTD Return
2.07%
Fund Type
Unit Trust
Objective
Global Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 06/21/2017)
2.075
Total Assets (m AUD) (on 05/31/2017)
27.799
Inception Date
07/01/1997
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
-
Front Load Fee
3.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
1.66%
Expense Ratio
1.66%
Profile
Westpac Foundation Plan - Balanced Growth Fund is a unit trust incorporated in Australia. The objective of the Fund is to provide a high level of capital growth over the long term. The Fund invests directly or indirectly through collective investments in assets with high growth potential such as Australian and international shares and property.
Address
BT Investment Management Ltd
Level 14, The Chifley Tower
2 Chifley Square
Sydney NSW 2000
Australia
Phone
Tel: 61-2-9220-2000