The BT Wholesale MidCap Fund (Fund) is an actively managed portfolio of approximately 40 – 60 stocks in the MidCap universe.

Investors benefit from the stock selection experience of the BTIM Australian Equities team, gaining access to a diversified portfolio of BTIM’s best stock ideas in this part of the market capitalisation spectrum.


Fund objective

The Fund aims to provide a return (before fees, costs and taxes) that exceeds
the BT MidCap Customised Index over the medium to long term.

The suggested investment timeframe is five years or more.

Asset allocation (as at 31 May 2015 )

Energy 4.4%

Materials 17.5%

Industrials 11.5%

Consumer Discretionary 21.4%

Consumer Staples 1.9%

Health Care 7.9%

Information Technology 1.5%

Telecommunication Services 1.8%

Financials ex Property Trusts 15.5%

Property Trusts 3.6%

Cash & other 13.0%


Top 10 holdings (as at 31 May 2015 )

Qantas Airways Limited 6.8%

Resmed Inc 3.6%

Bank of Queensland Limited 3.1%

Henderson Group PLC 3.0 %

Tattersalls Limited 2.9%

Aristocrat Leisure Limited 2.7%

Duluxgroup Limited 2.7%

Nine Entertainment Co Ltd 2.7%

Bendigo & Adelaide Bank Limited 2.6%

Genworth Mort Ins Aust LTD 2.5%


BT Wholesale MidCap Fund (Fund)