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  #1  
June 17th, 2016, 02:03 PM
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BT Wholesale Midcap Fund

Hello, I want to know the details of the BT Wholesale Midcap Fund, will you please provide me?
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  #2  
June 17th, 2016, 02:06 PM
Super Moderator
 
Join Date: Mar 2012
Re: BT Wholesale Midcap Fund

Hello, here I m providing you the details of the BT Wholesale Midcap Fund as under:

Significant Features:
The BT Wholesale MidCap Fund is an actively managed portfolio of Australian mid cap shares.

Fund Objective:
The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 150 ex 50 Accumulation Index over the medium to long term.

Minimum investment:
$25,000

Distribution Frequency:
Quarterly

Distribution (cpu):

0.5000

Management Costs:
0.90% pa plus performance fee

Buy Sell spread:
0.50% (0.25%/0.25%)

Risk Level:
Medium to high

Risks:
An investment fund is subject to a number of risks. For a detailed description of these risks please refer to the PDS.

APIR code:

BTA0313AU

Team member:
Andrew Waddington
Portfolio Manager


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