#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
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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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