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BT Global Property Retail

Fund manager Westpac Financial Services Limited
APIR code WFS0387AU
S&P Rating starstarstarstar
Morningstar Rating™ QuestionMark starstarstarstar
Platform name N/A
Product Disclosure Statement
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Fund Facts
Legal structure Investment Trusts
Fund inception date 15 Dec 2004
Fund objective To provide a return (before fees and taxes) that exceeds the return from its benchmark when measured over the recommended investment timeframe.
Fund strategy Invests in listed property securities in North American, European and Asian (ex-Australia) markets. The investments will generally be in publicly traded real estate investment trusts (REITs) and real estate related securities, including securities of companies whose principal activities include development, ownership, construction, management or sale of real estate.
Fund size $35.64 million (as at 31 Dec 2011 )
Entry price $0.6363 (as at 06 Feb 2012)
Exit price $0.6347 (as at 06 Feb 2012)
Valuation frequency Daily
Cash distribution (cents/unit) 0.0000
Distribution as at date 31 Dec 2011
Fund Performance (as at 31/01/2012)
* returns greater than 1 year are annualised
1 month 3 months 1 year 3 yrs pa* 5 yrs pa* Since inception pa*
Total return 5.55% 3.98% 4.48% 25.37% -5.47% 3.99%
Growth return 5.55% 3.98% -14.57% 17.23% -15.22% -6.44%
Income return 0.00% 0.00% 17.88% 5.64% 9.06% 9.23%
Peer group rank/group size 46 (66) 40 (65) 12 (63) 6 (54) 10 (38) N/A
Morningstar peer group return 6.06% 4.25% 1.14% 19.51% -7.98% N/A
Market return 6.17% 4.86% 5.79% 27.17% -5.11% 6.17%
Asset Allocation (as at 30/11/2011)
Class
% held
Australian Shares
0.00%
International Shares
0.00%
Cash
15.77%
Listed Property
84.23%
Direct Property
0.00%
Australian Fixed Interest
0.00%
International Fixed Interest
0.00%
Mortgage
0.00%
Other
0.00%
Total
100.00%
Top 10 Holdings
Holding
% held
No top 10 holdings information is available for this fund.
Investment Details
Initial investment $5000.00
Additional investment $0.00
Redemption amount $0.00
Regular savings plan Yes
Standard entry fee N/A
2020 entry fee 0.00%
Standard exit fee 0.00%
2020 exit fee 0.00%
ICR pa (30/06/2011) 1.85%
Performance fee 0.00%
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Fee Disclosure
2020 DIRECTINVEST may receive a trailing commission ranging from 0.2% - 0.6% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.

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