Fund Performance...
Fund Performance
How performance is calculated
Distribution History

Latest fund performance

Fund name

1 yr

3 yrs

5 yrs

10 yrs

% pa since
inception

BT Investment Funds 1 (pre-tax performance in $A) as at 31 May 2018
BT Cash Management Trust 0.96 1.14 1.40 2.55 6.44
BT Fixed Interest Fund 0.47 1.61 2.74 4.71 6.74
BT Property Securities Fund 3.82 6.37 9.65 4.42 7.41
BT Future Goals Fund 9.10 4.53 8.34 4.61 7.75
BT Income Plus Fund 3.32 2.33 4.83 4.09 6.46
BT Active Balanced Fund 9.69 4.21 7.81 4.87 6.20
BT Diversified Share Fund 10.46 5.42 10.22 5.60 6.69
BT Australian Share Fund 13.32 5.66 8.79 5.01 11.61
BT Imputation Fund 10.36 4.14 7.08 3.64 8.79
BT Smaller Companies Fund 28.96 11.85 12.16 7.64 11.45
BT International Fund 8.99 6.51 13.68 7.53 9.18
BT American Share Fund 10.38 8.88 15.48 9.48 9.49
BT Asian Share Fund -0.98 2.36 7.88 4.74 11.74
BT European Share Fund 3.41 3.95 10.62 5.03 10.50
BT Japanese Share Fund 11.60 7.53 14.09 5.41 -1.56
BT Technology Fund 26.34 21.35 25.41 14.21 0.69
BT Platinum International 13.16 6.92 12.54 9.31 8.21
BT Premium Cash Fund 1.59 1.77 2.03 3.17 4.18

Fund name

1 yr

3 yrs

5 yrs

10 yrs

% pa since
inception

BT Classic Investment Funds 1 (pre-tax performance in $A) as at 31 May 2018
BT Active Balanced Fund NEF 7.78 4.30 7.34 4.49 6.84
BT Asset Selection Fund 8.47 5.04 8.08 5.15 8.60
BT Balanced Returns Fund 6.19 3.41 6.44 4.11 7.21
BT Split Income Fund 3.13 2.89 4.77 4.45 8.26
BT Diversified Share Fund NEF 10.28 5.25 10.08 5.40 5.40
BT Split Growth Fund 9.42 6.25 11.91 7.06 10.84
BT International Share Fund 9.74 7.01 14.19 8.11 8.70
BT Core Australian Share Fund 12.96 5.39 8.55 4.75 12.71
BT Select Australian Share Fund 14.22 6.28 9.38 5.45 8.12
BT Natural Resources Fund 42.43 15.33 9.05 -1.91 10.36
BT Australasian Bond Fund 0.72 1.84 2.96 4.89 5.55
1 Funds are denominated and returns are calculated in $A

The performance returns for funds offered under the BT Investment Funds and the BT Classic Investment Funds are calculated in accordance with industry practice. The calculation is based on the following assumptions:

  • A comparison of the withdrawal value of an investment (except the BT Cash Management Trust) at the beginning and end of the stated periods.
  • No additional investments are included except for reinvested distributions.
  • Ongoing fees are included whereas contribution fees and income tax are excluded.
  • These returns are provided to enable long-term comparison with alternative investments. Because the calculations occur on pre-determined dates they will not always equate to the performance of your own investments and should be used as a guide only. Future performance of the funds is not guaranteed. Care should be taken in using past performance as a basis of long-term future total projections.
  • Returns for funds offered under the BT Investment Funds and BT Classic Investment Funds are calculated in Australian dollars. Exchange rate fluctuations between the Australian dollar and the New Zealand dollar will affect the New Zealand value of returns for New Zealand investors.
 

back to top

The information shown on this site does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.

BT Funds Management Limited, BT Funds Management No. 2 Limited and Westpac Financial Services Limited are members of the Westpac Group. An investment in the BT Investment Funds, BT Premium Cash Fund and BT Classic Investment Funds is not an investment in, a deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (the Bank) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment and loss of income and principal invested. None of the Bank, any other company in the Westpac Group or any appointed investment manager stands behind or otherwise guarantees the capital value or investment performance of any investment option.

BT Financial Group - A Division of Westpac Banking Corporation.