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BT Class Inv Balanced Returns

BTA0043AU

BT Class Inv Balanced Returns BTA0043AU Strategy

This Fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of asset classes and are prepared to accept some variability of returns. The Fund invests in Australian and international shares, Australian and international listed property securities, Australian and international fixed interest, cash and alternative investments. The Fund may also use derivatives. The Fund has a higher weighting towards growth assets than defensive assets.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

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Listed Investment Companies monthly performance: June 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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Are average returns enough to achieve your goals?

Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above average or even average results to achieve your investment goals.
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Listed Investment Companies monthly performance: May 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Markets

Index
Last price
Change
% Change
All Ordinaries 8,094.30 111.20 -1.36%
CAC 40 7,427.02 86.71 -1.15%
DAX 40 18,298.72 88.74 -0.48%
Dow JONES (US) 40,068.02 214.15 0.54%
FTSE 100 8,186.35 32.66 0.40%
HKSE 17,004.97 306.08 -1.77%
NASDAQ 17,316.80 25.61 -0.15%
Nikkei 225 37,869.51 1,285.34 -3.28%
NZX 50 Index 12,396.27 134.72 -1.08%
S&P 500 5,427.57 0.44 0.01%
S&P/ASX 200 7,861.20 102.50 -1.29%
SSE Composite Index 2,886.74 15.21 -0.52%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.03 0.00 -3.13%
Argosy Minerals Ltd AGY 0.03 0.02 -30.61%
Pilbara Minerals Ltd PLS 2.87 0.02 -0.69%
Telstra Group Ltd TLS 3.84 0.06 -1.54%
Red 5 Ltd RED 0.40 0.02 -4.82%
South32 Ltd S32 2.91 0.05 -1.69%
Zip Co Ltd ZIP 1.81 0.02 -0.82%
Peninsula Energy Ltd PEN 0.10 0.01 -4.76%
Core Lithium Ltd CXO 0.09 0.00 -3.19%
Medibank Private Ltd MPL 3.83 0.00 0.00%