About this fund

The BT Wholesale Focus Australian Share Fund is a highly concentrated portfolio of 15-30 ASX listed stocks, developed to meet investor demand for a higher alpha, high tracking error fund.

What is this fund's investment objective?

The Fund aims to provide a return (before fees, costs and taxes), that significantly exceeds the S&P/ASX300 Accumulation Index over the medium to long term.

What is this fund's investment approach?

BTIM aims to add value primarily through active stock selection. The Fund is managed using the same core investment style as is applied to BTIM's other Australian equity portfolios and leverages off the team's proven research and stock selection capabilities.

BTIM's investment process for shares is based on our core investment style and is unrestricted by a growth or value bias. Our team is focused on generating independent and unique investment ideas so as to exploit opportunities not yet considered by the market.  

Meet the investment team and portfolio manager

BTIM's nine-member Equity Strategies team is one of the largest in the Australian fund's management industry. The portfolio manager for the Fund is Crispin Murray, who has more than 17 years' industry experience. Crispin is also Head of Equity Strategies, and responsible for managing the flagship Australian equities funds.   Crispin joined the funds management business of BT Financial Group, now BT Investment Management in January 2003. He brings extensive experience in equities research, and a strong track record running European equities at BT Funds Management previously.

Awards won by this fund

• BT Investment Management was awarded the Standard & Poor's Large Caps Equity Fund Manager of the Year award in September 2008. 

• BT Investment Management was named Equities Fund Manager of the Year at the Insto 10th Annual Distinction Awards for the second year running.
  

More information

• Morningstar's fund profile
• Download the PDS
• Download the monthly fact sheet
• Download the quarterly fact sheet
• See how this fund has performed over time
• View other BT funds

Important Information

BT Investment Management (RE) Limited ABN 17 126 390 627, AFSL 316 455, is the responsible entity and issuer of units in the BT Wholesale Focus Australian Share Fund. A product disclosure statement (PDS) is available for the Fund and can be obtained by contacting your business development representative on 1800 813 886 or visiting www.btim.com.au. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of units in the Fund. This information has been prepared without taking account of your objectives, financial situation or needs. Before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. An investment in the Fund is not a deposit with or any other liability of the Westpac Banking Corporation (ABN 33 007 457 141) or any other Company in the Westpac Group of companies. Past performance is not a reliable indicator of future performance. BT Investment Management (RE) Limited is a member of the Westpac Group. Neither BT Investment Management (RE) Limited, nor any other company in the Westpac Group, guarantees the repayment of capital or the performance of the product or any particular rate of return. BT® is a registered trade mark of BT Financial Group Pty Ltd and is used under licence.