A track record of stability and performance in Australian equities

Our Australian Equities boutique, led by Crispin Murray, is one of the largest, most experienced and stable in the industry. We apply proprietary, fundamental research at the company level to gather insights and inform investment decisions with the aim of generating excess returns for our clients.

A proven structure delivering results

An independent business, solely focused on investment management, we have operated a boutique model since listing on the ASX ten years ago, where investment team members have ‘skin in the game’ through a fair and transparent profit share model, driving alignment with client interests, accountability and talent retention.

The success of this model is seen in our long term team stability and a performance track record above the industry peer average1,2 and above benchmark3 across a range of portfolios.

Take a closer look

Quartile rankings are as at 31 October 2017; performance figures are as at 30 November 2017 

Fund
 
6 Month 
1 Year 
3 year 
5 year 
 10 year
BT Wholesale
Focus Australian Share Fund

A highly concentrated portfolio of 15-30 ASX listed stocks to meet investor demand for a high alpha, high tracking error fund.

Peer group quartile  1  1  1  1  1
Performance (after fees, before tax)
 9.4% 18.5%  10.8% pa 13.6% pa 4.5% pa  
Performance vs benchmark3   +2.5% +3.8%  +2.0% pa +3.1% pa +1.0% pa

BT Wholesale
Ethical Share Fund

An actively managed portfolio of Australian shares which seeks to ensure funds are invested in an ethical and socially responsible manner.

Peer group quartile  1  1  1  1  2
Performance (after fees, before tax)
 8.9% 17.0%  9.4% pa 11.6% pa 3.4% pa
Performance vs benchmark3  +2.1% +2.3%  +0.5% pa +1.1% pa -0.2% 

BT Wholesale
Core Australian Share Fund

An actively managed portfolio of Australian shares based on our core investment style where we select stocks based on our assessment of their long term worth and ability to outperform the market, without being restricted by a growth or value bias.

Peer group quartile  1  1  2  2  2
Performance (after fees, before tax)
 8.8% 17.0%  8.9% pa 11.6% pa 4.2% pa
Performance vs benchmark3  +1.9% +2.3%  +0.1% pa +1.1% pa  +0.7% pa

BT Wholesale
MidCap Fund

An actively managed portfolio of approximately 40 – 60 stocks generally selected from companies ranked between 51 and 150 of the S&P/ASX 200 Index.

Peer group quartile2  2  1  1  1  N/A
Performance (after fees, before tax)
 16.9% 25.2%  16.9% pa 16.8% pa N/A
Performance vs benchmark3  +4.0% +1.2%  +0.5% pa +2.4% pa N/A 

BT Wholesale
Smaller Companies Fund

An actively managed portfolio investing in smaller companies that we believe are trading below their assessed valuation, and which we expect to grow their profits quickly.

Peer group quartile  2  2  2  2  2
Performance (after fees, before tax)
 17.1% 18.7%  13.7% pa 12.7% pa 5.9% pa
Performance vs benchmark3  -0.2% -1.8%  +0.3% pa +5.3% pa  +6.5% pa 

BT Wholesale
MicroCap Opportunities Fund

A portfolio of stocks in the rapidly expanding and highly diversified micro cap sector with a market capitalisation of between $5 million and $150 million.

Peer group quartile  1  1  1  1  1
Performance (after fees, before tax)
 14.5% 18.35%  21.1% pa 21.1% pa 13.3% pa
Performance vs benchmark3  -2.8% -2.2%  +7.8% pa +13.7% pa  +13.9% pa

Past performance is not a reliable indicator of future performance.

1 Quartile rankings are determined by BTIM using Morningstar’s universe of Equity Australia Large Blend, Equity Australia Large Growth and Equity Australia Large Value funds.

2 Quartile rankings are determined by BTIM using Morningstar’s universe of Equity Australia Mid/Small Blend, Equity Australia Mid/Small Growth and Equity Australia Mid/Small Value funds.

3 Performance after fees, before tax versus the relevant Fund benchmark. Benchmark information can be found under each product section.

Who is BTIM?

BT Investment Management Limited (BTIM) is an ASX-listed pure investment manager (ASX:BTT) with $95.8 billion in funds under management (as at 30 September 2017). BTIM has operations in Australia, United Kingdom, Europe, Asia and the United States. BTIM offers over 50 investment strategies including equities, diversified, property, cash and fixed income products. At September 2017 BTIM employees were the largest single shareholder group, holding over 14% of total BTT shares on issue, providing strong alignment between employees and the company’s growth and success.

Risks

An investment in these Funds involves various risks, including risks associated with an individual security, the risk that factors affecting one or more countries that can influence the direction and volatility of an overall market, currency exchange rate fluctuation risk arising from investing across multiple countries, the risk associated with adverse changes in asset prices as a result of interest rate movements, the risk of an issuing entity defaulting on its obligation to pay interest/principal when due, the risk that a Fund makes substantial losses or has volatile returns through the use of derivatives including options and the risk that an asset may not be converted to cash in a timely manner. In addition, shares in smaller companies may trade less frequently and in smaller volumes and may experience greater price volatility than shares in larger companies, and a Fund’s investment strategy of seeking to generate higher returns by investing in a concentrated portfolio of Australian shares may makes the Fund more volatile than a diversified Australian share fund.

More information?

 
Subscribe to our regular communications
 
Read how we manage money
 
Watch Crispin Murray explain our investment process
 
Contact a BTIM Key Account Manager

 

Past performance is not a reliable indicator of future performance.

This material has been prepared by BT Investment Management (Fund Services) Limited (BTIM) ABN 13 161 249 332, AFSL No 431426 and the information contained within is current as at 1 December 2017. It is not to be published, or otherwise made available to any person other than the party to whom it is provided.

BTIM is the responsible entity and issuer of units in the funds mentioned. A product disclosure statement (PDS) is available for each of the funds and can be obtained by calling 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 funds. An investment in any of the funds referred to in this presentation is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested.

This material is for general information purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It has been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on this information, consider its appropriateness having regard to their or their clients’ individual objectives, financial situation and needs. This information is not to be regarded as a securities recommendation.

This material contains information provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information in this presentation is complete and correct, to the maximum extent permitted by law neither BTIM nor any company in the BTIM group accepts any responsibility or liability for the accuracy or completeness of this information. 

Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance.

BT® is a registered trade mark of BT Financial Group Pty Ltd and is used under licence.

For more information, please call the BT Contact Centre on 1800 813 886 8:00am to 6:00pm (Sydney time) or visit our website www.btim.com.au.