YHD - Delayed Quote AUD
BT Wholesale Core Hedged Global Share Fund (8059.AX)
At close: June 28 at 6:07:38 PM EDT
Fund Summary
This Fund is designed for investors who want the potential for long term capital growth, diversification across a broad range of companies, industries and countries and are prepared to accept higher variability of returns. Whilst the Fund can invest in any international sharemarket that offers attractive opportunities, most investments will be located in the United States, Europe and Japan. The Fund may also hold cash and may use derivatives.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.84% |
| Worst 1Y Total Return | -38.32% |
| Number of Years Up | 10 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 87 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 8059.AX | Category Average | 8059.AX | Category Average | 8059.AX | Category Average | |
| Alpha | -0.12 | -0.01 | -0.24 | -0.01 | -0.96 | -0.02 |
| BETA | 0.95 | 0.01 | 0.98 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.86 | 0.01 | 0.89 | 0.01 | 0.52 | 0 |
| R-squared | 96.91 | 0.91 | 97.81 | 0.92 | 97.84 | 0.91 |
| Standard Deviation | 10.62 | 0.1 | 11.69 | 0.1 | 15.23 | 0.15 |
| Sharpe Ratio | 0.74 | 0.01 | 0.65 | 0.01 | 0.14 | 0 |
| Treynor Ratio | 8.08 | 0.07 | 7.61 | 0.1 | 0.94 | 0.01 |
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