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Bt Imputation Shares Retail (0P0000791K)
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26/11 - Closed. Currency in AUD
- Morningstar Rating:
- Total Assets: 159.69M
BT Imputation Shares Retail
2.349
-0.020
-0.76%
- Overview
- Profile
- Historical Data
- Holdings
0P0000791K Overview
On this page you'll find an in-depth profile of Bt Imputation Shares Retail. Learn about the key management, total assets, investment strategy and contact information of 0P0000791K among other information.
Investment Strategy
This Fund is designed for investors who want the potential for long term capital growth and tax effective income, diversification across a broad range of Australian companies and industries and are prepared to accept higher variability of returns. The Fund will primarily invest in Australian shares, including Australian listed property securities and convertible preference shares that offer above average income returns. The Fund may also hold cash and may use derivatives.
Contact Information
Address
2 Chifley Square
Sydney,NSW 2000
Australia
Sydney,NSW 2000
Australia
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jim Taylor | Portfolio Manager | 2010 | Now |
| Biography | Jim joined the funds management business of BT Financial Group, now Pendal Group, in August 2007. Jim manages Australian equity long-only mandates and a Long/Short fund in addition to comanaging the Imputation and Geared Imputation funds. Previously, Jim was at Colonial First State where he was the portfolio manager for the Leaders Fund (a top 100 concentrated fund) as well as running the Geared Share Fund and a concentrated Trans Tasman Fund. Prior to Colonial, Jim spent eight years at BT Funds Management where he covered a large number of sectors of the Australian market as well the insurance and media sectors of the U.S. market for the international equities team. Prior to this, Jim worked at Arthur Andersen for four years in various roles within the audit and advisory and corporate finance divisions. | ||
| Andrew Waddington | - | 2010 | 2022 |
| Biography | Andrew joined Rothschild Australia Asset Management, which later became part of BT Financial Group and is now Pendal Group, as an analyst in the Australian Equities team in 1998. Andrew manages our range of Midcap and Tax Effective funds and co-manages our imputation funds. Prior to 1998, Andrew worked for BT Funds Management for eight years as an analyst for North American Equities and currency management. He also gained experience in settlements, dealing and analyst roles within companies such as Prudential Bache Capital Funding (London). Andrew holds a Bachelor of Economics from the University of New England and a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australasia. | ||
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