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Objective
To provide investors with a total investment return (before fees and taxes) that outperforms the benchmark over the minimum suggested timeframe.
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Benchmark
MSCI All Country World Index ex-Australia Net AUD.
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Timeframe
Minimum suggested timeframe: 7 years.
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Investment strategy
To invest in a wide range of international shares listed, or expected to be listed, on world stock exchanges, including emerging markets and across a diverse range of industries.
Tracing its history to 1928, the Wellington Management Group is one of the largest investment management groups in the world. With over AUD$1.9 trillion1 in assets under management, members of the Wellington Management Group serve as investment advisers to more than 2,200 institutional clients and mutual fund sponsors in 64 countries.
Collectively, the Wellington Management Group is also one of the world’s largest investment sub-advisers, providing investment expertise and experience to banks, insurance companies, and asset management firms. Its investment capabilities are built on the strength of rigorous, proprietary research and span nearly all segments of the global capital markets including equity, fixed income, multi-asset, and alternative strategies.
Why choose this fund?
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Proven strategy
The Wellington Global Opportunistic Value team leverages behavioural finance insights to identify and invest in solid companies that are temporarily out of favour. This approach allows Wellington to capitalise on market inefficiencies with the goal of delivering superior returns.
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Thorough research
The Wellington Global Opportunistic Value team's investment process is rooted in deep, bottom-up research. Wellington focuses on companies with attractive upside potential, ensuring that every investment decision is backed by rigorous analysis.
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Disciplined valuation
The Wellington Global Opportunistic Value team sets clear price targets based on long-term earnings potential, cash flow, and other key metrics. This disciplined approach helps Wellington identify opportunities for growth.
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Strategic implementation
The Wellington Global Opportunistic Value team continuously compares new opportunities against their existing portfolio to ensure that each addition enhances overall performance. Wellington also monitors key milestones to stay aligned with their investment philosophy.
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Roles and applications
Pursues what the Wellington Global Opportunistic Value team believes to be compelling opportunities throughout the market cycle, but in segments which are likely under-exposed in the broad investment plan – and thereby can be utilised to fill an investment gap when conditions require it.
Documents and downloads
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BT Investment Funds Product Disclosure Statement (PDF 398 KB)
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Target Market Determination (PDF 481 KB)
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Zenith believes that the Fund (or Product) has a high probability of meeting its stated investment objectives. In a relative context, the Fund (or Product) scores highly across most of Zenith's key areas of assessment. |
Contact us today
For more information please contact BT Investment Solutions and a member of the team will be in touch.
Email: btisinvestment@btfinancialgroup.com
1. Information shown has been provided by the investment manager as at 31 Dec 2024.
Information current as at 2 June 2025.
This information has been prepared for use by advisers only. It must not be made available to any client and any information in it must not be communicated to any client. This information has been prepared by Westpac Financial Services Limited (WFSL) ABN 20 000 241 127 AFSL 233716.
WFSL is the responsible entity and issuer of the BT Wellington Global Opportunistic Value Fund ARSN 105 250 726 Registered Fund Name: BT External International Shares 3 (the Fund). WFSL has appointed Wellington Management Australia Pty Limited ABN 19 167 091 090 AFSL 462912 (Wellington) as the investment manager of the Fund.
A Product Disclosure Statement (PDS) and Target Market Determination (TMD) is available for BT Wellington Global Opportunistic Value Fund. The PDS can be obtained by calling 02 8456 0230, or visiting bt.com.au. The TMD is available at bt.com.au/tmd. The Financial Services Guide (FSG) for WFSL can also be obtained via the Product Disclosure Statement page on bt.com.au/personal/help/pds. You should obtain and consider the PDS for the Fund and the FSG before deciding whether to acquire, continue to hold or dispose of units in the Fund.
WFSL is a subsidiary of Westpac Banking Corporation ABN 33 007 457 141 (Westpac). An investment in the Fund is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. To the maximum extent permitted by law, WFSL, and its affiliates and related bodies corporate, and their respective officers, directors, employees, professional advisers and agents do not accept any responsibility or liability in relation to the accuracy or completeness of this information or for any loss arising from its use. Past performance is not an indicator of future performance. No representation or warranty is given as to the accuracy, likelihood of achievement or reasonableness of any forecasts or returns contained in the information set out in this document. Any projections are predictive in character. Whilst WFSL has made every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be affected by inaccurate assumptions or may not take into account known or unknown risks and uncertainties. The actual results actually achieved may differ materially from these projections.
This information contains material provided by third parties derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, the Westpac Group accepts no responsibility for the accuracy or completeness of, nor does it endorse any such third party material. To the maximum extent permitted by law, WFSL intends by this notice to exclude liability for this third party material.
The information shown in this document is general information only. It does not constitute any recommendation or advice. This information does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness, having regard to these factors before acting on it. This web page provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such. Ratings are opinions only, are not recommendations and are only one factor to be taken into account when deciding to acquire, dispose or hold interests in the Fund. Awards and ratings are current at the time of publication but are subject to change.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (WFS0092AU assigned 28 November 2024) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.