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Morningstar Fund Report

BT Institutional Conservative Growth PST

Wholesale

Fund Report | Report generated 11 Dec 2016 |

Performance

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Growth of $10,000

No Chart Available

Financial Year Total Returns

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Trailing Total Returns

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Total Return +/- Cat +/- Index Cat Rank
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Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
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Beta -- -- --
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Fund Details

Fund Inception 30 Sep 1987
Responsible Entity BT Investment Management Ltd
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Oct 2016)
0.18
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 10.664
International Equity 8.483
Listed Property 6.601
Unlisted Property 0.000
Domestic Fixed Interest 21.857
International Fixed Interest 23.740
Cash 14.445
Other 14.210

Morningstar Sustainability Rating Learn more

Quick Stats

as at 08 Dec 2016

APIR Code BTA0801AU
Legal Type Superannuation Fund
Status Closed
Category Multisector Moderate
Entry Price $ 9.4070
Exit Price $ 9.3910
Exit Price
1 Week Change $
0.0478

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.1706

Annual

ICR pa (30 Jun 2016) 0.7200
Max Management Fee pa 0.72%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage --