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Morningstar Fund Report

BT Institutional Conservative Growth PST

Wholesale

Fund Report | Report generated 25 Jun 2017 |

Performance

--

Growth of $10,000

No Chart Available

Financial Year Total Returns

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Trailing Total Returns

as at --
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 -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

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 May 2017)
0.19
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 May 2017

Domestic Equity 12.347
International Equity 9.523
Listed Property 4.872
Unlisted Property 0.000
Domestic Fixed Interest 24.615
International Fixed Interest 19.174
Cash 14.842
Other 14.627

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Jun 2017

APIR Code BTA0801AU
Legal Type Superannuation Fund
Status Closed
Category Multisector Moderate
Entry Price $ 9.7217
Exit Price $ 9.7052
Exit Price
1 Week Change $
-0.0288

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 0.1705

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 --