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Morningstar Fund Report

BT Institutional Conservative Growth PST

Wholesale

Fund Report | Report generated 19 Aug 2017 |

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 Jul 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 Jul 2017

Domestic Equity 11.663
International Equity 9.489
Listed Property 5.540
Unlisted Property 0.000
Domestic Fixed Interest 24.273
International Fixed Interest 18.478
Cash 16.547
Other 14.010

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 15 Aug 2017

APIR Code BTA0801AU
Legal Type Superannuation Fund
Status Closed
Category Multisector Moderate
Entry Price $ 9.7357
Exit Price $ 9.7191
Exit Price
1 Week Change $
0.0063

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 --