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Morningstar Fund Report

BT Institutional Conservative Growth PST

Wholesale

Fund Report | Report generated 26 Jul 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 -- -- --
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 30 Jun 2017)
0.19
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2017

Domestic Equity 11.468
International Equity 8.933
Listed Property 5.157
Unlisted Property 0.000
Domestic Fixed Interest 24.166
International Fixed Interest 18.360
Cash 19.220
Other 12.699

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Jul 2017

APIR Code BTA0801AU
Legal Type Superannuation Fund
Status Closed
Category Multisector Moderate
Entry Price $ 9.6941
Exit Price $ 9.6776
Exit Price
1 Week Change $
0.0123

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 --