Stocks Special Reports LICs Credit Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Technical Analysis SMSFs Learn
About

Morningstar Fund Report

BT Institutional Conservative Growth PST

Wholesale

Fund Report | Report generated 30 Apr 2017 |

Performance

--

Growth of $10,000

No Chart Available

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

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 Mar 2017)
0.18
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2017

Domestic Equity 10.801
International Equity 8.484
Listed Property 6.367
Unlisted Property 0.000
Domestic Fixed Interest 21.780
International Fixed Interest 23.460
Cash 13.481
Other 15.628

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 27 Apr 2017

APIR Code BTA0801AU
Legal Type Superannuation Fund
Status Closed
Category Multisector Moderate
Entry Price $ 9.6811
Exit Price $ 9.6646
Exit Price
1 Week Change $
0.0289

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 --