- Fund Type: Unit Trust
- Objective: Sector Fund-Asset Allocation
- Asset Class: Asset Allocation
- Geographic Focus: Global
BT Sustainable Balanced Fund
+ Add to WatchlistBTIETBA:AU
1.11 AUD 0.000.36%As of 00:59:30 ET on 06/18/2013.
Snapshot for BT Sustainable Balanced Fund (BTIETBA)
| Year To Date: | +7.89% | 3-Month: | +1.64% | 3-Year: | +6.81% | 52-Week Range: | 0.95 - 1.14 |
|---|---|---|---|---|---|---|---|
| 1-Month: | -3.27% | 1-Year: | +18.46% | 5-Year: | +3.94% | Beta vs ASA52: | 0.62 |
Fund Profile & Information for BTIETBA
BT Sustainable Balanced Fund is a unit trust incorporated in Australia. The Fund aims to provide a return that exceeds the Fund's asset allocation benchmark over the medium to long term. The Fund invests globally in shares, property, fixed interest, & cash. The Fund uses a positive and negative screen approach to select investment that meet the Fund's ethical guidelines.
| Inception Date: | 08-31-1984 | Telephone: | 132-135 |
|---|---|---|---|
| Managers: | ROBERT SWIFT | ||
| Web Site: | www.btim.com.au | ||
Fundamentals for BTIETBA
| NAV | (on 2013-06-18) 1.11 |
|---|---|
| Assets (M) | (on 2013-05-31) 3.31 |
| Fund Leveraged | N |
| Minimum Investment | 500,000.00 |
| Minimum Subsequent Investment | - |
Dividends for BTIETBA
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Quarter |
| Last Dividend Net | (on 2013-04-02) 0.00 |
| Dividend Yield (ttm) | 2.66 |
Fees & Expenses for BTIETBA
| Front Load | - |
|---|---|
| Back Load | - |
| Current Mgmt Fee | 0.90 |
| Redemption Fee | - |
| 12b1 Fee | - |
| Expense Ratio | 0.90 |
Top Fund Holdings for BTIETBA
Holding Data Unavailable.
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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