• Fund Type: Unit Trust
  • Objective: Global Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: Global

BT Sustainable Balanced Fund

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BTIETBA:AU

1.23 AUD 0.000.20%

As of 00:59:30 ET on 10/23/2014.

Snapshot for BT Sustainable Balanced Fund (BTIETBA)

Year To Date: +3.13% 3-Month: -0.27% 3-Year: +11.48% 52-Week Range: 1.16 - 1.25
1-Month: -0.20% 1-Year: +5.92% 5-Year: +6.79% Beta vs ASA52: 0.65

Mutual Fund Chart for BTIETBA

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  • BTIETBA:AU 1.23
  • 1M
  • 1Y
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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 J SWIFT
Web Site: www.btim.com.au

Fundamentals for BTIETBA

NAV (on 2014-10-23) 1.23
Assets (M) (on 2014-09-30) 428.28
Fund Leveraged N
Minimum Investment 500,000.00
Minimum Subsequent Investment -

Dividends for BTIETBA

Dividend Type Income
Dividend Frequency Quarter
Last Dividend Net (on 2014-10-01) 0.00
Dividend Yield (ttm) 1.08

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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