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BT Sustainable Balanced Fund

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BTIETBA:AU
1.2136
AUD
0.0010
0.08%
As of 00:59:30 ET on 02/05/2016.
Fund Type
Unit Trust
52Wk Range
1.2052 - 1.3803
1 Yr Return
-3.85%
YTD Return
-3.55%
Previous Close
1.2146
52Wk Range
1.2052 - 1.3803
1 Yr Return
-4.23%
YTD Return
-3.55%
Fund Type
Unit Trust
Objective
Global Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 02/05/2016)
1.2136
Total Assets (m AUD) (on 12/31/2015)
512.745
Inception Date
08/31/1984
Last Dividend (on 01/04/2016)
0.01
Dividend Indicated Gross Yield
3.30%
Fund Managers
ROBERT J SWIFT
Front Load Fee
-
Back Load Fee
-
Redemption Fee
-
12b-1 Fee
-
Current Mgmt Fee
0.90%
Expense Ratio
0.90%
Profile
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.
ADDRESS
BT Investment Management Ltd
Level 14, The Chifley Tower
2 Chifley Square
Sydney NSW 2000
Australia
PHONE
Tel: 61-2-9220-2000