- Fund Type: Unit Trust
- Objective: Sector Fund-Debt
- Asset Class: Debt
- Geographic Focus: Australia
BT Sustainable Conservative Fund
+ Add to WatchlistROTHCHA:AU
1.35 AUD -0.00-0.21%As of 00:59:30 ET on 05/21/2013.
Snapshot for BT Sustainable Conservative Fund (ROTHCHA)
| Year To Date: | +4.60% | 3-Month: | +2.75% | 3-Year: | +6.88% | 52-Week Range: | 1.25 - 1.35 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +1.80% | 1-Year: | +10.14% | 5-Year: | +4.48% | Beta vs AS51: | 0.43 |
Fund Profile & Information for ROTHCHA
BT Sustainable Conservative Fund is a unit trust incorporated in Australia. The objective of the Fund is to provide a real return over inflation over the medium term. The Fund invests in government and semi-government fixed interest securities, cash and some Australian shares. The Fund will not invest in companies involved in uranium and weapons or alcohol and tobacco products.
| Inception Date: | 09-21-1989 | Telephone: | 132-135 |
|---|---|---|---|
| Managers: | ROBERT SWIFT | ||
| Web Site: | www.btim.com.au | ||
Fundamentals for ROTHCHA
| NAV | (on 2013-05-21) 1.35 |
|---|---|
| Assets (M) | (on 2013-04-30) 13.59 |
| Fund Leveraged | N |
| Minimum Investment | 50,000.00 |
| Minimum Subsequent Investment | 1,000.00 |
Dividends for ROTHCHA
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Quarter |
| Last Dividend Net | (on 2013-04-02) 0.01 |
| Dividend Yield (ttm) | 4.35 |
Fees & Expenses for ROTHCHA
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 0.90 |
| Redemption Fee | 0.00 |
| 12b1 Fee | - |
| Expense Ratio | 0.90 |
Top Fund Holdings for ROTHCHA
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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