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

BT Classic Lifetime - Personal Super - BT Active Balanced

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3.80 AUD 0.01 0.25%

As of 00:59:30 ET on 05/26/2015.

Snapshot for BT Classic Lifetime - Personal Super - BT Active Balanced (ROTHSRB)

Year To Date: +5.36% 3-Month: -0.39% 3-Year: +13.11% 52-Week Range: 3.33 - 3.89
1-Month: -1.74% 1-Year: +13.16% 5-Year: +8.87% Beta vs AS51: 0.64

Mutual Fund Chart for ROTHSRB

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  • ROTHSRB:AU 3.80
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Fund Profile & Information for ROTHSRB

Sagitta Rothschild Super & Rollover - Balanced Option is an open-end fund incorporated in Australia. The Fund's objective is to provide a mix of capital growth and tax effective income. The Fund invests in a diversified portfolio of Australian and international equity and fixed interest securities, listed property trusts and cash.

Inception Date: 05-19-1993 Telephone: Tel: 61-2-9220-2000
Managers: -
Web Site:

Fundamentals for ROTHSRB

NAV (on 2015-05-26) 3.80
Assets (M) (on 2015-01-30) 26.31
Fund Leveraged N
Minimum Investment 20,000.00
Minimum Subsequent Investment 1,000.00

Dividends for ROTHSRB

No dividends reported

Fees & Expenses for ROTHSRB

Front Load -
Back Load 0.00
Current Mgmt Fee 1.64
Redemption Fee 0.00
12b1 Fee -
Expense Ratio 1.80

Top Fund Holdings for ROTHSRB

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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