• Fund Type: Open-End Fund
  • Objective: Global Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: Australia

BT Classic Lifetime - Personal Super - Active Balanced

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ROTHSRB:AU

3.42 AUD 0.01 0.34%

As of 00:59:30 ET on 07/30/2014.

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

Year To Date: +3.77% 3-Month: +2.87% 3-Year: +9.54% 52-Week Range: 3.11 - 3.41
1-Month: +1.04% 1-Year: +10.29% 5-Year: +8.04% Beta vs AS51: 0.65

Mutual Fund Chart for ROTHSRB

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  • ROTHSRB:AU 3.42
  • 1M
  • 1Y
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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: 132-135
Managers: -
Web Site: www.bt.com.au

Fundamentals for ROTHSRB

NAV (on 2014-07-30) 3.42
Assets (M) (on 2014-06-30) 26.05
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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