YHD - Delayed Quote AUD

BT Sustainable Balanced Fund (3326.AX)

1.0600 0.0000 (0.00%)
At close: June 28 at 6:07:38 PM EDT
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DELL
  • Previous Close 1.0600
  • YTD Return -1.03%
  • Expense Ratio 0.00%
  • Category Multisector Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 2.9M
  • Beta (5Y Monthly) 0.98
  • Yield 6.05%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.00
  • Inception Date Aug 1, 1984

The Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian fixed interest and cash investments. The Fund employs a sustainable screening approach. The Fund actively seeks out companies that demonstrate superior environmental and social practices and offer sustainable products and services.

BT Financial Group Ltd

Fund Family

Multisector Growth

Fund Category

2.9M

Net Assets

1984-08-01

Inception Date

Performance Overview: 3326.AX

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Trailing returns as of 4/30/2016. Category is Multisector Growth.

YTD Return

3326.AX
1.03%
Category
2.34%
 

1-Year Return

3326.AX
2.30%
Category
10.76%
 

3-Year Return

3326.AX
7.44%
Category
6.69%
 

5-Year Return

3326.AX
7.76%
Category
8.95%
 

Holdings: 3326.AX

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Sector Weightings

Sector3326.AX
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: 3326.AX

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Research Reports: 3326.AX

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