YHD - Delayed Quote AUD

BT Sustainable Australian Share Fund (8409.AX)

1.1300 -0.0100 (-0.88%)
At close: June 28 at 6:07:38 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return 32.98%
Worst 1Y Total Return -35.57%
Best 3Y Total Return 32.98%
Worst 3Y Total Return -5.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
8409.AX
Category
YTD
-2.71%
3.96%
1-Month
2.02%
3.02%
3-Month
2.63%
3.96%
1-Year
-6.73%
17.15%
3-Year
4.93%
6.09%
5-Year
6.20%
9.90%
10-Year
4.22%
3.51%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
8409.AX
Category
2016
--
--
2015
3.97%
3.44%
2014
6.26%
4.29%
2013
22.91%
20.88%
2012
18.30%
18.20%
2011
-10.71%
-11.06%
2010
-0.47%
0.05%
2009
32.98%
37.00%

2008
-35.57%
-37.66%
2007
14.00%
15.36%
2006
23.90%
22.33%
2005
21.78%
21.49%
2004
28.57%
26.30%
2003
11.36%
14.64%
2002
-10.16%
-9.72%
2001
--
10.08%

Past Quarterly Returns

YearQ1Q2Q3Q4
2016 -4.64% -- -- --
2015 10.92% -6.84% -7.17% 8.40%
2014 1.74% 0.70% -0.52% 4.25%
2013 8.50% -0.24% 9.55% 3.65%
2012 7.54% -4.58% 8.98% 5.78%
2011 3.16% -3.69% -11.27% 1.29%
2010 1.19% -11.82% 6.91% 4.34%
2009 -2.06% 9.23% 20.15% 3.46%
2008 -13.51% -2.49% -9.30% -15.77%
2007 6.84% 4.12% 4.89% -2.30%

2006 8.83% -0.93% 4.73% 9.72%
2005 2.02% 5.94% 10.02% 2.41%
2004 5.69% 3.75% 5.58% 11.05%
2003 -2.52% 3.76% 5.24% 4.61%
2002 -0.29% -3.93% -6.46% 0.26%
2001 10.74% -- -- --

Rank in Category (By Total Return)

YTD 80
1-Month 75
3-Month 81
1-Year 63
3-Year 35
5-Year 32

Load Adjusted Returns

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Equity Australia Large Blend
Fund Family BT Financial Group Ltd
Net Assets 18.71M
YTD Return -2.71%
Yield 5.01%
Morningstar Rating
Inception Date Sep 30, 2001

Fund Summary

This Fund is designed for investors who want the potential for long-term capital growth and tax effective income, diversification across a broad range of Australian companies and industries and are prepared to accept higher variability of returns. The Fund may also hold cash and may use derivatives.

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