BT Busines Super - BT Australian Sustain Shares - Managed Fund (Closed)

The objective of the BT Busines Super - BT Australian Sustain Shares managed fund is To provide capital growth plus some income over the recommended investment timeframe of five years or more, with a strong focus on sustainability (that is, maintaining long-term growth without causing environmental or social damage).

The strategy of the BT Busines Super - BT Australian Sustain Shares managed fund is The fund seeks to invest in Australian companies with a sustainable approach to the production of goods or services. The fund may invest in companies which mine or use uranium primarily in relation to power generation. It actively seeks out companies which demonstrate superior environmental and social practices and offer sustainable products and services.

The APIR code of the BT Busines Super - BT Australian Sustain Shares managed fund is WFS0082AU.

BT Busines Super - BT Australian Sustain Shares’s total return last month was 4.31%. This was made up of a growth return of 4.31% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Busines Super - BT Australian Sustain Shares’s total return for the last three months was 6.61%. This was made up of a growth return of 6.61% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Busines Super - BT Australian Sustain Shares’s one-year total return is 23.52%. This was made up of a growth return of 23.52% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Busines Super - BT Australian Sustain Shares’s one-year total return is 9.81%. This was made up of a growth return of 9.81% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

The asset allocation of the BT Busines Super - BT Australian Sustain Shares managed fund is :

The Responsible Entity for the BT Busines Super - BT Australian Sustain Shares managed fund is Westpac Securities Administration Ltd.

The BT Busines Super - BT Australian Sustain Shares managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Apr 2023, the size of the BT Busines Super - BT Australian Sustain Shares managed fund was $0 million.

The BT Busines Super - BT Australian Sustain Shares managed fund has an inception date of 1 Sep 2003.

The current entry price of the BT Busines Super - BT Australian Sustain Shares managed fund is $3.3096 per unit and the current exit price is $3.2931 per unit (as at 31 Jan 2020).

The current exit price of the BT Busines Super - BT Australian Sustain Shares managed fund is $3.2931 per unit and the current entry price is $3.3096 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Busines Super - BT Australian Sustain Shares managed fund is $500. Minimum additional investment is $0.