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Pendal Sustainable Balanced (0P0000J2F3)

Sydney

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BT Super for Life Moderate Savings historical data, for real-time data please try another search

1.988 +0.010 +0.64%

31/03 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 401.9M

Type: Fund

Market: Australia

Issuer: BT Financial Group Ltd

ISIN: AU60BTA02969

Asset Class: Equity

General
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0P0000J2F3 Holdings

Comprehensive information about top holdings and Key Holding Information for the BT Super for Life Moderate Savings (0P0000J2F3) fund. Our BT Super for Life Moderate Savings portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	4.320	5.840	1.520
Stocks	58.080	68.380	10.300
Bonds	6.950	10.560	3.610
Other	30.660	30.780	0.120

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.869	16.877
Price to Book	2.249	2.137
Price to Sales	1.992	2.132
Price to Cash Flow	4.698	9.953
Dividend Yield	3.052	3.122
5 Years Earnings Growth	8.981	9.889

Sector Allocation

Name	Net %	Category Average
Financial Services	23.920	19.410
Healthcare	17.300	9.936
Industrials	12.500	9.413
Basic Materials	12.160	9.050
Technology	10.370	13.793
Communication Services	10.080	6.571
Consumer Defensive	4.840	4.977
Real Estate	4.780	9.341
Consumer Cyclical	3.590	8.929
Utilities	0.680	3.832
Energy	-0.210	4.749

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 39

Number of short holdings: 12

Name	ISIN	Weight %	Last	Change %
BT Wholesale Australian Sustainable Share Fund	AU60WFS02859	30.68	1.448	-0.12%
Pendal Sustainable International Share	AU60BTA05681	23.39	-	-
Pendal Sustainable Intl Fxd Intrst	-	8.84	-	-
Pendal Sustainable Aust Fixed Interest	AU60BTA05079	7.31	-	-
Pendal Risk Parity Fund	-	5.38	-	-
Pendal Multi-Asset Target Return	AU60PDL33833	5.29	-	-
Regnan Global Equity Impact Solutions	AU60PDL46082	5.26	-	-
PENDAL PROPERTY TRUST	AU60RFA08169	3.18	-	-
2 Year Treasury Note Future June 23	-	2.25	-	-
E-mini S&P 500 ESG Index Future June 23	-	2.05	-	-

Top Equity Funds by BT Financial Group Ltd

Name	Total Assets	YTD%	3Y%	10Y%
BT Wholesale Focus Australian Share		14.41	7.96	9.74
BT Wholesale Core Australian Share		13.67	7.63	8.74
Advance Property Sec Multi Blend W	630.87M	3.04	-6.21	3.75
BT Property Securities Index W	624.61M	17.67	3.11	8.45
BT Wholesale Monthly Income Plus Fu		7.31	3.29	3.47

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Recent Quotes

	Name	Price	Chg.	Chg. %
	BT Super for Life.	1.988	+0.010	+0.64%