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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

ISIN: AU60BTA02969

Asset Class: Equity

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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	16.776
Price to Book	2.249	2.092
Price to Sales	1.992	2.120
Price to Cash Flow	4.698	9.858
Dividend Yield	3.052	3.171
5 Years Earnings Growth	8.981	9.824

Sector Allocation

Name	Net %	Category Average
Financial Services	23.920	19.039
Healthcare	17.300	10.126
Industrials	12.500	9.269
Basic Materials	12.160	9.365
Technology	10.370	13.812
Communication Services	10.080	6.427
Consumer Defensive	4.840	5.064
Real Estate	4.780	9.225
Consumer Cyclical	3.590	8.735
Utilities	0.680	4.084
Energy	-0.210	5.081

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	1.413	+0.18%
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		12.38	7.56	9.67
BT Wholesale Core Australian Share		12.48	7.96	8.65
Advance Property Sec Multi Blend W	684.84M	6.69	-3.88	4.52
BT Property Securities Index W	622.42M	22.00	7.52	9.32
BT Wholesale Monthly Income Plus Fu		5.89	3.01	3.56

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Recent Quotes

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