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Pendal Sustainable Balanced (0P0000J2F3)

Sydney

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1.988 +0.010 +0.64%

31/03 - Closed. Currency in AUD ( Disclaimer )

Morningstar Rating:
Total Assets: 401.9M

Type: Fund

Market: Australia

Issuer: BT Financial Group Ltd

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

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

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.869	16.007
Price to Book	2.249	2.010
Price to Sales	1.992	1.728
Price to Cash Flow	4.698	8.480
Dividend Yield	3.052	3.509
5 Years Earnings Growth	8.981	9.282

Sector Allocation

Name	Net %	Category Average
Financial Services	23.920	18.455
Healthcare	17.300	10.057
Industrials	12.500	9.303
Basic Materials	12.160	9.786
Technology	10.370	12.527
Communication Services	10.080	6.537
Consumer Defensive	4.840	5.271
Real Estate	4.780	9.635
Consumer Cyclical	3.590	8.768
Utilities	0.680	4.047
Energy	-0.210	5.614

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	1.320	+0.24%
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		5.26	8.42	9.66
BT Wholesale Core Australian Share		5.60	8.91	8.55
BT Property Securities Index W	766.65M	16.15	11.31	10.57
Advance Property Sec Multi Blend W	637.38M	-0.59	-1.56	5.17
BT Wholesale Monthly Income Plus Fu		1.56	2.13	3.48

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Recent Quotes

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