BT PPS Pension Australian Sustainability Shares - Managed Fund (Closed)

Fund Objective

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).

Fund Strategy

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.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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Fees Comparison

% p.a.

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-6.87%	-3.18%	-3.23%	21.05%	-5.61%	-5.64%	6.85%	-%
Growth return	-6.87%	-3.18%	-3.23%	21.05%	-5.61%	-5.64%	6.85%	-%
Income return	0%	0%	0%	0%	0%	0%	0%	-%
Market index (S&P/ASX 200 TR AUD)
Total return	3.1%	7.03%	11.65%	14.74%	14.82%	13.04%	12.32%	9.87%

As at 31 May 2010. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT PPS Pension Australian Sustainability Shares

Australian Equities: 99.02%

Cash: 0.98%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 93.74%

Cash: -0.82%

International Equities: 4.83%

Property & Infrastructure: 1.41%

Fixed Interest: 0.26%

Alternatives: 0.58%

General Information

Fund Details

Type	Description
Fund Name	BT PPS Pension Australian Sustainability Shares (Wholesale)
Fund Status	Closed
Responsible Entity	Westpac Securities Administration Ltd
APIR Code	WFS0317AU
Sector/Asset Class	Equity Australia Large Blend
Morningstar Rating	(as at 31 May 2010)
Legal Structure	Allocated Pension
Fund Inception	17 May 2002
Fund Size	$0.4 million (as at 31 May 2010)
Entry Price	$1.9078 (as at 2 Jun 2010)
Exit Price	$1.9078 (as at 2 Jun 2010)
Fund Status	Finalised

Offer information

Type	Description
Indirect Cost Ratio (ICR)	1.30% (as at 30 Jun 2009)
Minimum initial investment	$50,000

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025)	Type	% of Portfolio
Commonwealth Bank of Australia	Equity	9.57%
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FAQs about the BT PPS Pension Australian Sustainability Shares

What is the objective of the BT PPS Pension Australian Sustainability Shares managed fund?

The objective of the BT PPS Pension Australian Sustainability 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).

What is the strategy for the BT PPS Pension Australian Sustainability Shares managed fund?

The strategy of the BT PPS Pension Australian Sustainability 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.

What is the APIR code of the BT PPS Pension Australian Sustainability Shares managed fund?

The APIR code of the BT PPS Pension Australian Sustainability Shares managed fund is WFS0317AU.

What was BT PPS Pension Australian Sustainability Shares’s total return last month?

BT PPS Pension Australian Sustainability Shares’s total return last month was -6.87%. This was made up of a growth return of -6.87% and an income return of 0%. These returns were calculated as at 31 May 2010.

What was BT PPS Pension Australian Sustainability Shares’s total return for the last three months?

BT PPS Pension Australian Sustainability Shares’s total return for the last three months was -3.18%. This was made up of a growth return of -3.18% and an income return of 0%%. These returns were calculated as at 31 May 2010.

What is BT PPS Pension Australian Sustainability Shares’s one-year total return?

BT PPS Pension Australian Sustainability Shares’s one-year total return is 21.05%. This was made up of a growth return of 21.05% and an income return of 0%. These returns were calculated as at 31 May 2010.

What is BT PPS Pension Australian Sustainability Shares’s three-year total return?

BT PPS Pension Australian Sustainability Shares’s one-year total return is -5.64%. This was made up of a growth return of -5.64% and an income return of 0%. These returns were calculated as at 31 May 2010.

What is the asset allocation of the BT PPS Pension Australian Sustainability Shares managed fund?

The asset allocation of the BT PPS Pension Australian Sustainability Shares managed fund is :

Australian Equities: 99.02%

Cash: 0.98%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the BT PPS Pension Australian Sustainability Shares managed fund?

The Responsible Entity for the BT PPS Pension Australian Sustainability Shares managed fund is Westpac Securities Administration Ltd.

What sector/asset class does the BT PPS Pension Australian Sustainability Shares managed fund belong to?

The BT PPS Pension Australian Sustainability Shares managed fund belongs to the Equity Australia Large Blend sector/asset class.

What is the size of the BT PPS Pension Australian Sustainability Shares managed fund?

As at 31 May 2010, the size of the BT PPS Pension Australian Sustainability Shares managed fund was $0.4 million.

What is the inception date of the BT PPS Pension Australian Sustainability Shares managed fund?

The BT PPS Pension Australian Sustainability Shares managed fund has an inception date of 17 May 2002.

What is the current entry price of the BT PPS Pension Australian Sustainability Shares managed fund?

The current entry price of the BT PPS Pension Australian Sustainability Shares managed fund is $1.9078 per unit and the current exit price is $1.9078 per unit (as at 2 Jun 2010).

What is the current exit price of the BT PPS Pension Australian Sustainability Shares managed fund?

The current exit price of the BT PPS Pension Australian Sustainability Shares managed fund is $1.9078 per unit and the current entry price is $1.9078 per unit (as at 2 Jun 2010).

What is the minimum investment amount for the BT PPS Pension Australian Sustainability Shares managed fund?

The minimum initial investment amount for the BT PPS Pension Australian Sustainability Shares managed fund is $50,000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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