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Morningstar Fund Report

BT Bus Super-BT Aus Sustain Shr

Retail

Fund Report | Report generated 29 Apr 2017 |

Performance

31 Mar 2017

Growth of $10,000

Fund
Fund: BT Bus Super-BT Aus Sustain Shr
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Blend

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Mar-17
Fund 15.71 5.46 -0.80 13.77
+/- Cat -0.08 0.11 -0.63 -0.06
+/- Index -1.72 -0.22 -1.36 -2.15

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.82 -0.18 -0.51 258 / 358
3 Month 5.28 1.40 0.47 23 / 359
1 Year 17.33 0.57 -3.16 147 / 347
3 Year 6.36 -0.16 -1.17 156 / 328
5 Year 10.18 0.24 -0.92 121 / 313

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 11.08 11.13 12.45
Sharpe Ratio 0.41 0.4 --
R-Squared 96.1 91.98 --
Beta 0.87 0.86 --
Alpha -0.51 -0.49 --

Fund Details

Fund Inception 01 Sep 2003
Responsible Entity Westpac Securities Administration Ltd
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Mar 2017)
7.13
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 28 Feb 2017

Size | Large Style | Blend

Asset Allocation

% as at 31 Mar 2017

Domestic Equity 98.340
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.660
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 24 Apr 2017

APIR Code WFS0082AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Large Blend
Entry Price $ 2.6341
Exit Price $ 2.6210
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.4994

Annual

ICR pa (30 Jun 2016) 2.3700
Max Management Fee pa 0.76%
Max Admin Fee pa 0.95%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.4000