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Morningstar Fund Report

BT Bus Super-BT WS Ptnr Aus Shr Val 1

Retail

Fund Report | Report generated 23 Aug 2017 |

Performance

--

Growth of $10,000

Fund
Fund: BT Bus Super-BT WS Ptnr Aus Shr Val 1
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Blend

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 01 Aug 2004
Responsible Entity Westpac Securities Administration Ltd
Fund Manager BT Funds Management Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Jul 2017)
0.00
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2017

Domestic Equity 100.000
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.000
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 26 May 2017

APIR Code WFS0373AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Large Blend
Entry Price $ 1.8823
Exit Price $ 1.8823
Exit Price
1 Week Change $
0.0053

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.4173

Annual

ICR pa (30 Jun 2016) 2.5200
Max Management Fee pa 0.95%
Max Admin Fee pa 0.95%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.4000