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Morningstar Fund Report

BT WE Ironbark Global Property Secs

Retail

Fund Report | Report generated 26 Apr 2017 |

Performance

31 Mar 2017

Growth of $10,000

Fund
Fund: BT WE Ironbark Global Property Secs
Index
Index: FTSE EPRA/NAREIT Developed NR Hdg AUD
Category
Category: Equity Global Real Estate

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Mar-17
Fund 13.70 10.30 11.84 -2.00
+/- Cat -0.87 -2.17 0.46 -0.32
+/- Index -0.80 1.24 -0.42 -2.13

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -2.66 -1.04 -1.16 58 / 61
3 Month 1.29 1.35 0.07 12 / 61
1 Year 1.11 -0.44 -2.74 38 / 59
3 Year 9.27 -0.55 -0.39 29 / 53
5 Year 10.19 -0.83 -1.35 33 / 48

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 11.65 12.53 11.76
Sharpe Ratio 0.63 0.64 --
R-Squared 91.02 90.87 --
Beta 0.94 1.01 --
Alpha 0.06 0.08 --

Fund Details

Fund Inception 02 Jun 2008
Responsible Entity Westpac Financial Services Limited
Fund Manager Deutsche Asset Management Australia Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Mar 2017)
5.05
Minimum Investment $ 5,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions Quarterly

Current Investment Style

as at 28 Feb 2017

Size | Medium Style | Blend

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 0.000
International Equity 0.000
Listed Property 99.010
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.990
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Apr 2017

APIR Code WFS0417AU
Legal Type Investment Trusts
Status Open
Category Equity Global Real Estate
Entry Price $ 0.6519
Exit Price $ 0.6480
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 2
3 Year 3
5 Year 2
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.6077

Annual

ICR pa (30 Jun 2016) 2.0006
Max Management Fee pa --
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000