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Morningstar Fund Report

BT Bus Super-BT MySuper 1940s Lifestage

Retail

Fund Report | Report generated 21 Feb 2017 |

Performance

31 Jan 2017

Growth of $10,000

Fund
Fund: BT Bus Super-BT MySuper 1940s Lifestage
Index
Index: Morningstar Aus Msec Moderate TR AUD
Category
Category: Multisector Life Stages – 1940s and earlier

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Jan-17
Fund -- 5.35 4.53 -0.04
+/- Cat -- -0.71 0.21 -0.62
+/- Index -- -2.14 -1.04 -1.31

Trailing Total Returns

as at 31 Jan 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.21 -0.12 0.16 13 / 17
3 Month 0.18 -0.59 -1.02 13 / 13
1 Year 2.78 -1.07 -2.42 13 / 13
3 Year 4.00 -0.48 -1.93 10 / 12
5 Year -- -- -- --

Risk Analysis

as at 31 Jan 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 2.53 3.16 3.33
Sharpe Ratio 0.68 0.7 1.08
R-Squared 72.61 76.74 --
Beta 0.64 0.67 --
Alpha -0.59 -0.17 --

Fund Details

Fund Inception 01 Nov 2013
Responsible Entity Westpac Securities Administration Ltd
Fund Manager Westpac Securities Administration Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Dec 2016)
19.32
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 8.956
International Equity 6.287
Listed Property 4.713
Unlisted Property 0.000
Domestic Fixed Interest 16.884
International Fixed Interest 30.881
Cash 14.610
Other 17.668

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 16 Feb 2017

APIR Code WFS0540AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1940s and earlier
Entry Price $ 1.1472
Exit Price $ 1.1431
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 2
3 Year 2
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.3196

Annual

ICR pa (30 Jun 2015) 1.6600
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2015)
0.01%
Max Brokerage 0.0000