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Morningstar Fund Report

BT Bus Super-BT MySuper 1940s Lifestage

Retail

Fund Report | Report generated 08 Dec 2016 |

Performance

30 Nov 2016

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 Nov-16
Fund -- 5.35 4.53 -0.66
+/- Cat -- -0.71 0.21 -0.34
+/- Index -- -2.14 -1.04 -0.91

Trailing Total Returns

as at 30 Nov 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.43 -0.31 -0.63 17 / 17
3 Month -1.55 0.09 -0.17 6 / 17
1 Year 2.42 -0.51 -1.65 14 / 16
3 Year 4.04 -0.34 -1.80 6 / 8
5 Year -- -- -- --

Risk Analysis

as at 30 Nov 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 2.49 3.41 3.26
Sharpe Ratio 0.69 0.63 1.06
R-Squared 70.98 76.55 --
Beta 0.64 0.66 --
Alpha -0.5 -0.1 --

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 --)
--
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 7.675
International Equity 5.976
Listed Property 4.381
Unlisted Property 0.000
Domestic Fixed Interest 16.157
International Fixed Interest 30.761
Cash 16.850
Other 18.200

Morningstar Sustainability Rating Learn more

Quick Stats

as at 06 Dec 2016

APIR Code WFS0540AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1940s and earlier
Entry Price $ 1.1314
Exit Price $ 1.1278
Exit Price
1 Week Change $
-0.0028

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