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Morningstar Fund Report

BT Bus Super-BT MySuper 1950s Lifestage

Retail

Fund Report | Report generated 04 Dec 2016 |

Performance

31 Oct 2016

Growth of $10,000

Fund
Fund: BT Bus Super-BT MySuper 1950s Lifestage
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
Category: Multisector Life Stages – 1950s

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Oct-16
Fund -- 7.50 2.86 0.06
+/- Cat -- 0.45 -0.50 -0.32
+/- Index -- -2.80 -1.72 -0.34

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.21 0.00 0.34 11 / 21
3 Month -1.39 0.04 0.59 10 / 22
1 Year 1.08 -1.24 -1.28 20 / 20
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation -- 3.52 5.17
Sharpe Ratio -- 0.64 0.86
R-Squared -- 87.69 --
Beta -- 0.64 --
Alpha -- -0.66 --

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 14.036
International Equity 11.457
Listed Property 4.799
Unlisted Property 0.000
Domestic Fixed Interest 13.770
International Fixed Interest 25.969
Cash 11.157
Other 18.811

Morningstar Sustainability Rating Learn more

Quick Stats

as at 01 Dec 2016

APIR Code WFS0541AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.1554
Exit Price $ 1.1517
Exit Price
1 Week Change $
-0.0006

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 0.3215

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