Stocks Special Reports LICs Credit Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Technical Analysis SMSFs Learn
About

Morningstar Fund Report

BT Bus Super-BT MySuper 1950s Lifestage

Retail

Fund Report | Report generated 20 Feb 2017 |

Performance

31 Jan 2017

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 Jan-17
Fund -- 7.50 2.86 0.94
+/- Cat -- 0.45 -0.50 -1.08
+/- Index -- -2.80 -1.72 -2.11

Trailing Total Returns

as at 31 Jan 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.21 -0.08 0.55 12 / 19
3 Month 0.87 -0.71 -1.76 17 / 18
1 Year 2.97 -2.41 -4.47 17 / 17
3 Year 4.64 -0.55 -2.61 13 / 16
5 Year -- -- -- --

Risk Analysis

as at 31 Jan 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.9 3.8 5.28
Sharpe Ratio 0.61 0.78 0.93
R-Squared 85.72 81.67 --
Beta 0.68 0.6 --
Alpha -0.98 -0.07 --

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)
124.07
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 15.276
International Equity 11.032
Listed Property 5.045
Unlisted Property 0.000
Domestic Fixed Interest 13.259
International Fixed Interest 25.590
Cash 9.685
Other 20.113

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 16 Feb 2017

APIR Code WFS0541AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.1770
Exit Price $ 1.1728
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 0.3215

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