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Morningstar Fund Report

BT Bus Super-BT MySuper 1950s Lifestage

Retail

Fund Report | Report generated 23 Jun 2017 |

Performance

31 May 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 May-17
Fund -- 7.50 2.86 3.86
+/- Cat -- 0.45 -0.50 -1.56
+/- Index -- -2.80 -1.72 -3.71

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.34 -0.05 0.01 13 / 19
3 Month 2.07 -0.29 -1.07 16 / 18
1 Year 3.58 -1.71 -3.22 16 / 16
3 Year 4.74 -0.65 -2.78 10 / 12
5 Year -- -- -- --

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.85 3.65 5.19
Sharpe Ratio 0.67 0.79 1.01
R-Squared 85.42 91.11 --
Beta 0.68 0.67 --
Alpha -1.03 -0.65 --

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 May 2017)
469.75
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 May 2017

Domestic Equity 16.164
International Equity 12.728
Listed Property 6.397
Unlisted Property 0.079
Domestic Fixed Interest 22.616
International Fixed Interest 25.171
Cash 12.651
Other 4.194

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 19 Jun 2017

APIR Code WFS0541AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1950s
Entry Price $ 1.2070
Exit Price $ 1.2027
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 0.3594

Annual

ICR pa (30 Jun 2016) 1.0500
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000