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Morningstar Fund Report

BT Bus Super-BT MySuper 1970s Lifestage

Retail

Fund Report | Report generated 11 Dec 2016 |

Performance

30 Nov 2016

Growth of $10,000

Fund
Fund: BT Bus Super-BT MySuper 1970s Lifestage
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1970s

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Nov-16
Fund -- 10.22 0.47 3.70
+/- Cat -- -0.77 -2.46 1.09
+/- Index -- -4.68 -2.30 -0.19

Trailing Total Returns

as at 30 Nov 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.02 0.64 -0.92 3 / 22
3 Month 0.42 0.77 0.05 10 / 22
1 Year 3.06 -1.36 -2.21 17 / 19
3 Year 6.23 -0.87 -2.51 6 / 7
5 Year -- -- -- --

Risk Analysis

as at 30 Nov 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 6.89 6.7 8.55
Sharpe Ratio 0.58 0.7 0.76
R-Squared 94.75 82.36 --
Beta 0.78 0.7 --
Alpha -1.07 0.04 --

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 43.007
International Equity 33.237
Listed Property 7.262
Unlisted Property 0.000
Domestic Fixed Interest 0.900
International Fixed Interest 1.395
Cash 4.155
Other 10.043

Morningstar Sustainability Rating Learn more

Quick Stats

as at 08 Dec 2016

APIR Code WFS0543AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1970s
Entry Price $ 1.2343
Exit Price $ 1.2304
Exit Price
1 Week Change $
0.0143

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 0.3206

Annual

ICR pa (30 Jun 2015) 1.6600
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2015)
0.03%
Max Brokerage 0.0000