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Morningstar Fund Report

BT Bus Super-BT MySuper 1970s Lifestage

Retail

Fund Report | Report generated 21 Jul 2017 |

Performance

30 Jun 2017

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-15 Jun-16 Jun-17 Jun-17
Fund 10.22 0.47 11.29 11.29
+/- Cat -0.77 -2.46 1.58 1.58
+/- Index -4.68 -2.30 -0.31 -0.31

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.47 -0.04 0.87 11 / 20
3 Month 1.42 -0.05 0.48 14 / 17
1 Year 11.29 1.58 -0.31 10 / 17
3 Year 7.21 -0.60 -2.42 10 / 11
5 Year -- -- -- --

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 6.95 6.32 8.67
Sharpe Ratio 0.73 0.88 0.86
R-Squared 94.54 91.44 --
Beta 0.78 0.7 --
Alpha -0.73 0.26 --

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 30 Jun 2017)
1,249.75
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2017

Domestic Equity 36.531
International Equity 38.178
Listed Property 10.569
Unlisted Property 0.116
Domestic Fixed Interest 0.911
International Fixed Interest 0.912
Cash 8.059
Other 4.724

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 17 Jul 2017

APIR Code WFS0543AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1970s
Entry Price $ 1.3165
Exit Price $ 1.3117
Exit Price
1 Week Change $
0.0093

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 0.3607

Annual

ICR pa (30 Jun 2016) 1.0600
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000