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 1970s Lifestage

Retail

Fund Report | Report generated 26 Apr 2017 |

Performance

31 Mar 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-14 Jun-15 Jun-16 Mar-17
Fund -- 10.22 0.47 9.72
+/- Cat -- -0.77 -2.46 1.61
+/- Index -- -4.68 -2.30 -0.83

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.49 0.08 -0.63 5 / 21
3 Month 2.58 -0.03 0.24 13 / 21
1 Year 11.84 0.75 -3.28 11 / 17
3 Year 7.38 -0.84 -2.81 15 / 16
5 Year -- -- -- --

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 6.92 6.17 --
Sharpe Ratio 0.75 0.97 --
R-Squared 94.72 86.12 --
Beta 0.79 0.66 --
Alpha -1.04 0.63 --

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)
365.05
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 42.643
International Equity 30.723
Listed Property 6.834
Unlisted Property 0.000
Domestic Fixed Interest 2.999
International Fixed Interest 3.915
Cash 3.906
Other 8.980

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Apr 2017

APIR Code WFS0543AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1970s
Entry Price $ 1.2940
Exit Price $ 1.2893
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 1
3 Year 1
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 2016) 1.0600
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2016)
--
Max Brokerage 0.0000