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Morningstar Fund Report

BT Bus Super-BT MySuper 1990s Lifestage

Retail

Fund Report | Report generated 17 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: BT Bus Super-BT MySuper 1990s Lifestage
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1990s and later

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Dec-16
Fund -- 10.00 -0.30 6.93
+/- Cat -- -1.02 -2.78 0.98
+/- Index -- -4.90 -3.08 -1.10

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.12 0.36 -0.87 1 / 25
3 Month 3.71 0.91 -1.28 4 / 24
1 Year 4.82 -2.31 -4.43 22 / 23
3 Year 6.36 -1.32 -3.04 11 / 13
5 Year -- -- -- --

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 7.47 6.76 8.72
Sharpe Ratio 0.56 0.81 0.82
R-Squared 95.19 87.67 --
Beta 0.84 0.72 --
Alpha -1.76 0.19 --

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 30 Nov 2016

Domestic Equity 43.380
International Equity 31.347
Listed Property 7.082
Unlisted Property 0.000
Domestic Fixed Interest 0.204
International Fixed Interest 0.245
Cash 5.631
Other 12.111

Morningstar Sustainability Rating Learn more

Quick Stats

as at 12 Jan 2017

APIR Code WFS0545AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1990s and later
Entry Price $ 1.2423
Exit Price $ 1.2384
Exit Price
1 Week Change $
-0.0031

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 0.3193

Annual

ICR pa (30 Jun 2015) 1.6600
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2015)
0.02%
Max Brokerage 0.0000