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 2000s Lifestage

Retail

Fund Report | Report generated 11 Dec 2016 |

Performance

30 Nov 2016

Growth of $10,000

Fund
Fund: BT Bus Super-BT MySuper 2000s 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 Nov-16
Fund -- 10.81 -0.13 4.01
+/- Cat -- -0.21 -2.61 0.92
+/- Index -- -4.08 -2.91 0.12

Trailing Total Returns

as at 30 Nov 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.83 0.27 -1.10 5 / 25
3 Month 0.22 0.41 -0.15 12 / 25
1 Year 2.25 -2.12 -3.02 22 / 22
3 Year 5.76 -1.28 -2.98 5 / 8
5 Year -- -- -- --

Risk Analysis

as at 30 Nov 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 7.52 7 8.55
Sharpe Ratio 0.48 0.61 0.76
R-Squared 92.42 88.85 --
Beta 0.84 0.77 --
Alpha -1.88 -0.79 --

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 42.395
International Equity 32.768
Listed Property 7.198
Unlisted Property 0.000
Domestic Fixed Interest 0.720
International Fixed Interest 1.040
Cash 5.855
Other 10.024

Morningstar Sustainability Rating Learn more

Quick Stats

as at 08 Dec 2016

APIR Code WFS0546AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1990s and later
Entry Price $ 1.2021
Exit Price $ 1.1983
Exit Price
1 Week Change $
0.0134

Morningstar Ratings

Overall 3
3 Year 3
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) 1.6500
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2015)
0.01%
Max Brokerage 0.0000