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Morningstar Fund Report

BT Bus Super-BT MySuper 2000s Lifestage

Retail

Fund Report | Report generated 22 Aug 2017 |

Performance

31 Jul 2017

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-15 Jun-16 Jun-17 Jul-17
Fund 10.81 -0.13 11.11 0.16
+/- Cat -0.21 -2.61 0.41 0.30
+/- Index -4.08 -2.91 -0.49 0.87

Trailing Total Returns

as at 31 Jul 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.16 0.30 0.87 6 / 27
3 Month -0.24 -0.02 1.65 12 / 24
1 Year 6.95 0.06 0.07 13 / 17
3 Year 6.31 -1.06 -2.38 9 / 11
5 Year -- -- -- --

Risk Analysis

as at 31 Jul 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.48 6.71 8.69
Sharpe Ratio 0.58 0.76 0.76
R-Squared 93.48 91.38 --
Beta 0.83 0.74 --
Alpha -1.21 0.12 --

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 Jul 2017)
0.18
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jul 2017

Domestic Equity 36.892
International Equity 38.514
Listed Property 11.542
Unlisted Property 0.126
Domestic Fixed Interest 0.971
International Fixed Interest 0.914
Cash 6.128
Other 4.914

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 17 Aug 2017

APIR Code WFS0546AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1990s and later
Entry Price $ 1.2757
Exit Price $ 1.2711
Exit Price
1 Week Change $
0.0025

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 0.3585

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