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Morningstar Fund Report

BT Bus Super-BT MySuper 2000s Lifestage

Retail

Fund Report | Report generated 22 Feb 2017 |

Performance

31 Jan 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-14 Jun-15 Jun-16 Jan-17
Fund -- 10.81 -0.13 6.63
+/- Cat -- -0.21 -2.61 0.98
+/- Index -- -4.08 -2.91 0.24

Trailing Total Returns

as at 31 Jan 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.45 -0.07 1.07 14 / 23
3 Month 4.40 0.31 -1.01 9 / 21
1 Year 7.87 -2.14 -3.45 16 / 19
3 Year 6.95 -0.90 -2.46 13 / 16
5 Year -- -- -- --

Risk Analysis

as at 31 Jan 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.63 6.64 8.72
Sharpe Ratio 0.62 0.84 0.82
R-Squared 93.83 89.22 --
Beta 0.85 0.72 --
Alpha -1.28 0.35 --

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)
0.07
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Dec 2016

Domestic Equity 43.662
International Equity 31.967
Listed Property 6.925
Unlisted Property 0.000
Domestic Fixed Interest 0.259
International Fixed Interest 0.471
Cash 4.828
Other 11.888

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 16 Feb 2017

APIR Code WFS0546AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1990s and later
Entry Price $ 1.2385
Exit Price $ 1.2341
Exit Price
1 Week Change $
--

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 0.3206

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