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Morningstar Fund Report

BT Bus Super-BT MySuper 1980s Lifestage

Retail

Fund Report | Report generated 01 May 2017 |

Performance

31 Mar 2017

Growth of $10,000

Fund
Fund: BT Bus Super-BT MySuper 1980s Lifestage
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Life Stages – 1980s

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Mar-17
Fund -- 10.41 -0.22 9.79
+/- Cat -- -1.24 -2.64 0.64
+/- Index -- -4.48 -3.00 -0.77

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.52 0.05 -0.60 7 / 21
3 Month 2.61 -0.10 0.28 17 / 21
1 Year 11.77 -0.20 -3.35 11 / 17
3 Year 7.23 -1.39 -2.96 15 / 16
5 Year -- -- -- --

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.37 6.55 --
Sharpe Ratio 0.69 0.96 --
R-Squared 94.94 86.59 --
Beta 0.84 0.71 --
Alpha -1.56 0.6 --

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 28 Feb 2017)
384.53
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 42.634
International Equity 30.377
Listed Property 6.820
Unlisted Property 0.000
Domestic Fixed Interest 2.981
International Fixed Interest 3.900
Cash 4.337
Other 8.950

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 26 Apr 2017

APIR Code WFS0544AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1980s
Entry Price $ 1.2986
Exit Price $ 1.2940
Exit Price
1 Week Change $
0.0212

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 0.3188

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