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Morningstar Fund Report

BT Bus Super-BT MySuper 1980s Lifestage

Retail

Fund Report | Report generated 04 Dec 2016 |

Performance

31 Oct 2016

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 Oct-16
Fund -- 10.41 -0.22 1.69
+/- Cat -- -1.24 -2.64 -0.01
+/- Index -- -4.48 -3.00 0.76

Trailing Total Returns

as at 31 Oct 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.38 0.03 0.53 9 / 17
3 Month -1.77 -0.20 0.88 10 / 18
1 Year 0.11 -2.23 -0.81 15 / 17
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Oct 2016
3-Year Risk Measures Fund Category Index
Standard Deviation -- 6.64 8.47
Sharpe Ratio -- 0.66 0.71
R-Squared -- 86.5 --
Beta -- 0.73 --
Alpha -- -0.1 --

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 42.963
International Equity 33.424
Listed Property 7.277
Unlisted Property 0.000
Domestic Fixed Interest 0.781
International Fixed Interest 1.267
Cash 4.174
Other 10.114

Morningstar Sustainability Rating Learn more

Quick Stats

as at 01 Dec 2016

APIR Code WFS0544AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1980s
Entry Price $ 1.2082
Exit Price $ 1.2043
Exit Price
1 Week Change $
0.0004

Morningstar Ratings

Overall 0
3 Year  
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 2015) 1.6600
Max Management Fee pa 0.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2015)
0.03%
Max Brokerage 0.0000