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Morningstar Fund Report

BT Bus Super-BT MySuper 1980s Lifestage

Retail

Fund Report | Report generated 28 Jul 2017 |

Performance

30 Jun 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-15 Jun-16 Jun-17 Jun-17
Fund 10.41 -0.22 11.36 11.36
+/- Cat -1.24 -2.64 0.49 0.49
+/- Index -4.48 -3.00 -0.24 -0.24

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.47 -0.06 0.88 10 / 20
3 Month 1.43 -0.13 0.49 12 / 17
1 Year 11.36 0.49 -0.24 10 / 13
3 Year 7.05 -1.18 -2.58 10 / 11
5 Year -- -- -- --

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.4 6.63 8.67
Sharpe Ratio 0.67 0.87 0.86
R-Squared 94.67 91.49 --
Beta 0.83 0.73 --
Alpha -1.23 0.18 --

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 30 Jun 2017)
965.59
Minimum Investment $ 500
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2017

Domestic Equity 36.547
International Equity 38.196
Listed Property 10.574
Unlisted Property 0.116
Domestic Fixed Interest 0.911
International Fixed Interest 0.912
Cash 8.018
Other 4.726

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 25 Jul 2017

APIR Code WFS0544AU
Legal Type Superannuation Fund
Status Open
Category Multisector Life Stages – 1980s
Entry Price $ 1.2996
Exit Price $ 1.2949
Exit Price
1 Week Change $
0.0052

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 0.3608

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