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Morningstar Fund Report

BT Index Growth

Retail

Fund Report | Report generated 27 Jul 2017 |

Performance

30 Jun 2017

Growth of $10,000

Fund
Fund: BT Index Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

-- -- Jun-17 Jun-17
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.84 -0.21 0.50 107 / 144
3 Month 0.42 -0.88 -0.52 127 / 144
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 01 Aug 2016
Responsible Entity Westpac Financial Services Limited
Fund Manager BT Investment Solutions
Base Currency $A
Net Assets $Mil
(as at 30 Jun 2017)
43.99
Minimum Investment $ 500,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions Quarterly

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2017

Domestic Equity 38.798
International Equity 26.720
Listed Property 12.981
Unlisted Property 0.000
Domestic Fixed Interest 7.253
International Fixed Interest 3.281
Cash 10.969
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 24 Jul 2017

APIR Code WFS0591AU
Legal Type Investment Trusts
Status Open
Category Multisector Aggressive
Entry Price $ 0.9956
Exit Price $ 0.9932
Exit Price
1 Week Change $
-0.0062

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 0.2706

Annual

ICR pa (01 Aug 2016) 0.3300
Max Management Fee pa 0.33%
Max Admin Fee pa 0.00%
Performance Fee pa
(01 Aug 2016)
--
Max Brokerage 0.0000