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Morningstar Fund Report

BT Index High Growth

Retail

Fund Report | Report generated 20 Aug 2017 |

Performance

31 Jul 2017

Growth of $10,000

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

Financial Year Total Returns

-- -- Jun-17 Jul-17
Fund -- -- -- -0.25
+/- Cat -- -- -- 0.05
+/- Index -- -- -- 0.47

Trailing Total Returns

as at 31 Jul 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.25 0.05 0.47 87 / 144
3 Month -1.24 -0.45 0.64 119 / 144
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Jul 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 31 Jul 2017)
20.81
Minimum Investment $ 500,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions Quarterly

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jul 2017

Domestic Equity 46.126
International Equity 42.362
Listed Property 10.263
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.249
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 17 Aug 2017

APIR Code WFS0592AU
Legal Type Investment Trusts
Status Open
Category Multisector Aggressive
Entry Price $ 1.0213
Exit Price $ 1.0186
Exit Price
1 Week Change $
0.0019

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 0.2653

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