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Morningstar Fund Report

BT Index High Growth

Retail

Fund Report | Report generated 23 Apr 2017 |

Performance

31 Mar 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

-- -- -- Mar-17
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.00 0.08 -0.12 56 / 147
3 Month 2.84 -0.06 0.50 81 / 147
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 Mar 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 28 Feb 2017)
7.57
Minimum Investment $ 500,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions Quarterly

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2017

Domestic Equity 44.699
International Equity 40.540
Listed Property 9.205
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 5.556
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 20 Apr 2017

APIR Code WFS0592AU
Legal Type Investment Trusts
Status Open
Category Multisector Aggressive
Entry Price $ 1.0715
Exit Price $ 1.0674
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 0.3807

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