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About

Morningstar Fund Report

BT-Platinum International

Retail

Fund Report | Report generated 22 Feb 2018 |  Read the Analyst Research Report

Performance

31 Jan 2018

Growth of $10,000

Fund
Fund: BT-Platinum International
Index
Index: MSCI World Ex Australia NR AUD
Category
Category: Equity World Large Blend

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Jan-18
Fund 19.06 -7.91 20.79 16.03
+/- Cat -4.46 -6.22 5.56 6.00
+/- Index -6.12 -8.31 6.06 5.64

Trailing Total Returns

as at 31 Jan 2018
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.31 0.60 0.56 55 / 233
3 Month 3.62 0.52 0.38 62 / 239
1 Year 26.42 7.43 8.27 21 / 230
3 Year 10.49 0.90 0.00 75 / 191
5 Year 15.84 -0.41 -1.92 114 / 168

Risk Analysis

as at 31 Jan 2018
3-Year Risk Measures Fund Category Index
Standard Deviation 10.58 10.78 10.78
Sharpe Ratio 0.81 0.76 0.8
R-Squared 68.51 87.79 --
Beta 0.81 0.93 --
Alpha 1.6 0.17 --

Fund Details

Fund Inception 23 Jul 2003
Responsible Entity Westpac Financial Services Limited
Fund Manager Platinum Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Jan 2018)
84.03
Minimum Investment $ 5,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions Annually

Current Investment Style

as at 31 Dec 2017

Size | Large Style | Blend

Asset Allocation

% as at 31 Jan 2018

Domestic Equity 0.429
International Equity 93.343
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 6.228
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 19 Feb 2018

APIR Code WFS0092AU
Legal Type Investment Trusts
Status Open
Category Equity World Large Blend
Entry Price $ 1.4526
Exit Price $ 1.4453
Exit Price
1 Week Change $
0.0293

Morningstar Ratings

Overall 3
3 Year 3
5 Year 2
10 Year 4

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.5029

Annual

ICR pa (30 Jun 2017) 2.7700
Max Management Fee pa 2.77%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2017)
--
Max Brokerage 0.6000