BT Busines Super - BT Conservative Outlook - Managed Fund (Closed)

Fund Objective

The Fund aims to earn consistent returns in the medium term, while maintaining the stability of the capital invested.

Fund Strategy

The Fund invests in a high proportion of defensive assets with some exposure to growth assets.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	0.76%	2.49%	4.34%	8.1%	7.55%	7.5%	4.27%	-%
Growth return	0.76%	2.49%	4.34%	8.1%	7.55%	7.5%	4.27%	-%
Income return	0%	0%	0%	0%	0%	0%	0%	-%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return	1.69%	0.16%	-0.16%	5.41%	6.58%	5.77%	3.23%	4.33%

As at 28 Feb 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Busines Super - BT Conservative Outlook

Australian Equities: 9.12%

International Equities: 16.90%

Cash: 13.43%

Property & Infrastructure: 4.19%

Fixed Interest: 47.28%

Alternatives: 9.08%

Average Allocation of Peers

Australian Equities: 11.38%

International Equities: 15.06%

Cash: 12.41%

Property & Infrastructure: 3.44%

Fixed Interest: 51.99%

Alternatives: 5.72%

General Information

Fund Details

Type	Description
Fund Name	BT Busines Super - BT Conservative Outlook
Fund Status	Closed
Responsible Entity	Westpac Securities Administration Ltd
APIR Code	WFS0119AU
Sector/Asset Class	Multisector Moderate
Morningstar Rating	Not Rated
Legal Structure	Superannuation Fund
Fund Inception	1 May 2000
Fund Size	n/a
Entry Price	n/a
Exit Price	$1.2477 (as at 24 Mar 2006)
Fund Status	Finalised

Offer information

Type	Description
Indirect Cost Ratio (ICR)	2.06% (as at 30 Jun 2005)

Top 10 holdings (as at 30 Nov 2025)

Holding (as at 30 Nov 2025)	Type	% of Portfolio
Perpetual Active Fixed Interest Fund	Mutual Fund - Open End	11.85%
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FAQs about the BT Busines Super - BT Conservative Outlook

What is the objective of the BT Busines Super - BT Conservative Outlook managed fund?

The objective of the BT Busines Super - BT Conservative Outlook managed fund is The Fund aims to earn consistent returns in the medium term, while maintaining the stability of the capital invested.

What is the strategy for the BT Busines Super - BT Conservative Outlook managed fund?

The strategy of the BT Busines Super - BT Conservative Outlook managed fund is The Fund invests in a high proportion of defensive assets with some exposure to growth assets.

What is the APIR code of the BT Busines Super - BT Conservative Outlook managed fund?

The APIR code of the BT Busines Super - BT Conservative Outlook managed fund is WFS0119AU.

What was BT Busines Super - BT Conservative Outlook’s total return last month?

BT Busines Super - BT Conservative Outlook’s total return last month was 0.76%. This was made up of a growth return of 0.76% and an income return of 0%. These returns were calculated as at 28 Feb 2006.

What was BT Busines Super - BT Conservative Outlook’s total return for the last three months?

BT Busines Super - BT Conservative Outlook’s total return for the last three months was 2.49%. This was made up of a growth return of 2.49% and an income return of 0%%. These returns were calculated as at 28 Feb 2006.

What is BT Busines Super - BT Conservative Outlook’s one-year total return?

BT Busines Super - BT Conservative Outlook’s one-year total return is 8.1%. This was made up of a growth return of 8.1% and an income return of 0%. These returns were calculated as at 28 Feb 2006.

What is BT Busines Super - BT Conservative Outlook’s three-year total return?

BT Busines Super - BT Conservative Outlook’s one-year total return is 7.5%. This was made up of a growth return of 7.5% and an income return of 0%. These returns were calculated as at 28 Feb 2006.

What is the asset allocation of the BT Busines Super - BT Conservative Outlook managed fund?

The asset allocation of the BT Busines Super - BT Conservative Outlook managed fund is :

Australian Equities: 9.12%

International Equities: 16.90%

Cash: 13.43%

Property & Infrastructure: 4.19%

Fixed Interest: 47.28%

Alternatives: 9.08%

Who is the responsible Entity of the BT Busines Super - BT Conservative Outlook managed fund?

The Responsible Entity for the BT Busines Super - BT Conservative Outlook managed fund is Westpac Securities Administration Ltd.

What sector/asset class does the BT Busines Super - BT Conservative Outlook managed fund belong to?

The BT Busines Super - BT Conservative Outlook managed fund belongs to the Multisector Moderate sector/asset class.

What is the size of the BT Busines Super - BT Conservative Outlook managed fund?

As at 28 Feb 2013, the size of the BT Busines Super - BT Conservative Outlook managed fund was $ million.

What is the inception date of the BT Busines Super - BT Conservative Outlook managed fund?

The BT Busines Super - BT Conservative Outlook managed fund has an inception date of 1 May 2000.

What is the current entry price of the BT Busines Super - BT Conservative Outlook managed fund?

The current entry price of the BT Busines Super - BT Conservative Outlook managed fund is $ per unit and the current exit price is $1.2477 per unit (as at 24 Mar 2006).

What is the current exit price of the BT Busines Super - BT Conservative Outlook managed fund?

The current exit price of the BT Busines Super - BT Conservative Outlook managed fund is $1.2477 per unit and the current entry price is $ per unit (as at 24 Mar 2006).

What is the minimum investment amount for the BT Busines Super - BT Conservative Outlook managed fund?

The minimum initial investment amount for the BT Busines Super - BT Conservative Outlook managed fund is $.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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