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BT Busines Super - BT Foundation Units - Managed Fund (Closed)

Fund Performance Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0% 0% 0% 0% 0% 0% 0% -%
Growth return 0% 0% 0% 0% 0% 0% 0% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.35% 0.96% 1.88% 3.76% 4.06% 4.11% 2.96% 2.14%
As at 31 Dec 2013. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Busines Super - BT Foundation Units
Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
55.63%
Australian Equities
4.92%
International Equities
2.98%
Property & Infrastructure
1.98%
Fixed Interest
15.73%
Alternatives
18.77%

General Information

Fund Details
Type Description
BT Busines Super - BT Foundation Units
Closed
Westpac Securities Administration Ltd
WFS0295AU
Miscellaneous
Not Rated
Superannuation Fund
1 Jan 1992
n/a
$1.0053 (as at 3 Jan 2014)
$1.0053 (as at 3 Jan 2014)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.80% (as at 30 Jun 2013)
Performance fee (not included in ICR) Not Available
Minimum initial investment $500.00
Minimum additional investments
Minimum redemption amount
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FAQs about the BT Busines Super - BT Foundation Units

The objective of the BT Busines Super - BT Foundation Units managed fund is

The strategy of the BT Busines Super - BT Foundation Units managed fund is

The APIR code of the BT Busines Super - BT Foundation Units managed fund is WFS0295AU.

BT Busines Super - BT Foundation Units’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 31 Dec 2013.

BT Busines Super - BT Foundation Units’s total return for the last three months was 0%. This was made up of a growth return of 0% and an income return of 0%%. These returns were calculated as at 31 Dec 2013.

BT Busines Super - BT Foundation Units’s one-year total return is 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 31 Dec 2013.

BT Busines Super - BT Foundation Units’s one-year total return is 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 31 Dec 2013.

The asset allocation of the BT Busines Super - BT Foundation Units managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

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

The BT Busines Super - BT Foundation Units managed fund belongs to the Miscellaneous sector/asset class.

As at 28 Feb 2015, the size of the BT Busines Super - BT Foundation Units managed fund was $ million.

The BT Busines Super - BT Foundation Units managed fund has an inception date of 1 Jan 1992.

The current entry price of the BT Busines Super - BT Foundation Units managed fund is $1.0053 per unit and the current exit price is $1.0053 per unit (as at 3 Jan 2014).

The current exit price of the BT Busines Super - BT Foundation Units managed fund is $1.0053 per unit and the current entry price is $1.0053 per unit (as at 3 Jan 2014).

The minimum initial investment amount for the BT Busines Super - BT Foundation Units managed fund is $500. Minimum additional investment is $0.

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.