InvestSMART

BT Busines Super - Westpac Australian Eco Share - Managed Fund (Closed)

Fund Objective
To achieve returns in line with the Westpac Australian Eco Share Fund, before fees and taxes.
Fund Strategy
Invests either directly in the Westpac Australian Eco Share Fund or indirectly through collective investments (such as life policies or unit trusts) which in turn invest in that Fund. Asset allocation ranges (with benchmark in brackets): income-only investments 0-5% (2.5%), Australian shares 95-100% (97.5%).

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.1% 5.21% 9.3% 16.11% 19.63% 19.85% -% -%
Growth return 0.1% 5.21% 9.3% 16.11% 19.63% 19.85% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return -7.15% -1.61% -2.61% 11.67% 7.17% 9.54% 8.63% 9.44%
As at 28 Feb 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Busines Super - Westpac Australian Eco Share
Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
96.16%
International Equities
3.97%
Cash
-0.82%
Property & Infrastructure
1.14%
Fixed Interest
-0.44%
Alternatives
-0.01%

General Information

Fund Details
Type Description
BT Busines Super - Westpac Australian Eco Share
Closed
Westpac Securities Administration Ltd
WFS0246AU
Equity Australia Large Blend
Not Rated
Superannuation Fund
1 May 2001
$2.3 million (as at 28 Feb 2006)
n/a
$1.5311 (as at 24 Mar 2006)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.25% (as at 30 Jun 2005)
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the BT Busines Super - Westpac Australian Eco Share

The objective of the BT Busines Super - Westpac Australian Eco Share managed fund is To achieve returns in line with the Westpac Australian Eco Share Fund, before fees and taxes.

The strategy of the BT Busines Super - Westpac Australian Eco Share managed fund is Invests either directly in the Westpac Australian Eco Share Fund or indirectly through collective investments (such as life policies or unit trusts) which in turn invest in that Fund. Asset allocation ranges (with benchmark in brackets): income-only investments 0-5% (2.5%), Australian shares 95-100% (97.5%).

The APIR code of the BT Busines Super - Westpac Australian Eco Share managed fund is WFS0246AU.

BT Busines Super - Westpac Australian Eco Share’s total return last month was 0.1%. This was made up of a growth return of 0.1% and an income return of 0%. These returns were calculated as at 28 Feb 2006.

BT Busines Super - Westpac Australian Eco Share’s total return for the last three months was 5.21%. This was made up of a growth return of 5.21% and an income return of 0%%. These returns were calculated as at 28 Feb 2006.

BT Busines Super - Westpac Australian Eco Share’s one-year total return is 16.11%. This was made up of a growth return of 16.11% and an income return of 0%. These returns were calculated as at 28 Feb 2006.

BT Busines Super - Westpac Australian Eco Share’s one-year total return is 19.85%. This was made up of a growth return of 19.85% and an income return of 0%. These returns were calculated as at 28 Feb 2006.

The asset allocation of the BT Busines Super - Westpac Australian Eco Share managed fund is :

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

The Responsible Entity for the BT Busines Super - Westpac Australian Eco Share managed fund is Westpac Securities Administration Ltd.

The BT Busines Super - Westpac Australian Eco Share managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 28 Feb 2006, the size of the BT Busines Super - Westpac Australian Eco Share managed fund was $2.3 million.

The BT Busines Super - Westpac Australian Eco Share managed fund has an inception date of 1 May 2001.

The current entry price of the BT Busines Super - Westpac Australian Eco Share managed fund is $ per unit and the current exit price is $1.5311 per unit (as at 24 Mar 2006).

The current exit price of the BT Busines Super - Westpac Australian Eco Share managed fund is $1.5311 per unit and the current entry price is $ per unit (as at 24 Mar 2006).

The minimum initial investment amount for the BT Busines Super - Westpac Australian Eco Share 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.