BT Busines Super - Westpac Australian Shares - Managed Fund (Closed)

Fund Objective

The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 Accumulation Index over the medium to long term.

Fund Strategy

This Fund is designed for investors who want the potential for long term capital growth and tax effective income, diversification across a broad range of Australian companies and industries and are prepared to accept higher variability of returns. The Fund may also hold cash and may use derivatives.

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	4.74%	6.73%	6.5%	23.73%	10.93%	10.67%	7.05%	7.3%
Growth return	4.74%	6.73%	6.5%	23.73%	10.93%	10.67%	7.05%	7.3%
Income return	0%	0%	0%	0%	0%	0%	0%	0%
Market index (S&P/ASX 200 TR AUD)
Total return	1.15%	-4.03%	3.01%	6.89%	10.08%	11.02%	8.1%	9.1%

As at 31 Jan 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Busines Super - Westpac Australian Shares

Australian Equities: 96.81%

Cash: 3.19%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 96.31%

Cash: -0.78%

International Equities: 3.81%

Property & Infrastructure: 1.14%

Fixed Interest: -0.46%

Alternatives: -0.02%

General Information

Fund Details

Type	Description
Fund Name	BT Busines Super - Westpac Australian Shares
Fund Status	Closed
Responsible Entity	Westpac Securities Administration Ltd
APIR Code	WFS0106AU
Sector/Asset Class	Equity Australia Large Blend
Morningstar Rating	(as at 31 Jan 2020)
Legal Structure	Superannuation Fund
Fund Inception	15 Nov 1995
Fund Size	$0 million (as at 30 Apr 2023)
Entry Price	$7.5201 (as at 31 Jan 2020)
Exit Price	$7.4827 (as at 31 Jan 2020)
Fund Status	Finalised

Offer information

Type	Description
Indirect Cost Ratio (ICR)	2.34% (as at 30 Jun 2016)
Performance fee (not included in ICR)	Not Available
Minimum initial investment	$500.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Aug 2017)

Holding (as at 31 Aug 2017)	Type	% of Portfolio
Commonwealth Bank of Australia	Equity	10.51%
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FAQs about the BT Busines Super - Westpac Australian Shares

What is the objective of the BT Busines Super - Westpac Australian Shares managed fund?

The objective of the BT Busines Super - Westpac Australian Shares managed fund is The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 Accumulation Index over the medium to long term.

What is the strategy for the BT Busines Super - Westpac Australian Shares managed fund?

The strategy of the BT Busines Super - Westpac Australian Shares managed fund is This Fund is designed for investors who want the potential for long term capital growth and tax effective income, diversification across a broad range of Australian companies and industries and are prepared to accept higher variability of returns. The Fund may also hold cash and may use derivatives.

What is the APIR code of the BT Busines Super - Westpac Australian Shares managed fund?

The APIR code of the BT Busines Super - Westpac Australian Shares managed fund is WFS0106AU.

What was BT Busines Super - Westpac Australian Shares’s total return last month?

BT Busines Super - Westpac Australian Shares’s total return last month was 4.74%. This was made up of a growth return of 4.74% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

What was BT Busines Super - Westpac Australian Shares’s total return for the last three months?

BT Busines Super - Westpac Australian Shares’s total return for the last three months was 6.73%. This was made up of a growth return of 6.73% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

What is BT Busines Super - Westpac Australian Shares’s one-year total return?

BT Busines Super - Westpac Australian Shares’s one-year total return is 23.73%. This was made up of a growth return of 23.73% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

What is BT Busines Super - Westpac Australian Shares’s three-year total return?

BT Busines Super - Westpac Australian Shares’s one-year total return is 10.67%. This was made up of a growth return of 10.67% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

What is the asset allocation of the BT Busines Super - Westpac Australian Shares managed fund?

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

Australian Equities: 96.81%

Cash: 3.19%

International Equities: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the BT Busines Super - Westpac Australian Shares managed fund?

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

What sector/asset class does the BT Busines Super - Westpac Australian Shares managed fund belong to?

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

What is the size of the BT Busines Super - Westpac Australian Shares managed fund?

As at 30 Apr 2023, the size of the BT Busines Super - Westpac Australian Shares managed fund was $0 million.

What is the inception date of the BT Busines Super - Westpac Australian Shares managed fund?

The BT Busines Super - Westpac Australian Shares managed fund has an inception date of 15 Nov 1995.

What is the current entry price of the BT Busines Super - Westpac Australian Shares managed fund?

The current entry price of the BT Busines Super - Westpac Australian Shares managed fund is $7.5201 per unit and the current exit price is $7.4827 per unit (as at 31 Jan 2020).

What is the current exit price of the BT Busines Super - Westpac Australian Shares managed fund?

The current exit price of the BT Busines Super - Westpac Australian Shares managed fund is $7.4827 per unit and the current entry price is $7.5201 per unit (as at 31 Jan 2020).

What is the minimum investment amount for the BT Busines Super - Westpac Australian Shares managed fund?

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

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