InvestSMART

BT Busines Super - Westpac Money Market - Managed Fund (Closed)

Fund Objective
Potential risk - low, potential return - low.
Fund Strategy
Target range of assets: cash 70-100%, Australian fixed interest 0-15%, international fixed interest 0-15%, Australian shares 0-10% and property 0-10%.

Fund Performance Comparison

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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 0.03% 0.04% 0.04% 0.29% 0.39% 0.41% 0.42% 0.95%
Growth return 0.03% 0.04% 0.04% 0.29% 0.39% 0.41% 0.42% 0.95%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.31% 0.92% 1.82% 3.77% 4.09% 4.08% 2.82% 2.12%
As at 31 Jan 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Busines Super - Westpac Money Market
Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
55.40%
Australian Equities
4.75%
International Equities
3.24%
Property & Infrastructure
2%
Fixed Interest
15.92%
Alternatives
18.70%

General Information

Fund Details
Type Description
BT Busines Super - Westpac Money Market
Closed
Westpac Securities Administration Ltd
WFS0513AU
Australian Cash
star (as at 31 Mar 2013)
Superannuation Fund
7 May 1992
$0 million (as at 30 Apr 2023)
$13.0807 (as at 31 Jan 2020)
$13.0807 (as at 31 Jan 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.28% (as at 30 Jun 2016)
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 - Westpac Money Market

The objective of the BT Busines Super - Westpac Money Market managed fund is Potential risk - low, potential return - low.

The strategy of the BT Busines Super - Westpac Money Market managed fund is Target range of assets: cash 70-100%, Australian fixed interest 0-15%, international fixed interest 0-15%, Australian shares 0-10% and property 0-10%.

The APIR code of the BT Busines Super - Westpac Money Market managed fund is WFS0513AU.

BT Busines Super - Westpac Money Market’s total return last month was 0.03%. This was made up of a growth return of 0.03% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Busines Super - Westpac Money Market’s total return for the last three months was 0.04%. This was made up of a growth return of 0.04% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Busines Super - Westpac Money Market’s one-year total return is 0.29%. This was made up of a growth return of 0.29% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Busines Super - Westpac Money Market’s one-year total return is 0.41%. This was made up of a growth return of 0.41% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

The asset allocation of the BT Busines Super - Westpac Money Market 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 - Westpac Money Market managed fund is Westpac Securities Administration Ltd.

The BT Busines Super - Westpac Money Market managed fund belongs to the Australian Cash sector/asset class.

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

The BT Busines Super - Westpac Money Market managed fund has an inception date of 7 May 1992.

The current entry price of the BT Busines Super - Westpac Money Market managed fund is $13.0807 per unit and the current exit price is $13.0807 per unit (as at 31 Jan 2020).

The current exit price of the BT Busines Super - Westpac Money Market managed fund is $13.0807 per unit and the current entry price is $13.0807 per unit (as at 31 Jan 2020).

The minimum initial investment amount for the BT Busines Super - Westpac Money Market 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.