InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. BT Superannuation Savings - Managed fund profile

BT Superannuation Savings - Managed Fund (Closed)

Fund Objective
To maximise returns and provide capital security.
Fund Strategy
To invest either directly in assets or indirectly in collective investments (such as life policies or unit trusts), predominantly in short-term liquid assets such as bank bills. A portion of the underlying investments of the Fund may have an exposure to Australian and overseas corporate bonds.

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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

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 0.5% 0.87% 1.41% 2.18% 1.5% 1.32% 1.29% 2%
Growth return 0.5% 0.87% 1.41% 2.18% 1.5% 1.32% 1.29% 2%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.3% 0.91% 1.91% 4.09% 4.22% 4% 2.52% 2.06%
As at 30 Jun 2018. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Superannuation Savings
Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
44.85%
Australian Equities
3.94%
International Equities
6.69%
Property & Infrastructure
1.44%
Fixed Interest
20.69%
Alternatives
22.40%

General Information

Fund Details
Type Description
BT Superannuation Savings
Closed
Westpac Financial Services Limited
WFS0402AU
Australian Cash
starstarstar (as at 31 Mar 2013)
Superannuation Fund
13 Jan 1977
$0 million (as at 30 Jun 2018)
$12.5236 (as at 24 Jul 2018)
$12.5236 (as at 24 Jul 2018)
Finalised
Offer information
Type Description
MER 1.21% (as at 30 Jun 2003)
Indirect Cost Ratio (ICR) 1.34% (as at 30 Jun 2015)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the BT Superannuation Savings

The objective of the BT Superannuation Savings managed fund is To maximise returns and provide capital security.

The strategy of the BT Superannuation Savings managed fund is To invest either directly in assets or indirectly in collective investments (such as life policies or unit trusts), predominantly in short-term liquid assets such as bank bills. A portion of the underlying investments of the Fund may have an exposure to Australian and overseas corporate bonds.

The APIR code of the BT Superannuation Savings managed fund is WFS0402AU.

BT Superannuation Savings’s total return last month was 0.5%. This was made up of a growth return of 0.5% and an income return of 0%. These returns were calculated as at 30 Jun 2018.

BT Superannuation Savings’s total return for the last three months was 0.87%. This was made up of a growth return of 0.87% and an income return of 0%%. These returns were calculated as at 30 Jun 2018.

BT Superannuation Savings’s one-year total return is 2.18%. This was made up of a growth return of 2.18% and an income return of 0%. These returns were calculated as at 30 Jun 2018.

BT Superannuation Savings’s one-year total return is 1.32%. This was made up of a growth return of 1.32% and an income return of 0%. These returns were calculated as at 30 Jun 2018.

The asset allocation of the BT Superannuation Savings 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 Superannuation Savings managed fund is Westpac Financial Services Limited.

The BT Superannuation Savings managed fund belongs to the Australian Cash sector/asset class.

As at 30 Jun 2018, the size of the BT Superannuation Savings managed fund was $0 million.

The BT Superannuation Savings managed fund has an inception date of 13 Jan 1977.

The current entry price of the BT Superannuation Savings managed fund is $12.5236 per unit and the current exit price is $12.5236 per unit (as at 24 Jul 2018).

The current exit price of the BT Superannuation Savings managed fund is $12.5236 per unit and the current entry price is $12.5236 per unit (as at 24 Jul 2018).

The minimum initial investment amount for the BT Superannuation Savings managed fund is $0. 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.