InvestSMART

West State Cash Super - Managed Fund

Fund Objective
To achieve a return of at least the Bloomberg AusBond Bank Bill Index over rolling 12-month periods.
Fund Strategy

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 0.38% 1.07% 2.14% 4.44% 4.7% 4.59% 3.11% 2.46%
Growth return 0.34% 1.04% 2.12% 4.49% 4.7% 4.55% 3.04% 2.44%
Income return 0.04% 0.03% 0.02% -0.05% 0% 0.04% 0.07% 0.02%
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 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Cash
57.08%
Australian Equities
2.58%
International Equities
5.38%
Property & Infrastructure
1.39%
Fixed Interest
16.84%
Alternatives
16.73%

General Information

Fund Details
Type Description
West State Cash Super
Australian Cash
Not Rated
Superannuation Fund
7 Jan 2001
n/a
$2.5004 (as at 29 Jan 2026)
$2.5004 (as at 29 Jan 2026)
Open
Offer information
Type Description
MER 0.23% (as at 18 Sep 2024)
Savings plan comments
Redemption comments
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FAQs about the West State Cash Super

The objective of the West State Cash Super managed fund is To achieve a return of at least the Bloomberg AusBond Bank Bill Index over rolling 12-month periods.

The strategy of the West State Cash Super managed fund is

The APIR code of the West State Cash Super managed fund is .

West State Cash Super’s total return last month was 0.38%. This was made up of a growth return of 0.34% and an income return of 0.04%. These returns were calculated as at 31 Jan 2026.

West State Cash Super’s total return for the last three months was 1.07%. This was made up of a growth return of 1.04% and an income return of 0.03%%. These returns were calculated as at 31 Jan 2026.

West State Cash Super’s one-year total return is 4.44%. This was made up of a growth return of 4.49% and an income return of -0.05%. These returns were calculated as at 31 Jan 2026.

West State Cash Super’s one-year total return is 4.59%. This was made up of a growth return of 4.55% and an income return of 0.04%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the West State Cash Super managed fund is :

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

The West State Cash Super managed fund belongs to the Australian Cash sector/asset class.

As at , the size of the West State Cash Super managed fund was $ million.

The West State Cash Super managed fund has an inception date of 7 Jan 2001.

The current entry price of the West State Cash Super managed fund is $2.5004 per unit and the current exit price is $2.5004 per unit (as at 29 Jan 2026).

The current exit price of the West State Cash Super managed fund is $2.5004 per unit and the current entry price is $2.5004 per unit (as at 29 Jan 2026).

The minimum initial investment amount for the West State Cash Super 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.