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  5. Westpac Lifetime Superannuation - BT Cash Plus - Managed fund profile

Westpac Lifetime Superannuation - BT Cash Plus - Managed Fund (Closed)

Fund Objective
To maximise returns over the short term while maintaining an investment that is not usually subject to fluctuations in capital value. Invests mainly in short term liquid assets such as bank bills with some exposure to a broad range of securities such as Australian and overseas corporate bonds in order to enhance returns.
Fund Strategy
An unlisted Superannuation Fund which invests primarily in Currency in Global Markets with an objective of providing capital growth.

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% 0.01% 0.03% 0.14% 0.33% 0.35% 0.44% 1.07%
Growth return 0% 0.01% 0.03% 0.14% 0.33% 0.35% 0.44% 1.07%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.36% 1.07% 2.15% 4.21% 3.33% 2.23% 1.56% 1.82%
As at 31 Jul 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Westpac Lifetime Superannuation - BT Cash Plus
Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
46.42%
Australian Equities
5.98%
International Equities
9.98%
Property
2.07%
Fixed Interest
15.60%
Alternatives
19.95%

General Information

Fund Details
Type Description
Westpac Lifetime Superannuation - BT Cash Plus
Closed
Westpac Financial Services Limited
WFS0118AU
Australian Cash
starstarstar (as at 31 Mar 2013)
Superannuation Fund
23 Aug 2000
$0 million (as at 30 Apr 2023)
$1.5365 (as at 17 Aug 2020)
$1.5365 (as at 17 Aug 2020)
Finalised
Offer information
Type Description
Standard entry fee 3%
Indirect Cost Ratio (ICR) 1.89% (as at 30 Jun 2015)
Minimum initial investment $3,000.00

FAQs about the Westpac Lifetime Superannuation - BT Cash Plus

The objective of the Westpac Lifetime Superannuation - BT Cash Plus managed fund is To maximise returns over the short term while maintaining an investment that is not usually subject to fluctuations in capital value. Invests mainly in short term liquid assets such as bank bills with some exposure to a broad range of securities such as Australian and overseas corporate bonds in order to enhance returns.

The strategy of the Westpac Lifetime Superannuation - BT Cash Plus managed fund is An unlisted Superannuation Fund which invests primarily in Currency in Global Markets with an objective of providing capital growth.

The APIR code of the Westpac Lifetime Superannuation - BT Cash Plus managed fund is WFS0118AU.

Westpac Lifetime Superannuation - BT Cash Plus’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 31 Jul 2020.

Westpac Lifetime Superannuation - BT Cash Plus’s total return for the last three months was 0.01%. This was made up of a growth return of 0.01% and an income return of 0%%. These returns were calculated as at 31 Jul 2020.

Westpac Lifetime Superannuation - BT Cash Plus’s one-year total return is 0.14%. This was made up of a growth return of 0.14% and an income return of 0%. These returns were calculated as at 31 Jul 2020.

Westpac Lifetime Superannuation - BT Cash Plus’s one-year total return is 0.35%. This was made up of a growth return of 0.35% and an income return of 0%. These returns were calculated as at 31 Jul 2020.

The asset allocation of the Westpac Lifetime Superannuation - BT Cash Plus managed fund is :

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

The Responsible Entity for the Westpac Lifetime Superannuation - BT Cash Plus managed fund is Westpac Financial Services Limited.

The Westpac Lifetime Superannuation - BT Cash Plus managed fund belongs to the Australian Cash sector/asset class.

As at 30 Apr 2023, the size of the Westpac Lifetime Superannuation - BT Cash Plus managed fund was $0 million.

The Westpac Lifetime Superannuation - BT Cash Plus managed fund has an inception date of 23 Aug 2000.

The current entry price of the Westpac Lifetime Superannuation - BT Cash Plus managed fund is $1.5365 per unit and the current exit price is $1.5365 per unit (as at 17 Aug 2020).

The current exit price of the Westpac Lifetime Superannuation - BT Cash Plus managed fund is $1.5365 per unit and the current entry price is $1.5365 per unit (as at 17 Aug 2020).

The minimum initial investment amount for the Westpac Lifetime Superannuation - BT Cash Plus managed fund is $3,000.

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.