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  5. BT Busines Super - Westpac Australian Property Securities - Managed fund profile

BT Busines Super - Westpac Australian Property Securities - Managed Fund (Closed)

Fund Objective
Aims to provide investors with a diversified portfolio of property investments offering potential for long term capital growth.
Fund Strategy
Invests in assets that provide an exposure to various types of properties throughout Australia such as office blocks, shopping centers and industrial buildings.

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 5.64% 3.67% 2.92% 17% 13% 10.79% 8.12% 9.89%
Growth return 5.64% 3.67% 2.92% 17% 13% 10.79% 8.12% 9.89%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 A-REIT TR)
Total return -2.51% 4.46% 14.2% 52.18% 21.11% 8.02% 6.24% 9.27%
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 Property Securities
Cash
0.89%
Property
99.11%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.83%
Property
95.02%
Australian Equities
2.12%
International Equities
0.75%
Fixed Interest
0.25%
Alternatives
0.04%

General Information

Fund Details
Type Description
BT Busines Super - Westpac Australian Property Securities
Closed
Westpac Securities Administration Ltd
WFS0247AU
Equity Australia Real Estate
starstarstar (as at 31 Jan 2020)
Superannuation Fund
1 May 2001
$0 million (as at 30 Apr 2023)
$2.8884 (as at 31 Jan 2020)
$2.874 (as at 31 Jan 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.32% (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 30 Jun 2023)

Holding (as at 30 Jun 2023) Type % of Portfolio
Goodman Group Equity 29.94%
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FAQs about the BT Busines Super - Westpac Australian Property Securities

The objective of the BT Busines Super - Westpac Australian Property Securities managed fund is Aims to provide investors with a diversified portfolio of property investments offering potential for long term capital growth.

The strategy of the BT Busines Super - Westpac Australian Property Securities managed fund is Invests in assets that provide an exposure to various types of properties throughout Australia such as office blocks, shopping centers and industrial buildings.

The APIR code of the BT Busines Super - Westpac Australian Property Securities managed fund is WFS0247AU.

BT Busines Super - Westpac Australian Property Securities’s total return last month was 5.64%. This was made up of a growth return of 5.64% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Busines Super - Westpac Australian Property Securities’s total return for the last three months was 3.67%. This was made up of a growth return of 3.67% and an income return of 0%%. These returns were calculated as at 31 Jan 2020.

BT Busines Super - Westpac Australian Property Securities’s one-year total return is 17%. This was made up of a growth return of 17% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

BT Busines Super - Westpac Australian Property Securities’s one-year total return is 10.79%. This was made up of a growth return of 10.79% and an income return of 0%. These returns were calculated as at 31 Jan 2020.

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

Cash
0.89%
Property
99.11%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

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

The BT Busines Super - Westpac Australian Property Securities managed fund belongs to the Equity Australia Real Estate sector/asset class.

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

The BT Busines Super - Westpac Australian Property Securities managed fund has an inception date of 1 May 2001.

The current entry price of the BT Busines Super - Westpac Australian Property Securities managed fund is $2.8884 per unit and the current exit price is $2.874 per unit (as at 31 Jan 2020).

The current exit price of the BT Busines Super - Westpac Australian Property Securities managed fund is $2.874 per unit and the current entry price is $2.8884 per unit (as at 31 Jan 2020).

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