RSS feeds
Management costs
Over recent years, there have been a number of changes to the way in which the financial services industry measures ongoing fees. Explanation of fee measures.
| BT Business Super | |||||
|---|---|---|---|---|---|
| APIR Code | Fund | ICR 2006 | ICR 2005 | OGFM 2004 | MER 2003 |
| WFS0111AU | BT Active Balanced | 2.25% | 2.27% | 2.15% | 2.57% |
| WFS0082AU | BT Australian Sustainability Share | 1.99% | 1.90% | 1.90% | 3.00% |
| WFS0252AU | BT Core Australian Share | 2.28% | 2.37% | 2.48% | 2.56% |
| WFS0253AU | BT Core Global Shares | 2.28% | 2.41% | 2.41% | 2.70% |
| WFS0394AU | BT Global Property ** | 2.32% | 2.39% | N/a | N/a |
| WFS0249AU | Colonial First State Australian Shares | 2.22% | 2.27% | 2.42% | 2.46% |
| WFS0120AU | Colonial First State Diversified | 2.19% | 2.22% | 2.41% | 2.40% |
| WFS0395AU | Credit Suisse Australian Small Companies ** | 2.53% | 2.64% | N/a | N/a |
| WFS0080AU | Credit Suisse International Shares | 2.38% | 2.41% | 2.65% | 3.25% |
| WFS0083AU | ING Blue Chip Australian Shares | 1.78% | 2.18% | 2.08% | 3.05% |
| WFS0396AU | Intech High Opportunity ** | 2.43% | 2.52% | N/a | N/a |
| WFS0375AU | Investor Mutual Australian Share * | 2.09% | 1.76% | N/a | N/a |
| WFS0251AU | MLC Global Share | 2.37% | 2.41% | 2.58% | 2.66% |
| WFS0122AU | MLC Growth | 2.25% | 2.26% | 2.46% | 2.50% |
| WFS0397AU | Macquarie Diversified Fixed Interest ** | 1.86% | 2.04% | N/a | N/a |
| WFS0086AU | Multi-manager Balanced | 2.10% | 2.18% | 2.50% | 3.05% |
| WFS0087AU | Multi-manager Conservative | 2.05% | 2.04% | 2.39% | 2.95% |
| WFS0084AU | Multi-manager High Growth (formerly Multi-manager Diversified Shares) |
2.31% | 2.39% | 2.68% | 3.15% |
| WFS0085AU | Multi-manager Growth | 2.21% | 2.28% | 2.60% | 3.09% |
| WFS0371AU | Partner Australian Share Core 1 * | 2.33% | 2.36% | N/a | N/a |
| WFS0372AU | Partner Australian Share Growth 1 * | 2.24% | 2.25% | N/a | N/a |
| WFS0373AU | Partner Australian Share Value 1 * | 2.11% | 2.01% | N/a | N/a |
| WFS0398AU | Partner International Share Core 1 ** | 2.41% | 2.62% | N/a | N/a |
| WFS0376AU | Partner International Share Growth 1 * | 2.17% | 2.10% | N/a | N/a |
| WFS0374AU | Partner International Share Value 1 * | 2.30% | 2.41% | N/a | N/a |
| WFS0081AU | Schroder Balanced | 1.95% | 2.05% | 2.40% | 2.96% |
| WFS0105AU | Westpac Australian Fixed Interest | 1.80% | 1.83% | 1.92% | 2.02% |
| WFS0247AU | Westpac Australian Property Securities | 1.84% | 1.90% | 2.09% | 2.13% |
| WFS0106AU | Westpac Australian Shares | 1.89% | 1.91% | 2.11% | 2.23% |
| WFS0514AU | Westpac Balanced Growth | 2.06% | 2.07% | 2.48% | 2.21% |
| WFS0229AU | Westpac Capital Secure | 2.98% | 2.98% | 3.42% | 3.35% |
| WFS0104AU | Westpac Dynamic Growth | 2.04% | 2.04% | 2.38% | 2.24% |
| WFS0107AU | Westpac International Fixed Interest | 1.88% | 1.94% | 2.19% | 2.26% |
| WFS0108AU | Westpac International Shares | 2.02% | 2.05% | 2.41% | 2.51% |
| WFS0512AU | Westpac Moderate Growth | 1.93% | 1.96% | 2.29% | 2.10% |
| WFS0513AU | Westpac Money Market | 1.96% | 2.00% | 2.33% | 2.19% |
| BT Lifetime Super - Employer Plan | |||||
| APIR Code | Fund | ICR 2006 | ICR 2005 | OGFM 2004 | MER 2003 |
| BTA0159AU | AMP Capital Investors Listed Property | 2.32% | 2.32% | 2.33% | 0.94% |
| BTA0028AU | BT Australasian Bond | 2.02% | 2.05% | 2.07% | 1.47% |
| BTA0029AU | BT Australian Share | 1.99% | 2.01% | 2.03% | 1.16% |
| BTA0513AU | BT Balanced Returns | 2.00% | 1.99% | 2.01% | 1.85% |
| BTA0511AU | BT Cash | 1.71% | 1.70% | 1.73% | 1.00% |
| BTA0512AU | BT Conservative Outlook | 2.07% | 2.05% | 2.08% | 2.01% |
| BTA0068AU | BT Future Goals | 2.07% | 2.00% | 2.05% | 1.77% |
| BTA0030AU | BT Global Bond | 2.18% | 2.19% | 2.17% | 1.60% |
| BTA0033AU | BT International Share | 2.04% | 2.01% | 2.04% | 1.35% |
| BTA0034AU | BT Property Securities | 2.02% | 1.97% | 2.03% | 1.59% |
| BTA0160AU | Barclays Global Investors Growth | 2.14% | 2.14% | 2.17% | 0.88% |
| BTA0161AU | Colonial First State Australian Shares | 2.32% | 2.32% | 2.33% | 0.98% |
| BTA0162AU | Credit Suisse International Shares | 2.50% | 2.50% | 2.54% | 0.96% |
| BTA0164AU | ING Australian Shares | 2.30% | 2.30% | 2.29% | 1.02% |
| BTA0099AU | Investor Mutual Australian Share * | 2.30% | 2.41% | N/a | N/a |
| BTA0165AU | MLC Growth | 2.34% | 2.34% | 2.35% | 0.64% |
| BTA0163AU | Macquarie Conservative | 2.27% | 2.27% | 2.20% | 0.81% |
| BTA0224AU | Multi-manager Balanced | 2.20% | 2.20% | 2.25% | 1.13% |
| BTA0225AU | Multi-manager Conservative | 2.14% | 2.15% | 2.20% | 1.41% |
| BTA0182AU | Multi-manager High Growth (formerly Multi-manager Diversified Shares) |
2.33% | 2.33% | 2.36% | 1.68% |
| BTA0226AU | Multi-manager Growth | 2.25% | 2.25% | 2.31% | 1.67% |
| BTA0095AU | Partner Australian Shares Core 1 | 2.20% | 2.20% | 2.22% | 2.15% |
| BTA0096AU | Partner Australian Shares Growth 1 | 2.18% | 2.20% | 2.22% | 2.15% |
| BTA0097AU | Partner Australian Shares Value 1 | 2.18% | 2.20% | 2.23% | 2.15% |
| BTA0093AU | Partner International Shares Growth 1 | 2.29% | 2.30% | 2.30% | 2.25% |
| BTA0094AU | Partner International Shares Value 1 | 2.18% | 2.30% | 2.34% | 2.25% |
| BTA0247AU | Schroder Balanced | 2.26% | 2.18% | N/a | N/a |
| * N/a prior to 2005 as options commenced in 2004 ** N/a prior to 2005 as options commenced in 2005. Figures annualised for 2005 |
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