BT Business Super Performance

Lifestages6

Fund name 1 mo 3 mo 6 mo 9 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr Inception (p.a)
BT MySuper 1940s Lifestage -0.10 0.79 2.91 4.02 4.25 4.65 N/A N/A N/A N/A 4.72
BT MySuper 1950s Lifestage -0.14 1.25 3.05 2.44 3.80 5.06 N/A N/A N/A N/A 5.40
BT MySuper 1960s Lifestage -0.19 2.28 4.10 1.77 4.36 5.41 N/A N/A N/A N/A 5.79
BT MySuper 1970s Lifestage -0.18 3.06 5.03 1.76 5.05 6.05 N/A N/A N/A N/A 6.57
BT MySuper 1980s Lifestage -0.19 3.09 4.92 1.16 4.76 5.79 N/A N/A N/A N/A 6.21
BT MySuper 1990s Lifestage -0.20 3.07 4.80 0.98 4.54 5.50 N/A N/A N/A N/A 5.94
BT MySuper 2000s Lifestage -0.23 3.52 5.00 1.04 4.77 5.90 N/A N/A N/A N/A 6.02

 

International shares1

Fund name 1 mo 3 mo 6 mo 9 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr Inception (p.a)
BT Core Global Shares2 -0.76 2.56 3.89 -2.83 -1.76 7.15 10.54 15.23 9.10 2.29 0.32
Aberdeen International Shares4 -1.88 0.75 5.06 2.41 2.88 1.17 4.82 9.91 6.14 1.21 2.89
MLC Global Shares -1.53 5.25 7.48 1.06 4.71 7.71 9.45 13.37 7.93 2.11 0.43
Partner International Shares Growth 1 -0.08 4.37 3.50 -2.67 -2.49 5.52 7.96 13.96 8.25 1.09 2.79
Partner International Shares Value 1 Closed Closed Closed Closed Closed Closed Closed Closed Closed Closed Closed
Partner International Shares Core 1 -1.80 1.90 4.92 1.24 1.58 9.49 10.72 16.23 10.24 4.61 5.40
Westpac International Share -0.80 2.73 4.30 -2.75 -1.67 6.91 9.94 14.01 7.97 1.79 2.90

 

Australian shares1

Fund name 1 mo 3 mo 6 mo 9 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr Inception (p.a)
BT Australian Sustainability Share 0.65 4.48 7.75 3.48 10.96 5.19 5.07 10.08 5.80 4.11 7.18
Colonial First Australian Shares 0.47 4.85 6.84 -1.38 6.33 3.55 4.37 9.98 5.57 4.16 6.30
Aberdeen Australian Small Companies 0.69 6.69 10.74 11.11 22.74 15.83 13.86 14.57 12.98 5.52 6.59
ONEPATH Blue Chip Australian Shares 0.56 3.51 5.36 -0.03 3.13 -1.60 -0.53 5.88 2.58 1.57 4.50
Investors Mutual Australian Share -0.47 3.61 7.76 6.73 13.58 7.29 7.38 12.36 8.92 6.36 7.84
Partner Australian Shares Core 1 0.31 4.30 7.22 2.43 8.96 3.91 4.37 10.86 6.40 3.30 5.79
Partner Australian Shares Growth 1 1.68 7.04 9.93 7.36 11.12 1.94 2.64 9.07 5.32 4.58 7.41
Partner Australian Shares Value 1 -0.11 2.97 6.91 3.72 9.58 1.71 3.59 7.93 3.35 1.53 4.67
Westpac Australian Shares 0.02 2.99 4.77 0.74 5.98 2.73 3.33 8.80 4.81 3.87 7.63

 

Diversified1

Fund name 1 mo 3 mo 6 mo 9 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr Inception (p.a)
BT Active Balanced -0.33 2.51 3.93 1.12 3.89 5.44 5.71 8.27 5.72 3.06 4.76
Colonial First State Diversified 0.08 3.06 6.25 4.94 7.39 5.38 5.92 8.83 5.45 3.15 3.45
MLC Growth -0.38 4.17 5.87 2.71 6.38 5.09 5.94 9.86 6.49 3.16 3.93
BT Multi-manager Balanced -0.33 2.79 5.63 2.88 4.83 4.26 4.70 7.63 5.47 2.18 3.92
BT Multi-manager Conservative -0.29 1.10 2.70 2.62 3.03 2.19 2.46 3.94 3.70 2.20 2.98
BT Multi-manager Growth -0.39 3.39 6.39 3.03 5.37 4.59 5.14 8.66 5.80 2.11 4.29
BT Multi-manager High Growth3 -0.43 3.81 6.40 2.93 5.60 5.57 6.10 10.01 6.49 2.39 4.51
Schroder Balanced 0.32 4.17 6.38 5.01 6.77 4.04 4.61 7.96 5.98 4.58 5.99
Westpac Balanced Growth -0.37 1.78 3.88 2.20 4.27 4.43 4.97 7.95 5.38 3.28 5.87
Westpac Dynamic Growth -0.37 2.01 4.14 1.48 4.23 4.43 5.28 8.98 5.59 3.10 6.68
Westpac Moderate Growth -0.35 0.46 2.55 3.09 3.50 4.07 4.29 5.58 4.43 3.21 4.85

 

Property1

Fund name 1 mo 3 mo 6 mo 9 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr Inception (p.a)
BT Global Property -0.80 1.32 3.33 5.76 10.21 9.52 10.26 13.00 12.43 2.74 4.21
Westpac Australian Property Securities -3.98 -1.77 5.93 11.18 16.35 16.25 14.21 16.05 9.16 0.56 5.38

 

Fixed interest1

Fund name 1 mo 3 mo 6 mo 9 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr Inception (p.a)
Macquarie Diversified Fixed Interest -0.64 1.23 3.68 4.62 3.94 3.35 3.21 3.34 4.05 3.60 3.49
Westpac Australian Fixed Interest -0.38 0.11 2.33 3.83 3.00 3.56 3.57 3.57 4.31 3.88 4.21
Westpac International Fixed Interest -0.17 -0.60 2.22 5.49 3.47 4.37 4.77 3.79 4.98 4.42 5.11

 

Cash & Capital Secure1

Fund name 1 mo 3 mo 6 mo 9 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr Inception (p.a)
Westpac Money Market 0.04 0.09 0.22 0.34 0.40 0.48 0.48 0.84 1.22 1.74 2.82

1. Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Total returns are calcuklated:

  • using withdrawal prices appropriate for the monthend; and
  • taking into account management costs, other than member fees, of the relevant investment option; and
  • taking into account earnings tax up to a maximum of 15%.

Certain other fees such as Contribution fees or Withdrawal fees (if any) are not taken into account.

2. The investment manager for this fund changed on 6 June 2006. Performance before this date may not be directly comparable.
3. Previously known as Multi-manager Diversified Shares
4. Effective 1 May 2009 the Investment Option name changed from Credit Suisse International Shares to Aberdeen International Shares.
6. Performance figures are calculated in accordance with the APRA reporting standards. Total returns are calculated using withdrawal prices appropriate for the month end and take into account management costs and the $5 per month administration fee and take into account earnings tax up to a maximum of 15%.

Investment returns are historical. Investment returns can move up or down and past performance is not necessarily indicative of future performance. Future performance is not guaranteed.

NCF = Nil Contribution Fee

Westpac Securities Administration Limited ABN 77 000 049 472, AFSL No. 233731, RSE No. L0001083 is the trustee of BT Business Super - Westpac Master Trust Superannuation Division (the Fund) ABN 81 236 903 448, RSE R1003970 and is the issuer of interests in the Fund. A Product Disclosure Statement (PDS) is available for the Fund and can be obtained by calling Customer Relations on 132 135. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of units in the Fund.

This information has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. Past performance is not a reliable indicator of future performance. The information on this page, is given in good faith and has been derived from sources believed to be accurate. It is general information only and should not be considered as a comprehensive statement on any matter and should not be relied on as such.