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Morningstar Fund Report

Westpac Lifetime Sup-Westpac Bal Gr NE

Retail

Fund Report | Report generated 24 Jun 2017 |

Performance

31 May 2017

Growth of $10,000

Fund
Fund: Westpac Lifetime Sup-Westpac Bal Gr NE
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 May-17
Fund 9.10 6.80 0.77 7.00
+/- Cat -2.87 -1.46 -0.31 -2.04
+/- Index -5.18 -5.23 -3.22 -2.68

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.54 -0.70 -0.67 364 / 377
3 Month 2.16 -0.78 -1.43 328 / 376
1 Year 5.48 -1.97 -2.82 342 / 374
3 Year 4.79 -1.29 -3.73 320 / 359
5 Year 7.36 -1.74 -4.55 322 / 341

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 5.77 5.96 6.99
Sharpe Ratio 0.47 0.58 0.9
R-Squared 96.71 88.99 --
Beta 0.81 0.81 --
Alpha -2.41 -1.25 --

Fund Details

Fund Inception 17 Feb 2002
Responsible Entity Westpac Financial Services Limited
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 31 May 2017)
26.00
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 May 2017

Domestic Equity 35.107
International Equity 24.833
Listed Property 5.088
Unlisted Property 0.000
Domestic Fixed Interest 12.105
International Fixed Interest 5.031
Cash 4.114
Other 13.723

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Jun 2017

APIR Code WFS0346AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.9080
Exit Price $ 1.9023
Exit Price
1 Week Change $
-0.0154

Morningstar Ratings

Overall 2
3 Year 1
5 Year 1
10 Year 2

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 3.00%
Buy/Sell Spread 0.2993

Annual

ICR pa (30 Jun 2015) 2.6729
Max Management Fee pa 1.81%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000