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Morningstar Fund Report

Westpac Lifetime Sup-Westpac Bal Gr NE

Retail

Fund Report | Report generated 27 Apr 2017 |

Performance

31 Mar 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 Mar-17
Fund 9.10 6.80 0.77 6.28
+/- Cat -2.87 -1.46 -0.31 -1.12
+/- Index -5.18 -5.23 -3.22 -1.37

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.47 0.08 -0.21 165 / 403
3 Month 2.14 -0.07 0.08 229 / 402
1 Year 8.40 -1.43 -3.38 347 / 395
3 Year 5.27 -0.99 -3.46 326 / 382
5 Year 7.02 -1.24 -4.10 325 / 364

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 5.75 5.96 --
Sharpe Ratio 0.54 0.61 --
R-Squared 96.86 88.87 --
Beta 0.81 0.81 --
Alpha -2.12 -1.18 --

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 Mar 2017)
26.39
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2017

Domestic Equity 36.884
International Equity 23.270
Listed Property 5.975
Unlisted Property 0.000
Domestic Fixed Interest 12.262
International Fixed Interest 6.083
Cash 2.444
Other 13.082

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Apr 2017

APIR Code WFS0346AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.9041
Exit Price $ 1.8984
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 2
3 Year 1
5 Year 2
10 Year 2

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 3.00%
Buy/Sell Spread 0.3005

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