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Morningstar Fund Report

Westpac Lifetime Sup-Westpac Cons Gr NEF

Retail

Fund Report | Report generated 24 Mar 2017 |  Read the Analyst Research Report

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: Westpac Lifetime Sup-Westpac Cons Gr NEF
Index
Index: Morningstar Aus Msec Moderate TR AUD
Category
Category: Multisector Moderate

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Feb-17
Fund 3.55 3.29 2.11 -0.35
+/- Cat -3.06 -1.68 -0.23 -2.33
+/- Index -5.08 -4.20 -3.46 -2.50

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.53 -0.13 -0.34 162 / 236
3 Month 0.79 -0.82 -1.09 235 / 235
1 Year 1.24 -3.23 -4.63 228 / 231
3 Year 2.03 -1.60 -3.72 222 / 227
5 Year 2.83 -2.09 -4.40 219 / 222

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 2.02 3 --
Sharpe Ratio -0.1 0.47 --
R-Squared 84.16 83.53 --
Beta 0.56 0.82 --
Alpha -2.1 -1.46 --

Fund Details

Fund Inception 25 Mar 2002
Responsible Entity Westpac Financial Services Limited
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 28 Feb 2017)
1.27
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Sep 2016

Size | Large Style | Blend

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 12.139
International Equity 10.869
Listed Property 2.842
Unlisted Property 3.714
Domestic Fixed Interest 40.394
International Fixed Interest 5.320
Cash 23.672
Other 1.050

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 17 Mar 2017

APIR Code WFS0347AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 1.5578
Exit Price $ 1.5558
Exit Price
1 Week Change $
0.0023

Morningstar Ratings

Overall 1
3 Year 1
5 Year 1
10 Year 1

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 3.00%
Buy/Sell Spread 0.1299

Annual

ICR pa (30 Jun 2015) 2.6639
Max Management Fee pa 1.82%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000