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Morningstar Fund Report

Westpac Lifetime Sup-Westpac Cons Gr NEF

Retail

Fund Report | Report generated 19 Aug 2017 |  Read the Analyst Research Report

Performance

31 Jul 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-15 Jun-16 Jun-17 Jul-17
Fund 3.29 2.11 -0.06 -0.06
+/- Cat -1.68 -0.23 -3.41 -0.01
+/- Index -4.20 -3.46 -3.78 -0.02

Trailing Total Returns

as at 31 Jul 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.06 -0.01 -0.02 119 / 227
3 Month -0.47 -0.33 -0.09 188 / 226
1 Year -0.76 -2.61 -2.76 221 / 224
3 Year 1.55 -1.73 -3.67 212 / 217
5 Year 2.41 -2.36 -4.40 206 / 209

Risk Analysis

as at 31 Jul 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 2 3.02 3.34
Sharpe Ratio -0.28 0.38 0.92
R-Squared 84.06 83.08 --
Beta 0.54 0.81 --
Alpha -2.21 -1.4 --

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 31 Jul 2017)
1.24
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Mar 2017

Size | Large Style | Value

Asset Allocation

% as at 31 Jul 2017

Domestic Equity 10.047
International Equity 12.656
Listed Property 2.769
Unlisted Property 3.635
Domestic Fixed Interest 39.397
International Fixed Interest 3.866
Cash 26.590
Other 1.040

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 15 Aug 2017

APIR Code WFS0347AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 1.5670
Exit Price $ 1.5650
Exit Price
1 Week Change $
0.0016

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 0.1305

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