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Morningstar Fund Report

Westpac Lifetime Sup-Westpac Dync Gr NE

Retail

Fund Report | Report generated 24 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

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

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Dec-16
Fund 10.93 7.68 -0.36 4.97
+/- Cat -1.04 -0.59 -1.44 -0.13
+/- Index -3.34 -4.36 -4.35 -0.51

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.80 0.41 -0.35 58 / 402
3 Month 2.92 0.54 -0.12 79 / 402
1 Year 4.27 -1.47 -3.66 336 / 398
3 Year 4.76 -0.92 -3.48 319 / 378
5 Year 8.77 -0.30 -3.41 219 / 363

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 7.1 6.11 7.09
Sharpe Ratio 0.37 0.56 0.83
R-Squared 96.64 89.78 --
Beta 0.98 0.82 --
Alpha -3.19 -1.4 --

Fund Details

Fund Inception 18 Feb 2002
Responsible Entity Westpac Financial Services Limited
Fund Manager BT Financial Group Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Dec 2016)
14.12
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Nov 2016

Domestic Equity 40.100
International Equity 27.885
Listed Property 8.302
Unlisted Property 0.000
Domestic Fixed Interest 1.626
International Fixed Interest 2.914
Cash 3.437
Other 15.736

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 16 Jan 2017

APIR Code WFS0348AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.8694
Exit Price $ 1.8634
Exit Price
1 Week Change $
-0.0143

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 0.3207

Annual

ICR pa (30 Jun 2015) 2.6781
Max Management Fee pa 2.14%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000