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About

Morningstar Fund Report

Westpac Lifetime Sup-Westpac Dync Gr NE

Retail

Fund Report | Report generated 26 Sep 2017 |

Performance

31 Aug 2017

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-15 Jun-16 Jun-17 Aug-17
Fund 7.68 -0.36 7.56 0.17
+/- Cat -0.59 -1.44 -0.99 -0.15
+/- Index -4.36 -4.35 -0.81 -0.09

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.39 -0.06 -0.26 245 / 374
3 Month -0.36 -0.22 0.48 244 / 374
1 Year 5.22 -0.59 -0.34 251 / 368
3 Year 3.97 -1.31 -3.19 319 / 356
5 Year 7.54 -0.75 -3.24 252 / 337

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 6.99 5.97 7.04
Sharpe Ratio 0.29 0.56 0.72
R-Squared 95.99 88.37 --
Beta 0.97 0.8 --
Alpha -2.9 -0.6 --

Fund Details

Fund Inception 18 Feb 2002
Responsible Entity Westpac Financial Services Limited
Fund Manager BT Investment Management (Institutional)
Base Currency $A
Net Assets $Mil
(as at 31 Aug 2017)
13.42
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2017

Domestic Equity 41.609
International Equity 32.707
Listed Property 6.650
Unlisted Property 0.000
Domestic Fixed Interest 2.576
International Fixed Interest 3.729
Cash 1.089
Other 11.640

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 20 Sep 2017

APIR Code WFS0348AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 1.9206
Exit Price $ 1.9145
Exit Price
1 Week Change $
-0.0062

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 0.3202

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