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Morningstar Fund Report

Westpac Lifetime Sup-Westpac Mod Gr NE

Retail

Fund Report | Report generated 26 Mar 2017 |

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: Westpac Lifetime Sup-Westpac Mod Gr NE
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 5.84 4.99 3.07 0.04
+/- Cat -0.77 0.02 0.73 -1.94
+/- Index -2.79 -2.50 -2.50 -2.11

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.86 0.21 0.00 37 / 236
3 Month 1.33 -0.28 -0.56 188 / 235
1 Year 2.29 -2.18 -3.57 220 / 231
3 Year 3.22 -0.41 -2.53 155 / 227
5 Year 4.46 -0.47 -2.78 170 / 222

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.07 3 --
Sharpe Ratio 0.32 0.47 --
R-Squared 90.59 83.53 --
Beta 0.88 0.82 --
Alpha -2.04 -1.46 --

Fund Details

Fund Inception 24 Feb 2002
Responsible Entity Westpac Financial Services Limited
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 28 Feb 2017)
5.35
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 11.604
International Equity 8.407
Listed Property 6.347
Unlisted Property 0.000
Domestic Fixed Interest 21.371
International Fixed Interest 23.192
Cash 12.843
Other 16.236

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 22 Mar 2017

APIR Code WFS0350AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 1.6941
Exit Price $ 1.6910
Exit Price
1 Week Change $
0.0000

Morningstar Ratings

Overall 2
3 Year 2
5 Year 2
10 Year 1

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 3.00%
Buy/Sell Spread 0.1809

Annual

ICR pa (30 Jun 2015) 2.6685
Max Management Fee pa 1.81%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000