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Morningstar Fund Report

Westpac Lifetime Sup-Westpac Mod Gr NE

Retail

Fund Report | Report generated 18 Aug 2017 |

Performance

31 Jul 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-15 Jun-16 Jun-17 Jul-17
Fund 4.99 3.07 0.53 -0.08
+/- Cat 0.02 0.73 -2.82 -0.02
+/- Index -2.50 -2.50 -3.18 -0.03

Trailing Total Returns

as at 31 Jul 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.08 -0.02 -0.03 128 / 227
3 Month -0.69 -0.55 -0.31 207 / 226
1 Year -0.58 -2.43 -2.58 220 / 224
3 Year 2.51 -0.77 -2.71 177 / 217
5 Year 3.94 -0.83 -2.88 175 / 209

Risk Analysis

as at 31 Jul 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.04 3.02 3.34
Sharpe Ratio 0.14 0.38 0.92
R-Squared 90.12 83.08 --
Beta 0.86 0.81 --
Alpha -2.21 -1.4 --

Fund Details

Fund Inception 24 Feb 2002
Responsible Entity Westpac Financial Services Limited
Fund Manager BT Investment Management (Institutional)
Base Currency $A
Net Assets $Mil
(as at 31 Jul 2017)
5.24
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jul 2017

Domestic Equity 12.604
International Equity 9.597
Listed Property 5.506
Unlisted Property 0.000
Domestic Fixed Interest 24.997
International Fixed Interest 18.629
Cash 14.080
Other 14.586

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 15 Aug 2017

APIR Code WFS0350AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 1.7104
Exit Price $ 1.7074
Exit Price
1 Week Change $
0.0024

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 0.1804

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