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Morningstar Fund Report

Westpac Lifetime Sup-Westpac Mod Gr NE

Retail

Fund Report | Report generated 09 Dec 2016 |

Performance

30 Nov 2016

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 Nov-16
Fund 5.84 4.99 3.07 -1.28
+/- Cat -0.77 0.02 0.73 -1.62
+/- Index -2.79 -2.50 -2.50 -1.53

Trailing Total Returns

as at 30 Nov 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.36 -0.34 -0.55 207 / 246
3 Month -2.09 -0.95 -0.71 231 / 246
1 Year 1.20 -0.84 -2.87 194 / 244
3 Year 3.19 -0.40 -2.65 165 / 236
5 Year 4.61 -0.49 -2.78 173 / 230

Risk Analysis

as at 30 Nov 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 3.04 2.98 3.26
Sharpe Ratio 0.29 0.45 1.06
R-Squared 90.62 83.25 --
Beta 0.88 0.82 --
Alpha -2.16 -1.57 --

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 31 Oct 2016)
5.49
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 11.078
International Equity 8.567
Listed Property 6.378
Unlisted Property 0.000
Domestic Fixed Interest 23.457
International Fixed Interest 24.245
Cash 11.071
Other 15.204

Morningstar Sustainability Rating Learn more

Quick Stats

as at 07 Dec 2016

APIR Code WFS0350AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 1.6750
Exit Price $ 1.6720
Exit Price
1 Week Change $
0.0002

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