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Morningstar Fund Report

Westpac Lifetime Sup-Westpac Aus Prop NE

Retail

Fund Report | Report generated 09 Dec 2016 |  Read the Analyst Research Report

Performance

30 Nov 2016

Growth of $10,000

Fund
Fund: Westpac Lifetime Sup-Westpac Aus Prop NE
Index
Index: S&P/ASX 300 A-REIT TR
Category
Category: Equity Australia Real Estate

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Nov-16
Fund 7.64 16.59 19.38 -8.35
+/- Cat -2.35 0.78 -1.16 -1.19
+/- Index -3.44 -3.61 -5.21 0.40

Trailing Total Returns

as at 30 Nov 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.29 0.21 -0.46 65 / 131
3 Month -10.40 -0.79 0.61 88 / 131
1 Year 6.74 -1.99 -3.57 102 / 128
3 Year 11.31 -1.07 -3.62 107 / 128
5 Year 13.01 -0.97 -3.36 96 / 123

Risk Analysis

as at 30 Nov 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 11.25 11.12 12.79
Sharpe Ratio 0.81 0.91 0.98
R-Squared 99.3 92.94 --
Beta 0.88 0.84 --
Alpha -1.86 -0.36 --

Fund Details

Fund Inception 20 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)
5.98
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Oct 2016

Size | Large Style | Blend

Asset Allocation

% as at 31 Oct 2016

Domestic Equity 0.000
International Equity 0.000
Listed Property 97.298
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 2.702
Other 0.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at 07 Dec 2016

APIR Code WFS0352AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Real Estate
Entry Price $ 1.8010
Exit Price $ 1.7921
Exit Price
1 Week Change $
0.0018

Morningstar Ratings

Overall 3
3 Year 2
5 Year 2
10 Year 3

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 3.00%
Buy/Sell Spread 0.4999

Annual

ICR pa (30 Jun 2015) 2.6908
Max Management Fee pa 1.85%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000