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About

Morningstar Fund Report

Westpac Pers Sup Inv Growth Plus

Retail

Fund Report | Report generated 24 Sep 2017 |

Performance

31 Aug 2017

Growth of $10,000

Fund
Fund: Westpac Pers Sup Inv Growth Plus
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Aug-17
Fund 9.12 0.96 8.95 0.41
+/- Cat -1.74 1.04 -2.68 -0.02
+/- Index -5.77 -1.81 -2.68 0.35

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.52 -0.05 -0.22 112 / 175
3 Month -0.01 0.08 1.18 63 / 175
1 Year 6.58 -1.67 -1.33 148 / 175
3 Year 5.34 -1.28 -3.22 130 / 162
5 Year 8.99 -1.37 -3.92 134 / 151

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 6.98 7.65 8.67
Sharpe Ratio 0.48 0.63 0.75
R-Squared 94.71 89.82 --
Beta 0.78 0.84 --
Alpha -1.75 -0.71 --

Fund Details

Fund Inception 01 Oct 1992
Responsible Entity Westpac Life Insurance Services Limited
Fund Manager Westpac Life Insurance Services Limited
Base Currency $A
Net Assets $Mil
(as at 31 Jan 2015)
13.86
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2017

Domestic Equity 42.197
International Equity 29.091
Listed Property 5.013
Unlisted Property 0.000
Domestic Fixed Interest 6.032
International Fixed Interest 6.011
Cash 2.500
Other 9.157

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 20 Sep 2017

APIR Code APC0424AU
Legal Type Superannuation Fund
Status Closed
Category Multisector Aggressive
Entry Price $ 6.0928
Exit Price $ 6.0322
Exit Price
1 Week Change $
-0.0181

Morningstar Ratings

Overall 3
3 Year 2
5 Year 2
10 Year 4

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 1.0048

Annual

ICR pa (30 Jun 2013) 1.1500
Max Management Fee pa 0.93%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2013)
--
Max Brokerage --