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Morningstar Fund Report

Westpac Pers Sup Inv Growth Plus

Retail

Fund Report | Report generated 28 Jul 2017 |

Performance

30 Jun 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 Jun-17
Fund 9.12 0.96 8.95 8.95
+/- Cat -1.74 1.04 -2.61 -2.61
+/- Index -5.77 -1.81 -2.65 -2.65

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.42 0.16 0.92 54 / 176
3 Month 0.43 -0.98 -0.52 167 / 176
1 Year 8.95 -2.61 -2.65 161 / 176
3 Year 6.27 -1.04 -3.36 128 / 159
5 Year 9.78 -1.30 -4.10 128 / 151

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.04 7.72 8.67
Sharpe Ratio 0.6 0.68 0.86
R-Squared 94.6 90.37 --
Beta 0.79 0.85 --
Alpha -1.68 -1.2 --

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 30 Jun 2017

Domestic Equity 42.858
International Equity 28.353
Listed Property 5.015
Unlisted Property 0.000
Domestic Fixed Interest 6.009
International Fixed Interest 6.062
Cash 2.597
Other 9.106

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 25 Jul 2017

APIR Code APC0424AU
Legal Type Superannuation Fund
Status Closed
Category Multisector Aggressive
Entry Price $ 6.0369
Exit Price $ 5.9768
Exit Price
1 Week Change $
0.0244

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 1.0052

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 --