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Morningstar Fund Report

Westpac Pers Sup Inv Growth Plus

Retail

Fund Report | Report generated 24 Feb 2017 |

Performance

31 Jan 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-14 Jun-15 Jun-16 Jan-17
Fund 12.37 9.12 0.96 4.84
+/- Cat -1.85 -1.74 1.04 -1.69
+/- Index -4.40 -5.77 -1.81 -1.55

Trailing Total Returns

as at 31 Jan 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.78 -0.22 0.74 129 / 186
3 Month 3.96 -0.43 -1.46 142 / 186
1 Year 7.44 -3.00 -3.88 168 / 182
3 Year 6.37 -0.67 -3.04 118 / 171
5 Year 9.44 -0.79 -3.85 112 / 164

Risk Analysis

as at 31 Jan 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.04 7.72 8.72
Sharpe Ratio 0.59 0.64 0.82
R-Squared 94.88 90.27 --
Beta 0.79 0.84 --
Alpha -1.43 -1.21 --

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 Dec 2016

Domestic Equity 41.566
International Equity 25.942
Listed Property 6.017
Unlisted Property 0.000
Domestic Fixed Interest 3.978
International Fixed Interest 7.895
Cash 3.766
Other 10.836

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 20 Feb 2017

APIR Code APC0424AU
Legal Type Superannuation Fund
Status Closed
Category Multisector Aggressive
Entry Price $ 5.9253
Exit Price $ 5.8663
Exit Price
1 Week Change $
0.0320

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 1.0050

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 --