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Morningstar Fund Report

Westpac Pers Sup Inv Managed Growth

Retail

Fund Report | Report generated 25 Mar 2017 |

Performance

28 Feb 2017

Growth of $10,000

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

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Feb-17
Fund 10.48 8.26 2.07 5.64
+/- Cat -1.49 -0.01 0.99 -0.28
+/- Index -3.80 -3.77 -1.91 -0.24

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.51 0.37 -0.03 55 / 401
3 Month 3.45 0.24 -0.09 120 / 398
1 Year 9.35 -0.60 -2.34 244 / 392
3 Year 5.93 0.35 -1.84 132 / 379
5 Year 8.43 0.10 -2.80 150 / 363

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 5.74 5.98 --
Sharpe Ratio 0.65 0.56 --
R-Squared 96.85 89 --
Beta 0.8 0.8 --
Alpha -0.73 -1.07 --

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 28 Feb 2015)
--
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 36.002
International Equity 22.908
Listed Property 5.935
Unlisted Property 0.000
Domestic Fixed Interest 11.957
International Fixed Interest 6.072
Cash 4.050
Other 13.075

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Mar 2017

APIR Code APC0425AU
Legal Type Superannuation Fund
Status Closed
Category Multisector Growth
Entry Price $ 5.1606
Exit Price $ 5.1092
Exit Price
1 Week Change $
-0.0074

Morningstar Ratings

Overall 4
3 Year 3
5 Year 3
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 0.91%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2013)
--
Max Brokerage --