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Morningstar Fund Report

Westpac Pers Sup Bd Performance Prtcd

Retail

Fund Report | Report generated 31 Mar 2017 |

Performance

28 Feb 2017

Growth of $10,000

Fund
Fund: Westpac Pers Sup Bd Performance Prtcd
Index
Index: Morningstar Aus Msec Moderate TR AUD
Category
Category: Multisector Moderate

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Feb-17
Fund 4.38 4.24 2.97 0.18
+/- Cat -2.23 -0.73 0.63 -1.80
+/- Index -4.25 -3.25 -2.61 -1.97

Trailing Total Returns

as at 28 Feb 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.59 -0.07 -0.28 144 / 236
3 Month 0.97 -0.63 -0.91 228 / 235
1 Year 2.03 -2.44 -3.84 223 / 231
3 Year 2.90 -0.73 -2.84 179 / 227
5 Year 3.73 -1.20 -3.51 207 / 222

Risk Analysis

as at 28 Feb 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 2.01 3 --
Sharpe Ratio 0.33 0.47 --
R-Squared 84.01 83.53 --
Beta 0.55 0.82 --
Alpha -1.24 -1.46 --

Fund Details

Fund Inception 01 May 1991
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 $ --
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 28 Feb 2017

Domestic Equity 7.000
International Equity 3.984
Listed Property 2.968
Unlisted Property 0.000
Domestic Fixed Interest 22.917
International Fixed Interest 16.192
Cash 34.869
Other 12.070

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 27 Mar 2017

APIR Code APC0414AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 3.0729
Exit Price $ 3.0423
Exit Price
1 Week Change $
0.0077

Morningstar Ratings

Overall 2
3 Year 2
5 Year 1
10 Year 2

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 4.00%
Exit Fee/Withdrawal Fee --
Buy/Sell Spread 1.0052

Annual

ICR pa (30 Jun 2013) 1.7400
Max Management Fee pa 0.93%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2013)
--
Max Brokerage 0.0000