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Morningstar Fund Report

Westpac Active Moderate Trust

Retail

Fund Report | Report generated 01 May 2017 |

Performance

31 Mar 2017

Growth of $10,000

Fund
Fund: Westpac Active Moderate Trust
Index
Index: Morningstar NZ Msec Moderate TR NZD
Category
Category: Multisector - Moderate

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Mar-17
Fund 8.34 9.32 3.96 3.43
+/- Cat 1.70 1.70 -0.45 0.15
+/- Index 1.74 -2.27 -1.30 -0.28

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.91 0.25 -0.29 18 / 49
3 Month 2.38 0.33 -0.21 24 / 49
1 Year 4.45 -0.46 -0.66 23 / 43
3 Year 6.28 0.42 -1.33 16 / 36
5 Year 6.92 0.96 -0.34 13 / 32

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.07 3.37 3.26
Sharpe Ratio 1.15 1.18 --
R-Squared 79.07 67.71 --
Beta 0.84 0.76 --
Alpha -0.49 -0.72 --

Fund Details

Fund Inception 03 Feb 2012
Responsible Entity BT Funds Management (NZ)
Fund Manager BT Funds Management (NZ)
Base Currency $NZ
Net Assets $Mil
(as at 27 Apr 2017)
393.73
Minimum Investment $ 5,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 27 Apr 2017

APIR Code --
Legal Type Investment Trusts
Status Open
Category Multisector - Moderate
Entry Price $ 1.4179
Exit Price $ 1.4179
Exit Price
1 Week Change $
0.0121

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.50%
Exit Fee/Withdrawal Fee --
Buy/Sell Spread 0.0000

Annual

MER pa (31 Mar 2013) 1.2800
Max Management Fee pa --
Max Admin Fee pa --
Max Brokerage --