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About

Morningstar Fund Report

Westpac Lifetime Sup-Westpac Cons Gr

Retail

Fund Report | Report generated 20 Sep 2017 |  Read the Analyst Research Report

Performance

31 Aug 2017

Growth of $10,000

Fund
Fund: Westpac Lifetime Sup-Westpac Cons Gr
Index
Index: Morningstar Aus Msec Moderate TR AUD
Category
Category: Multisector Moderate

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Aug-17
Fund 3.69 2.54 0.33 0.26
+/- Cat -1.27 0.20 -3.02 0.08
+/- Index -3.80 -3.03 -3.40 -0.16

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.29 0.05 -0.15 108 / 225
3 Month -0.12 0.07 0.17 69 / 225
1 Year 0.00 -2.01 -2.48 217 / 222
3 Year 1.89 -1.28 -3.19 199 / 215
5 Year 2.79 -1.83 -3.89 202 / 207

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 2 3.01 3.32
Sharpe Ratio -0.1 0.42 0.89
R-Squared 83.97 81.56 --
Beta 0.55 0.8 --
Alpha -1.8 -1.22 --

Fund Details

Fund Inception 21 Mar 1995
Responsible Entity Westpac Financial Services Limited
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Aug 2017)
6.40
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Mar 2017

Size | Large Style | Value

Asset Allocation

% as at 31 Aug 2017

Domestic Equity 9.337
International Equity 11.566
Listed Property 2.786
Unlisted Property 3.639
Domestic Fixed Interest 46.615
International Fixed Interest 3.110
Cash 21.905
Other 1.043

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 14 Sep 2017

APIR Code WFS0026AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 2.3537
Exit Price $ 2.3507
Exit Price
1 Week Change $
0.0001

Morningstar Ratings

Overall 2
3 Year 1
5 Year 1
10 Year 2

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 3.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.1306

Annual

ICR pa (30 Jun 2015) 2.1899
Max Management Fee pa 1.42%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000