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Morningstar Fund Report

Westpac Lifetime Sup-Westpac Bal Gr

Retail

Fund Report | Report generated 19 Jan 2017 |

Performance

31 Dec 2016

Growth of $10,000

Fund
Fund: Westpac Lifetime Sup-Westpac Bal Gr
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Dec-16
Fund 9.54 7.23 1.16 4.26
+/- Cat -2.44 -1.03 0.08 -0.84
+/- Index -4.74 -4.80 -2.82 -1.22

Trailing Total Returns

as at 31 Dec 2016
Total Return +/- Cat +/- Index Cat Rank
1 Month 2.49 0.09 -0.66 165 / 402
3 Month 2.35 -0.02 -0.69 191 / 402
1 Year 4.75 -1.00 -3.18 295 / 398
3 Year 5.00 -0.68 -3.24 286 / 378
5 Year 8.08 -0.98 -4.10 300 / 363

Risk Analysis

as at 31 Dec 2016
3-Year Risk Measures Fund Category Index
Standard Deviation 5.8 6.11 7.09
Sharpe Ratio 0.48 0.56 0.83
R-Squared 97.03 89.78 --
Beta 0.81 0.82 --
Alpha -1.99 -1.4 --

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 Dec 2016)
336.85
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Nov 2016

Domestic Equity 35.813
International Equity 23.182
Listed Property 6.058
Unlisted Property 0.000
Domestic Fixed Interest 11.815
International Fixed Interest 5.866
Cash 4.392
Other 12.875

Morningstar Sustainability Rating Learn more

Quick Stats

as at 16 Jan 2017

APIR Code WFS0027AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 3.3486
Exit Price $ 3.3386
Exit Price
1 Week Change $
-0.0218

Morningstar Ratings

Overall 3
3 Year 2
5 Year 2
10 Year 3

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 3.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.2997

Annual

ICR pa (30 Jun 2015) 2.2012
Max Management Fee pa 1.41%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000