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Morningstar Fund Report

Westpac Lifetime Sup-Westpac Mod Gr

Retail

Fund Report | Report generated 27 Jul 2017 |

Performance

30 Jun 2017

Growth of $10,000

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

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Jun-17
Fund 5.40 3.46 0.92 0.92
+/- Cat 0.43 1.12 -2.43 -2.43
+/- Index -2.09 -2.12 -2.79 -2.79

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.53 -0.16 0.24 166 / 220
3 Month 0.14 -0.53 -0.58 194 / 219
1 Year 0.92 -2.43 -2.79 207 / 216
3 Year 3.24 -0.31 -2.34 126 / 207
5 Year 4.59 -0.38 -2.47 138 / 201

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.07 3.01 3.34
Sharpe Ratio 0.36 0.46 1.01
R-Squared 90.11 82.84 --
Beta 0.87 0.81 --
Alpha -1.82 -1.43 --

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 30 Jun 2017)
36.36
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2017

Domestic Equity 12.383
International Equity 9.500
Listed Property 5.212
Unlisted Property 0.000
Domestic Fixed Interest 25.188
International Fixed Interest 18.400
Cash 15.848
Other 13.469

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 24 Jul 2017

APIR Code WFS0029AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 2.7364
Exit Price $ 2.7314
Exit Price
1 Week Change $
0.0001

Morningstar Ratings

Overall 2
3 Year 3
5 Year 2
10 Year 2

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 3.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.1807

Annual

ICR pa (30 Jun 2015) 2.1989
Max Management Fee pa 1.41%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000