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About

Morningstar Fund Report

Westpac Lifetime Sup-Westpac Mod Gr

Retail

Fund Report | Report generated 24 Sep 2017 |

Performance

31 Aug 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 Aug-17
Fund 5.40 3.46 0.92 0.34
+/- Cat 0.43 1.12 -2.43 0.16
+/- Index -2.09 -2.12 -2.82 -0.08

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.37 0.13 -0.07 56 / 225
3 Month -0.19 0.00 0.10 98 / 225
1 Year 0.37 -1.63 -2.10 213 / 222
3 Year 2.78 -0.39 -2.31 143 / 215
5 Year 4.26 -0.36 -2.42 128 / 207

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 3.03 3.01 3.32
Sharpe Ratio 0.23 0.42 0.89
R-Squared 90.09 81.56 --
Beta 0.87 0.8 --
Alpha -1.84 -1.22 --

Fund Details

Fund Inception 21 Mar 1995
Responsible Entity Westpac Financial Services Limited
Fund Manager BT Investment Management (Institutional)
Base Currency $A
Net Assets $Mil
(as at 31 Aug 2017)
35.83
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2017

Domestic Equity 12.508
International Equity 9.741
Listed Property 5.403
Unlisted Property 0.000
Domestic Fixed Interest 25.144
International Fixed Interest 19.384
Cash 12.523
Other 15.296

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 20 Sep 2017

APIR Code WFS0029AU
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
Entry Price $ 2.7467
Exit Price $ 2.7418
Exit Price
1 Week Change $
-0.0087

Morningstar Ratings

Overall 2
3 Year 2
5 Year 3
10 Year 2

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 3.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.1799

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