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Morningstar Fund Report

Westpac Pers Sup Dync Gr

Retail

Fund Report | Report generated 27 Jul 2017 |

Performance

--

Growth of $10,000

Fund
Fund: Westpac Pers Sup Dync Gr
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 01 Jan 1991
Responsible Entity Westpac Life Insurance Services Limited
Fund Manager Westpac Life Insurance Services Limited
Base Currency $A
Net Assets $Mil
(as at 30 Jun 2017)
92.72
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2017

Domestic Equity 40.520
International Equity 32.288
Listed Property 6.651
Unlisted Property 0.000
Domestic Fixed Interest 5.845
International Fixed Interest 4.311
Cash 3.164
Other 7.221

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 24 Jul 2017

APIR Code APC0403AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 8.1818
Exit Price $ 8.0842
Exit Price
1 Week Change $
-0.0496

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 1.2072

Annual

ICR pa (30 Jun 2015) 1.7359
Max Management Fee pa 1.43%
Max Admin Fee pa 0.00%
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage --