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Morningstar Fund Report

Westpac Pers Sup Dync Gr

Retail

Fund Report | Report generated 28 Jun 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 31 May 2017)
92.97
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 May 2017

Domestic Equity 40.616
International Equity 32.529
Listed Property 7.022
Unlisted Property 0.000
Domestic Fixed Interest 2.741
International Fixed Interest 3.109
Cash 3.371
Other 10.612

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 Jun 2017

APIR Code APC0403AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 8.2507
Exit Price $ 8.1523
Exit Price
1 Week Change $
-0.0180

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 1.2073

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 --