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Morningstar Fund Report

Westpac Found Plan Long Term Growth

Retail

Fund Report | Report generated 02 Mar 2017 |

Performance

31 Jan 2017

Growth of $10,000

Fund
Fund: Westpac Found Plan Long Term Growth
Index
Index: Morningstar Aus Msec Aggressive TR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Jan-17
Fund 9.11 6.72 0.18 3.55
+/- Cat -1.74 -1.19 -0.08 -1.25
+/- Index -7.65 -8.17 -2.60 -2.84

Trailing Total Returns

as at 31 Jan 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.65 -0.26 0.87 23 / 24
3 Month 3.00 0.03 -2.41 13 / 24
1 Year 5.26 -2.53 -6.06 21 / 24
3 Year 4.47 -0.86 -4.93 20 / 24
5 Year 6.42 -1.19 -6.86 19 / 21

Risk Analysis

as at 31 Jan 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 5.55 6.29 8.72
Sharpe Ratio 0.41 0.48 0.82
R-Squared 94.9 89.09 --
Beta 0.62 0.68 --
Alpha -2.14 -1.8 --

Fund Details

Fund Inception 01 Jan 1995
Responsible Entity Westpac Life Insurance Services Limited
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 31 Jan 2017)
7.79
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Jan 2017

Domestic Equity 42.180
International Equity 25.701
Listed Property 6.018
Unlisted Property 0.000
Domestic Fixed Interest 3.991
International Fixed Interest 7.997
Cash 2.913
Other 11.200

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 24 Feb 2017

APIR Code WFS0041AU
Legal Type Investment Bond
Status Closed
Category Multisector Aggressive
Entry Price $ 3.0638
Exit Price $ 3.0638
Exit Price
1 Week Change $
-0.0026

Morningstar Ratings

Overall 3
3 Year 2
5 Year 2
10 Year 4

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee --
Buy/Sell Spread 0.0000

Annual

ICR pa (30 Jun 2013) 1.5000
Max Management Fee pa 1.44%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2013)
--
Max Brokerage 0.0000