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Morningstar Fund Report

Westpac Found Plan Long Term Growth

Retail

Fund Report | Report generated 28 Jun 2017 |

Performance

31 May 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 May-17
Fund 9.11 6.72 0.18 6.76
+/- Cat -1.74 -1.19 -0.08 -2.04
+/- Index -7.65 -8.17 -2.60 -6.36

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.54 -0.59 -0.71 24 / 24
3 Month 1.81 -0.90 -2.68 24 / 24
1 Year 5.25 -1.73 -5.31 22 / 24
3 Year 4.44 -1.06 -5.65 24 / 24
5 Year 7.13 -1.19 -7.13 19 / 23

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 5.54 6.21 8.6
Sharpe Ratio 0.42 0.53 0.91
R-Squared 94.92 89.14 --
Beta 0.63 0.68 --
Alpha -2.58 -2.03 --

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 May 2017)
7.67
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 May 2017

Domestic Equity 42.103
International Equity 28.756
Listed Property 5.073
Unlisted Property 0.000
Domestic Fixed Interest 6.014
International Fixed Interest 6.046
Cash 2.737
Other 9.271

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 Jun 2017

APIR Code WFS0041AU
Legal Type Investment Bond
Status Closed
Category Multisector Aggressive
Entry Price $ 3.1144
Exit Price $ 3.1144
Exit Price
1 Week Change $
-0.0059

Morningstar Ratings

Overall 3
3 Year 1
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