Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Morningstar Fund Report

Westpac Lifetime Sup-Westpac Dync Gr

Retail

Fund Report | Report generated 23 Jun 2017 |

Performance

31 May 2017

Growth of $10,000

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

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 May-17
Fund 11.39 8.11 0.09 8.52
+/- Cat -0.58 -0.15 -1.00 -0.52
+/- Index -2.89 -3.92 -3.90 -1.17

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.64 -0.81 -0.77 366 / 377
3 Month 2.44 -0.50 -1.16 305 / 376
1 Year 6.60 -0.85 -1.71 268 / 374
3 Year 5.42 -0.66 -3.10 254 / 359
5 Year 8.94 -0.16 -2.97 178 / 341

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.03 5.96 6.99
Sharpe Ratio 0.48 0.58 0.9
R-Squared 96.46 88.99 --
Beta 0.99 0.81 --
Alpha -2.84 -1.25 --

Fund Details

Fund Inception 31 Mar 1999
Responsible Entity Westpac Financial Services Limited
Fund Manager BT Financial Group Ltd
Base Currency $A
Net Assets $Mil
(as at 31 May 2017)
169.54
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 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 19 Jun 2017

APIR Code WFS0100AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 2.3229
Exit Price $ 2.3155
Exit Price
1 Week Change $
--

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 0.3198

Annual

ICR pa (30 Jun 2015) 2.2058
Max Management Fee pa 1.43%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000