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Morningstar Fund Report

Westpac Lifetime Sup-Westpac Dync Gr

Retail

Fund Report | Report generated 28 Apr 2017 |

Performance

31 Mar 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 Mar-17
Fund 11.39 8.11 0.09 7.75
+/- Cat -0.58 -0.15 -1.00 0.35
+/- Index -2.89 -3.92 -3.90 0.09

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.71 0.32 0.03 41 / 403
3 Month 2.45 0.24 0.39 118 / 402
1 Year 10.02 0.19 -1.76 175 / 395
3 Year 6.00 -0.27 -2.74 231 / 382
5 Year 8.33 0.08 -2.78 160 / 364

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.01 5.96 --
Sharpe Ratio 0.55 0.61 --
R-Squared 96.61 88.87 --
Beta 0.99 0.81 --
Alpha -2.49 -1.18 --

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 Mar 2017)
172.39
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2017

Domestic Equity 41.516
International Equity 29.412
Listed Property 7.703
Unlisted Property 0.000
Domestic Fixed Interest 0.840
International Fixed Interest 2.296
Cash 2.696
Other 15.537

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 21 Apr 2017

APIR Code WFS0100AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 2.2951
Exit Price $ 2.2878
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 0.3202

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