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Morningstar Fund Report

Westpac Lifetime Sup-Westpac Dync Gr

Retail

Fund Report | Report generated 28 Jul 2017 |

Performance

30 Jun 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-15 Jun-16 Jun-17 Jun-17
Fund 8.11 0.09 7.98 7.98
+/- Cat -0.15 -1.00 -0.56 -0.56
+/- Index -3.92 -3.90 -0.39 -0.39

Trailing Total Returns

as at 30 Jun 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.49 -0.03 0.71 200 / 363
3 Month 0.22 -0.85 -0.45 342 / 360
1 Year 7.98 -0.56 -0.39 220 / 357
3 Year 5.32 -0.58 -2.75 236 / 342
5 Year 8.76 -0.20 -2.80 179 / 325

Risk Analysis

as at 30 Jun 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 7.04 5.97 7.06
Sharpe Ratio 0.47 0.55 0.84
R-Squared 95.9 88.77 --
Beta 0.98 0.8 --
Alpha -2.46 -1.03 --

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 30 Jun 2017)
169.57
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Jun 2017

Domestic Equity 40.520
International Equity 32.288
Listed Property 6.651
Unlisted Property 0.000
Domestic Fixed Interest 5.845
International Fixed Interest 4.311
Cash 3.164
Other 7.221

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 24 Jul 2017

APIR Code WFS0100AU
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ 2.2855
Exit Price $ 2.2782
Exit Price
1 Week Change $
-0.0142

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