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Morningstar Fund Report

Westpac Lifetime Sup-BT Aus Share

Retail

Fund Report | Report generated 24 Apr 2017 |  Read the Analyst Research Report

Performance

31 Mar 2017

Growth of $10,000

Fund
Fund: Westpac Lifetime Sup-BT Aus Share
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Blend

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 Mar-17
Fund 14.72 4.41 -2.21 12.93
+/- Cat -1.07 -0.94 -2.03 -0.90
+/- Index -2.71 -1.27 -2.76 -2.99

Trailing Total Returns

as at 31 Mar 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.03 0.04 -0.29 182 / 358
3 Month 4.36 0.48 -0.45 105 / 359
1 Year 14.92 -1.84 -5.57 242 / 347
3 Year 5.34 -1.17 -2.19 219 / 328
5 Year 8.95 -0.98 -2.15 232 / 313

Risk Analysis

as at 31 Mar 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 10.76 11.13 12.45
Sharpe Ratio 0.33 0.4 --
R-Squared 97.23 91.98 --
Beta 0.85 0.86 --
Alpha -1.4 -0.49 --

Fund Details

Fund Inception 31 Mar 2001
Responsible Entity Westpac Financial Services Limited
Fund Manager BT Investment Management Ltd
Base Currency $A
Net Assets $Mil
(as at 28 Feb 2017)
51.46
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 28 Feb 2017

Size | Large Style | Value

Asset Allocation

% as at 31 Mar 2017

Domestic Equity 97.943
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 2.057
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 19 Apr 2017

APIR Code WFS0241AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Large Blend
Entry Price $ 2.8439
Exit Price $ 2.8297
Exit Price
1 Week Change $
-0.0556

Morningstar Ratings

Overall 3
3 Year 2
5 Year 2
10 Year 3

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 3.00%
Exit Fee/Withdrawal Fee 0.00%
Buy/Sell Spread 0.5002

Annual

ICR pa (30 Jun 2015) 2.2244
Max Management Fee pa 1.45%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000