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About

Morningstar Fund Report

Westpac Lifetime Sup-Westpac Intl Shr

Retail

Fund Report | Report generated 22 Sep 2017 |  Read the Analyst Research Report

Performance

31 Aug 2017

Growth of $10,000

Fund
Fund: Westpac Lifetime Sup-Westpac Intl Shr
Index
Index: MSCI World Ex Australia NR AUD
Category
Category: Equity World Large Blend

Financial Year Total Returns

Jun-15 Jun-16 Jun-17 Aug-17
Fund 20.87 -3.18 13.21 0.05
+/- Cat -0.72 -1.10 -1.59 0.34
+/- Index -4.30 -3.58 -1.52 0.93

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.91 0.02 0.11 89 / 200
3 Month -2.34 0.13 1.15 63 / 200
1 Year 9.71 -0.60 -0.35 103 / 199
3 Year 9.47 -0.99 -2.66 132 / 184
5 Year 14.64 -0.46 -2.73 109 / 176

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 9.98 10.58 10.92
Sharpe Ratio 0.75 0.79 0.92
R-Squared 96.35 83.9 --
Beta 0.9 0.88 --
Alpha -1.49 -0.53 --

Fund Details

Fund Inception 31 Mar 2001
Responsible Entity Westpac Financial Services Limited
Fund Manager AQR Capital Management LLC
Base Currency $A
Net Assets $Mil
(as at 31 Aug 2017)
10.94
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Jun 2016

Size | Large Style | Blend

Asset Allocation

% as at 31 Aug 2017

Domestic Equity 0.000
International Equity 99.541
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.459
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 18 Sep 2017

APIR Code WFS0239AU
Legal Type Superannuation Fund
Status Open
Category Equity World Large Blend
Entry Price $ 1.2021
Exit Price $ 1.2009
Exit Price
1 Week Change $
0.0126

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 0.1001

Annual

ICR pa (30 Jun 2015) 2.2316
Max Management Fee pa 1.50%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000