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Morningstar Fund Report

Westpac Lifetime Sup-Westpac Aus Prp Sec

Retail

Fund Report | Report generated 28 Jun 2017 |  Read the Analyst Research Report

Performance

31 May 2017

Growth of $10,000

Fund
Fund: Westpac Lifetime Sup-Westpac Aus Prp Sec
Index
Index: S&P/ASX 300 A-REIT TR
Category
Category: Equity Australia Real Estate

Financial Year Total Returns

Jun-14 Jun-15 Jun-16 May-17
Fund 8.02 17.12 19.44 -0.97
+/- Cat -1.96 1.30 -1.10 -0.68
+/- Index -3.05 -3.08 -5.15 0.21

Trailing Total Returns

as at 31 May 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.08 0.13 -0.07 74 / 120
3 Month 1.35 -0.23 -0.90 86 / 120
1 Year 1.99 -0.71 -0.32 72 / 120
3 Year 12.57 -0.16 -2.64 47 / 115
5 Year 13.26 -0.49 -3.02 67 / 110

Risk Analysis

as at 31 May 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 11.91 11.58 13.27
Sharpe Ratio 0.88 0.89 0.98
R-Squared 99.02 93.72 --
Beta 0.89 0.84 --
Alpha -1.12 -0.6 --

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 31 May 2017)
11.26
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Apr 2017

Size | Large Style | Growth

Asset Allocation

% as at 31 May 2017

Domestic Equity 0.000
International Equity 0.000
Listed Property 99.342
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 0.658
Other 0.000

Morningstar Sustainability Rating New  Learn more

Quick Stats

as at 23 Jun 2017

APIR Code WFS0240AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Real Estate
Entry Price $ 2.2220
Exit Price $ 2.2109
Exit Price
1 Week Change $
-0.0785

Morningstar Ratings

Overall 3
3 Year 3
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 0.5004

Annual

ICR pa (30 Jun 2015) 2.2195
Max Management Fee pa 1.45%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2015)
--
Max Brokerage 0.0000