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About

Morningstar Fund Report

Westpac Lifetime Sup-Westpac Aus Prp Sec

Retail

Fund Report | Report generated 26 Sep 2017 |  Read the Analyst Research Report

Performance

31 Aug 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-15 Jun-16 Jun-17 Aug-17
Fund 17.12 19.44 -5.04 0.51
+/- Cat 1.30 -1.10 -0.88 -0.20
+/- Index -3.08 -5.15 0.60 -0.85

Trailing Total Returns

as at 31 Aug 2017
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.93 0.05 -0.58 61 / 116
3 Month -3.62 -0.41 -0.41 71 / 116
1 Year -6.81 -0.79 -0.09 62 / 116
3 Year 7.85 -0.67 -2.45 69 / 111
5 Year 10.43 -0.64 -2.92 74 / 107

Risk Analysis

as at 31 Aug 2017
3-Year Risk Measures Fund Category Index
Standard Deviation 12.01 11.82 13.43
Sharpe Ratio 0.52 0.56 0.64
R-Squared 99.05 95.51 --
Beta 0.89 0.86 --
Alpha -1.49 -0.82 --

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 Aug 2017)
10.65
Minimum Investment $ 3,000
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Jul 2017

Size | Large Style | Blend

Asset Allocation

% as at 31 Aug 2017

Domestic Equity 0.000
International Equity 0.000
Listed Property 98.088
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.912
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 20 Sep 2017

APIR Code WFS0240AU
Legal Type Superannuation Fund
Status Open
Category Equity Australia Real Estate
Entry Price $ 2.1797
Exit Price $ 2.1689
Exit Price
1 Week Change $
-0.0244

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 0.5005

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