Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Morningstar Fund Report

Westpac Universal Life Inc Accumulation

Retail

Fund Report | Report generated 25 Sep 2021 |

Performance

31 Aug 2021

Growth of $10,000

Fund
Fund: Westpac Universal Life Inc Accumulation
Index
Index: RBA Bank accepted Bills 90 Days
Category
Category: Australian Cash

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Aug-21
Fund 0.22 0.57 0.06 0.01
+/- Cat -0.41 0.46 0.05 0.04
+/- Index -1.62 -0.14 0.01 0.00

Trailing Total Returns

as at 31 Aug 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.00 0.02 0.00 --
3 Month 0.02 0.06 0.01 --
1 Year 0.04 0.05 0.01 --
3 Year 0.27 0.07 -0.48 --
5 Year 0.23 -0.07 -0.94 --

Risk Analysis

as at 31 Aug 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 0.29 0.3 0.22
Sharpe Ratio -1.43 -3.29 --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 01 Jun 1987
Responsible Entity Westpac Life Insurance Services Limited
Fund Manager Westpac Life Insurance Services Limited
Base Currency $A
Net Assets $Mil
(as at 31 Aug 2021)
2.29
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Aug 2021

Domestic Equity 0.000
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 100.000
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 22 Sep 2021

APIR Code APC0201AU
Legal Type Investment Bond
Status Closed
Category Australian Cash
Entry Price $ 2.6100
Exit Price $ 2.6100
Exit Price
1 Week Change $
0.0000

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at 30 Jun 2013

Total Cost Ratio (Prospective) 1.50%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --