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About

Morningstar Fund Report

Westpac Universal Life Growth Assests

Retail

Fund Report | Report generated 29 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: Westpac Universal Life Growth Assests
Index
Index: Morningstar AUS Balance Tgt Alloc NR AUD
Category
Category: Multisector Balanced

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 3.81 -2.57 14.09 0.70
+/- Cat -0.38 -0.84 2.97 1.89
+/- Index -5.24 -3.27 0.01 3.62

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.67 0.51 1.34 4 / 42
3 Month -0.86 0.51 2.09 10 / 42
1 Year 3.39 2.61 3.63 3 / 41
3 Year 4.40 1.33 -0.18 3 / 39
5 Year 3.97 0.60 -1.50 7 / 33

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 7.04 6.34 7.81
Sharpe Ratio 0.6 0.47 0.57
R-Squared 93.31 93.54 --
Beta 0.87 0.78 --
Alpha 0.34 -0.52 --

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 30 Apr 2022)
11.35
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2022

Domestic Equity 27.501
International Equity 24.931
Listed Property 5.189
Unlisted Property 0.000
Domestic Fixed Interest 5.284
International Fixed Interest 2.613
Cash 17.866
Other 16.616

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 26 May 2022

APIR Code APC0202AU
Legal Type Investment Bond
Status Closed
Category Multisector Balanced
Entry Price $ 5.4962
Exit Price $ 5.4962
Exit Price
1 Week Change $
0.0463

Morningstar Ratings

Overall 4
3 Year 5
5 Year 4
10 Year 4

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 -- / --