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About

Morningstar Fund Report

Westpac Inv Prtc Growth Plus

Retail

Fund Report | Report generated 18 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: Westpac Inv Prtc Growth Plus
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 4.54 -2.50 16.98 1.58
+/- Cat -0.24 0.11 -1.43 1.95
+/- Index -5.62 -0.33 -9.97 1.57

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.55 0.84 1.77 2 / 32
3 Month -0.57 0.65 0.73 8 / 33
1 Year 4.67 2.07 0.24 2 / 30
3 Year 5.65 0.41 -2.81 9 / 31
5 Year 5.08 -0.37 -3.70 16 / 21

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 7.86 9 13.2
Sharpe Ratio 0.69 0.58 0.66
R-Squared 95.79 95.43 --
Beta 0.58 0.67 --
Alpha 0.4 -0.56 --

Fund Details

Fund Inception 01 Oct 1992
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)
5.30
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2022

Domestic Equity 31.357
International Equity 28.274
Listed Property 5.116
Unlisted Property 0.000
Domestic Fixed Interest 2.442
International Fixed Interest 5.261
Cash 14.282
Other 13.268

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 13 May 2022

APIR Code APC0234AU
Legal Type Investment Bond
Status Closed
Category Multisector Aggressive
Entry Price $ 5.0909
Exit Price $ 5.0909
Exit Price
1 Week Change $
0.0011

Morningstar Ratings

Overall 3
3 Year 4
5 Year 2
10 Year 3

Prosective Fees & Costs

as at 30 Jun 2013

Total Cost Ratio (Prospective) 1.00%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --