Morningstar Fund Report
Westpac Inv Prtc Growth Plus
Performance
30 Apr 2022
Growth of $10,000

Fund: Westpac Inv Prtc Growth Plus

Index: Morningstar AUS Agg Tgt Alloc NR AUD

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 2022Total 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 20223-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 |
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3 Year |
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5 Year |
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10 Year |
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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 | -- / -- |