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About

Morningstar Fund Report

Westpac Retirement Plan - Dynamic Port

Retail

Fund Report | Report generated 27 Jan 2022 |

Performance

31 Dec 2021

Growth of $10,000

Fund
Fund: Westpac Retirement Plan - Dynamic Port
Index
Index: Morningstar NZ Growth Tgt Alloc NR NZD
Category
Category: Multisector - Growth

Financial Year Total Returns

Mar-19 Mar-20 Mar-21 Dec-21
Fund 6.57 -5.58 27.92 6.99
+/- Cat -0.79 -2.14 -0.84 -2.02
+/- Index -2.92 -5.12 5.70 -1.54

Trailing Total Returns

as at 31 Dec 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 3.11 0.55 0.64 23 / 61
3 Month 2.28 -0.85 -1.12 48 / 61
1 Year 7.97 -3.48 -3.45 52 / 61
3 Year 11.98 -1.83 -0.61 49 / 56
5 Year 9.41 -1.20 -0.90 41 / 47

Risk Analysis

as at 31 Dec 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 9.97 10.08 8.76
Sharpe Ratio 1.12 1.27 --
R-Squared 88.02 88.8 --
Beta 1.07 1.08 --
Alpha -1.23 0.15 --

Fund Details

Fund Inception 26 Jan 1989
Responsible Entity Westpac Life NZ Ltd
Fund Manager BT Funds Management (NZ)
Base Currency $NZ
Net Assets $Mil
(as at 25 Jan 2022)
109.51
Minimum Investment $ 5,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2010

Domestic Equity 25.900
International Equity 38.010
Listed Property 0.000
Unlisted Property 9.800
Domestic Fixed Interest 10.780
International Fixed Interest 6.450
Cash 7.860
Other 1.200

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 25 Jan 2022

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Growth
Entry Price $ 5.3688
Exit Price $ 5.3688
Exit Price
1 Week Change $
-0.2066

Morningstar Ratings

Overall 3
3 Year 2
5 Year 2
10 Year 3

Prosective Fees & Costs

as at 03 Nov 2021

Total Cost Ratio (Prospective) 2.01%
Investment Management Fee 1.75%
Performance Fee Costs 0.00%
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --