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About

Morningstar Fund Report

Westpac KiwiSaver-Growth Fund

Retail

Fund Report | Report generated 05 Dec 2021 |

Performance

31 Oct 2021

Growth of $10,000

Fund
Fund: Westpac KiwiSaver-Growth Fund
Index
Index: Morningstar NZ Growth Tgt Alloc NR NZD
Category
Category: Multisector - Growth

Financial Year Total Returns

Mar-19 Mar-20 Mar-21 Oct-21
Fund 7.69 -4.60 29.39 5.87
+/- Cat 0.33 -1.16 0.63 -0.89
+/- Index -1.80 -4.14 7.16 0.77

Trailing Total Returns

as at 31 Oct 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 0.77 -0.23 0.64 41 / 63
3 Month 1.57 0.27 1.44 22 / 63
1 Year 16.35 -1.38 2.07 43 / 62
3 Year 11.56 -0.24 1.47 25 / 57
5 Year 10.48 -0.04 0.33 23 / 49

Risk Analysis

as at 31 Oct 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 10.04 10.27 8.99
Sharpe Ratio 1.07 1.06 --
R-Squared 89.18 89.5 --
Beta 1.05 1.08 --
Alpha 0.93 0.76 --

Fund Details

Fund Inception 01 Oct 2007
Responsible Entity BT Funds Management (NZ)
Fund Manager BT Funds Management (NZ)
Base Currency $NZ
Net Assets $Mil
(as at 02 Dec 2021)
2,435.25
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 30 Sep 2021

Size | Medium Style | Blend

Asset Allocation

% as at 30 Sep 2021

Domestic Equity 28.192
International Equity 48.625
Listed Property 4.844
Unlisted Property 0.000
Domestic Fixed Interest 6.036
International Fixed Interest 7.052
Cash 5.251
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 02 Dec 2021

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Growth
Entry Price $ 2.5357
Exit Price $ 2.5357
Exit Price
1 Week Change $
-0.0407

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year 3

Prosective Fees & Costs

as at 03 Nov 2021

Total Cost Ratio (Prospective) 0.79%
Investment Management Fee 0.60%
Performance Fee Costs 0.00%
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --