Morningstar Fund Report
Westpac KiwiSaver-Capital Protect Plan 4
Performance
31 Mar 2021
Growth of $10,000

Fund: Westpac KiwiSaver-Capital Protect Plan 4

Index: S&P/NZX NZ Govt Bond GR NZD
Financial Year Total Returns
Mar-19 | Mar-20 | Mar-21 | Mar-21 | |
---|---|---|---|---|
Fund | 7.78 | -5.76 | 40.65 | 40.65 |
+/- Cat | -- | -- | -- | -- |
+/- Index | 0.41 | -11.03 | 42.26 | 42.26 |
Trailing Total Returns
as at 31 Mar 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 3.75 | -- | 3.03 | -- |
3 Month | 1.99 | -- | 5.42 | -- |
1 Year | 40.65 | -- | 42.26 | -- |
3 Year | 12.63 | -- | 9.02 | -- |
5 Year | 12.44 | -- | 9.18 | -- |
Risk Analysis
as at 31 Mar 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 13.5 | -- | 4.21 |
Sharpe Ratio | 0.88 | -- | -- |
R-Squared | 0.12 | -- | -- |
Beta | 0.11 | -- | -- |
Alpha | 11.57 | -- | -- |
Fund Details
Fund Inception | 03 Oct 2011 |
Responsible Entity | BT Funds Management (NZ) |
Fund Manager | BT Funds Management (NZ) |
Base Currency | $NZ |
Net Assets $Mil (as at 19 Apr 2021) |
26.38 |
Minimum Investment $ | 1,000 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 Dec 2020

Size | Medium Style | Growth
Asset Allocation
% as at 31 Mar 2021
Domestic Equity | 39.142 |
International Equity | 59.833 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 1.024 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 19 Apr 2021
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Miscellaneous |
Entry Price $ | 3.2248 |
Exit Price $ | 3.2248 |
Exit Price 1 Week Change $ |
0.0303 |
Morningstar Ratings
Overall |
![]() |
3 Year | |
5 Year | |
10 Year |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | -- |
Exit Fee/Withdrawal Fee | -- |
Buy/Sell Spread | 0.0000 |
Annual
MER pa (31 Mar 2021) | 1.5300 |
Max Management Fee pa![]() |
0.62% |
Max Admin Fee pa![]() |
-- |
Max Brokerage | 0.0000 |