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About

Morningstar Fund Report

Westpac KiwiSaver-Capital Protect Plan 4

Retail

Fund Report | Report generated 21 Apr 2021 |

Performance

31 Mar 2021

Growth of $10,000

Fund
Fund: Westpac KiwiSaver-Capital Protect Plan 4
Index
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 2021
Total 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 2021
3-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 0
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