Morningstar Fund Report
Westpac Active Moderate Trust
Fund Report | Report generated 25 May 2022 | 
Performance
30 Apr 2022
Growth of $10,000
Fund: Westpac Active Moderate Trust
Index: Morningstar NZ Mod Tgt Alloc NR NZD
Category: Multisector - Moderate
Financial Year Total Returns
| Jun-19 | Jun-20 | Jun-21 | Apr-22 | |
|---|---|---|---|---|
| Fund | 6.33 | 3.49 | 8.80 | -5.54 |
| +/- Cat | 0.22 | 0.56 | 1.01 | -0.80 |
| +/- Index | -1.23 | -0.64 | 3.02 | -1.09 |
Trailing Total Returns
as at 30 Apr 2022| Total Return | +/- Cat | +/- Index | Cat Rank | |
|---|---|---|---|---|
| 1 Month | -2.07 | -0.21 | -0.38 | 32 / 53 |
| 3 Month | -3.78 | -0.53 | -0.22 | 34 / 53 |
| 1 Year | -4.89 | -1.03 | -1.53 | 37 / 53 |
| 3 Year | 2.63 | 0.19 | 0.24 | 21 / 51 |
| 5 Year | 3.89 | 0.33 | 0.02 | 16 / 43 |
Risk Analysis
as at 30 Apr 2022| 3-Year Risk Measures | Fund | Category | Index |
|---|---|---|---|
| Standard Deviation | 6.04 | 5.42 | 4.86 |
| Sharpe Ratio | 0.36 | 0.86 | -- |
| R-Squared | 85.97 | 85.12 | -- |
| Beta | 1.15 | 1.04 | -- |
| Alpha | 0.02 | -0.05 | -- |
Fund Details
| Fund Inception | 03 Feb 2012 |
| Responsible Entity | BT Funds Management (NZ) |
| Fund Manager | BT Funds Management (NZ) |
| Base Currency | $NZ |
| Net Assets $Mil (as at 23 May 2022) |
606.92 |
| Minimum Investment $ | 5,000 |
| Regular Savings Plan (Yes/No) |
Yes |
| Cash Distributions | -- |
Current Investment Style
as at 30 Sep 2021
Size | Large Style | Blend
Asset Allocation
Morningstar Sustainability Rating 
Learn more
Quick Stats
as at 23 May 2022
| APIR Code | -- |
| Legal Type | Investment Trusts |
| Status | Open |
| Category | Multisector - Moderate |
| Entry Price $ | 1.6738 |
| Exit Price $ | 1.6738 |
| Exit Price 1 Week Change $ |
0.0007 |
Morningstar Ratings
| Overall |
|
| 3 Year |
|
| 5 Year |
|
| 10 Year |
|
Prosective Fees & Costs
as at 03 Nov 2021
| Total Cost Ratio (Prospective) | 1.20% |
| Investment Management Fee | 1.12% |
| Performance Fee Costs | 0.00% |
| Administration Fees & Costs | -- |
| Buy Spread/Sell Spread | -- / -- |