Morningstar Fund Report
Westpac Active Moderate Trust
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 2022Total 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 20223-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 |
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3 Year |
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5 Year |
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10 Year |
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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 | -- / -- |