Morningstar Fund Report
Westpac KiwiSaver-Capital Protect Plan 5
Performance
30 Apr 2022
Growth of $10,000

Fund: Westpac KiwiSaver-Capital Protect Plan 5

Index: S&P/NZX NZ Govt Bond GR NZD
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -5.76 | 40.70 | -0.44 | -3.15 |
+/- Cat | -- | -- | -- | -- |
+/- Index | -11.04 | 42.31 | 6.62 | -0.78 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -3.15 | -- | -0.78 | -- |
3 Month | -4.90 | -- | 0.71 | -- |
1 Year | -5.98 | -- | 3.99 | -- |
3 Year | 7.43 | -- | 9.37 | -- |
5 Year | 8.83 | -- | 7.91 | -- |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 13.28 | -- | 5.14 |
Sharpe Ratio | 0.56 | -- | -- |
R-Squared | 1.9 | -- | -- |
Beta | 0.36 | -- | -- |
Alpha | 8.32 | -- | -- |
Fund Details
Fund Inception | 03 Oct 2012 |
Responsible Entity | BT Funds Management (NZ) |
Fund Manager | BT Funds Management (NZ) |
Base Currency | $NZ |
Net Assets $Mil (as at 23 May 2022) |
17.71 |
Minimum Investment $ | -- |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
Style Box is unavailable.
Asset Allocation
% as at 31 Dec 2021
Domestic Equity | 39.840 |
International Equity | 59.326 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.834 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 23 May 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Miscellaneous |
Entry Price $ | 2.5224 |
Exit Price $ | 2.5224 |
Exit Price 1 Week Change $ |
0.0010 |
Morningstar Ratings
Overall |
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3 Year | |
5 Year | |
10 Year |
Prosective Fees & Costs
as at 03 Nov 2021
Total Cost Ratio (Prospective) | 1.44% |
Investment Management Fee | 0.54% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |