Morningstar Fund Report
Westpac KiwiSaver - Moderate
Performance
31 Jan 2021
Growth of $10,000

Fund: Westpac KiwiSaver - Moderate

Index: Morningstar NZ Msec Moderate TR NZD

Category: Multisector - Moderate
Financial Year Total Returns
Mar-18 | Mar-19 | Mar-20 | Jan-21 | |
---|---|---|---|---|
Fund | 6.83 | 5.96 | -0.65 | 15.06 |
+/- Cat | 2.15 | 0.19 | -0.62 | -- |
+/- Index | 1.76 | -1.53 | -3.28 | 6.05 |
Trailing Total Returns
as at 31 Jan 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -0.42 | -- | 0.07 | -- |
3 Month | 3.67 | -- | 1.81 | -- |
1 Year | 6.49 | -- | 3.35 | -- |
3 Year | 6.32 | -- | 0.23 | -- |
5 Year | 6.80 | -- | 0.54 | -- |
Risk Analysis
as at 31 Jan 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 5.66 | -- | -- |
Sharpe Ratio | 0.92 | -- | -- |
R-Squared | 86.16 | -- | -- |
Beta | 1.11 | -- | -- |
Alpha | -0.28 | -- | -- |
Fund Details
Fund Inception | 01 Jul 2014 |
Responsible Entity | BT Funds Management (NZ) |
Fund Manager | BT Funds Management (NZ) |
Base Currency | $NZ |
Net Assets $Mil (as at 04 Mar 2021) |
737.78 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Jun 2020

Size | Medium Style | Blend
Asset Allocation
% as at 31 Dec 2020
Domestic Equity | 13.735 |
International Equity | 21.464 |
Listed Property | 2.791 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 23.743 |
International Fixed Interest | 28.615 |
Cash | 6.820 |
Other | 2.833 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 04 Mar 2021
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Moderate |
Entry Price $ | 1.4956 |
Exit Price $ | 1.4956 |
Exit Price 1 Week Change $ |
-0.0029 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 0.00% |
Exit Fee/Withdrawal Fee | 0.00% |
Buy/Sell Spread | 0.0000 |
Annual
MER pa (31 Dec 2020) | 0.7200 |
Max Management Fee pa![]() |
0.57% |
Max Admin Fee pa![]() |
-- |
Max Brokerage | 0.0000 |