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About

Morningstar Fund Report

Westpac KiwiSaver - Moderate

Retail

Fund Report | Report generated 26 Sep 2021 |

Performance

31 Aug 2021

Growth of $10,000

Fund
Fund: Westpac KiwiSaver - Moderate
Index
Index: Morningstar NZ Msec Moderate TR NZD
Category
Category: Multisector - Moderate

Financial Year Total Returns

Mar-19 Mar-20 Mar-21 Aug-21
Fund 5.96 -0.65 15.35 3.61
+/- Cat 0.19 -0.62 3.84 0.24
+/- Index -1.53 -3.48 5.80 -0.28

Trailing Total Returns

as at 31 Aug 2021
Total Return +/- Cat +/- Index Cat Rank
1 Month 1.09 0.42 0.70 6 / 52
3 Month 2.53 0.29 -0.55 17 / 52
1 Year 7.73 1.47 1.82 15 / 51
3 Year 6.64 1.17 0.55 12 / 49
5 Year 6.39 1.09 0.23 8 / 42

Risk Analysis

as at 31 Aug 2021
3-Year Risk Measures Fund Category Index
Standard Deviation 5.75 5.07 4.78
Sharpe Ratio 1.01 1.51 --
R-Squared 84.21 83.4 --
Beta 1.1 0.98 --
Alpha 0.02 -0.33 --

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 23 Sep 2021)
814.98
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Mar 2016

Style Box is unavailable.

Asset Allocation

% as at 31 Mar 2021

Domestic Equity 13.472
International Equity 22.489
Listed Property 2.779
Unlisted Property 0.000
Domestic Fixed Interest 22.099
International Fixed Interest 27.095
Cash 9.358
Other 2.708

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 23 Sep 2021

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Moderate
Entry Price $ 1.5658
Exit Price $ 1.5658
Exit Price
1 Week Change $
0.0023

Morningstar Ratings

Overall 4
3 Year 4
5 Year 4
10 Year  

Prosective Fees & Costs

as at 28 Feb 2021

Total Cost Ratio (Prospective) 0.72%
Investment Management Fee 0.57%
Performance Fee Costs 0.00%
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --