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Morningstar Fund Report

Westpac KiwiSaver Default Balanced

Retail

Fund Report | Report generated 26 Jun 2022 |

Performance

31 May 2022

Growth of $10,000

Fund
Fund: Westpac KiwiSaver Default Balanced
Index
Index: Morningstar NZ Balance Tgt Alloc NR NZD
Category
Category: Multisector - Balanced

Financial Year Total Returns

-- -- Mar-22 May-22
Fund -- -- -- -3.44
+/- Cat -- -- -- --
+/- Index -- -- -- -1.01

Trailing Total Returns

as at 31 May 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -1.26 0.12 -0.47 --
3 Month -3.57 -1.09 -0.84 --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at 31 May 2022
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 01 Dec 2021
Responsible Entity BT Funds Management (NZ)
Fund Manager BT Funds Management (NZ)
Base Currency $NZ
Net Assets $Mil
(as at 22 Jun 2022)
495.27
Minimum Investment $ --
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

as at 31 Mar 2022

Size | Medium Style | Blend

Asset Allocation

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 22 Jun 2022

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector - Balanced
Entry Price $ 0.8959
Exit Price $ 0.8959
Exit Price
1 Week Change $
-0.0023

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Prosective Fees & Costs

as at 11 Jan 2022

Total Cost Ratio (Prospective) 0.40%
Investment Management Fee 0.35%
Performance Fee Costs 0.00%
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --