Morningstar Fund Report
Westpac KiwiSaver Default Balanced
Performance
31 May 2022
Growth of $10,000

Fund: Westpac KiwiSaver Default Balanced

Index: Morningstar NZ Balance Tgt Alloc NR NZD

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 2022Total 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 20223-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 |
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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 | -- / -- |