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About

Morningstar Fund Report

Westpac Inv Bond Growth Plus

Retail

Fund Report | Report generated 24 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: Westpac Inv Bond Growth Plus
Index
Index: Morningstar AUS Agg Tgt Alloc NR AUD
Category
Category: Multisector Aggressive

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 4.54 -2.50 16.98 1.58
+/- Cat -0.24 0.11 -1.43 1.95
+/- Index -5.62 -0.33 -9.97 1.57

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.55 0.84 1.77 2 / 32
3 Month -0.57 0.65 0.73 8 / 33
1 Year 4.67 2.07 0.24 2 / 30
3 Year 5.65 0.41 -2.81 9 / 31
5 Year 5.08 -0.37 -3.70 16 / 21

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 7.86 9 13.2
Sharpe Ratio 0.69 0.58 0.66
R-Squared 95.79 95.43 --
Beta 0.58 0.67 --
Alpha 0.4 -0.56 --

Fund Details

Fund Inception 01 Oct 1992
Responsible Entity Westpac Life Insurance Services Limited
Fund Manager Westpac Life Insurance Services Limited
Base Currency $A
Net Assets $Mil
(as at 31 Jan 2015)
4.63
Minimum Investment $ --
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2022

Domestic Equity 31.405
International Equity 30.199
Listed Property 5.093
Unlisted Property 0.000
Domestic Fixed Interest 2.442
International Fixed Interest 2.438
Cash 14.747
Other 13.676

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 19 May 2022

APIR Code APC0224AU
Legal Type Investment Bond
Status Open
Category Multisector Aggressive
Entry Price $ 5.0638
Exit Price $ 5.0638
Exit Price
1 Week Change $
0.0219

Morningstar Ratings

Overall 3
3 Year 4
5 Year 2
10 Year 3

Prosective Fees & Costs

as at 30 Jun 2013

Total Cost Ratio (Prospective) 1.00%
Investment Management Fee --
Performance Fee Costs --
Administration Fees & Costs --
Buy Spread/Sell Spread -- / --