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Westpac Australian Major Companies Index - Managed Fund (Closed)

Fund Objective
A wholesale equities fund designed to track the 50 Leaders Accumulation Index.
Fund Strategy
To fully replicate the 50 Leaders Accumulation Index.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 3.51% 3.17% -0.22% 16.03% 18.39% 13.22% 8.1% -%
Growth return 3.51% 3.17% -0.22% 16.03% 18.39% 13.22% 8.1% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (S&P/ASX 200 TR AUD)
Total return -0.78% 4.71% 14.66% 10.56% 16.03% 15.17% 12.98% 10.11%
As at 31 Aug 1994. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Australian Equities
93.36%
International Equities
5.11%
Cash
-0.72%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
Westpac Australian Major Companies Index (Wholesale)
Closed
Westpac Financial Services Limited
WFS0802AU
Equity Australia Other
Not Rated
Investment Fund
1 Dec 1987
$144.36 million (as at 31 Mar 1995)
n/a
$2.244 (as at 31 Aug 1994)
Finalised
Offer information
Type Description
Minimum initial investment $99,999

FAQs about the Westpac Australian Major Companies Index

The objective of the Westpac Australian Major Companies Index managed fund is A wholesale equities fund designed to track the 50 Leaders Accumulation Index.

The strategy of the Westpac Australian Major Companies Index managed fund is To fully replicate the 50 Leaders Accumulation Index.

The APIR code of the Westpac Australian Major Companies Index managed fund is WFS0802AU.

Westpac Australian Major Companies Index’s total return last month was 3.51%. This was made up of a growth return of 3.51% and an income return of 0%. These returns were calculated as at 31 Aug 1994.

Westpac Australian Major Companies Index’s total return for the last three months was 3.17%. This was made up of a growth return of 3.17% and an income return of 0%%. These returns were calculated as at 31 Aug 1994.

Westpac Australian Major Companies Index’s one-year total return is 16.03%. This was made up of a growth return of 16.03% and an income return of 0%. These returns were calculated as at 31 Aug 1994.

Westpac Australian Major Companies Index’s one-year total return is 13.22%. This was made up of a growth return of 13.22% and an income return of 0%. These returns were calculated as at 31 Aug 1994.

The asset allocation of the Westpac Australian Major Companies Index managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Westpac Australian Major Companies Index managed fund is Westpac Financial Services Limited.

The Westpac Australian Major Companies Index managed fund belongs to the Equity Australia Other sector/asset class.

As at 31 Mar 1995, the size of the Westpac Australian Major Companies Index managed fund was $144.36 million.

The Westpac Australian Major Companies Index managed fund has an inception date of 1 Dec 1987.

The current entry price of the Westpac Australian Major Companies Index managed fund is $ per unit and the current exit price is $2.244 per unit (as at 31 Aug 1994).

The current exit price of the Westpac Australian Major Companies Index managed fund is $2.244 per unit and the current entry price is $ per unit (as at 31 Aug 1994).

The minimum initial investment amount for the Westpac Australian Major Companies Index managed fund is $99,999.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.