Westpac Found Plan Conservative Growth - Managed Fund (Closed)

The objective of the Westpac Found Plan Conservative Growth managed fund is Aims to provide a conservative level of capital growth over the medium term (at least three years) and a relatively high level of interest earnings.

The strategy of the Westpac Found Plan Conservative Growth managed fund is Investing either directly in assets or indirectly through collective investments (such as life policies or unit trusts) so that: ? the majority of the underlying assets provide income for reinvestment. Such assets include bankbacked bills, fixed interest and cash on deposit, ? part of the underlying assets of the Fund includes growth assets, such as shares and property, to provide potential for higher returns.

The APIR code of the Westpac Found Plan Conservative Growth managed fund is WFS0035AU.

Westpac Found Plan Conservative Growth’s total return last month was 1.58%. This was made up of a growth return of -1.6% and an income return of 3.18%. These returns were calculated as at 31 Jul 2022.

Westpac Found Plan Conservative Growth’s total return for the last three months was -0.47%. This was made up of a growth return of -2.75% and an income return of 2.28%%. These returns were calculated as at 31 Jul 2022.

Westpac Found Plan Conservative Growth’s one-year total return is -3.49%. This was made up of a growth return of -4.23% and an income return of 0.74%. These returns were calculated as at 31 Jul 2022.

Westpac Found Plan Conservative Growth’s one-year total return is -0.71%. This was made up of a growth return of -1.09% and an income return of 0.38%. These returns were calculated as at 31 Jul 2022.

The asset allocation of the Westpac Found Plan Conservative Growth managed fund is :

The Responsible Entity for the Westpac Found Plan Conservative Growth managed fund is Westpac Life Insurance Services Limited.

The Westpac Found Plan Conservative Growth managed fund belongs to the Multisector Conservative sector/asset class.

As at 30 Sep 2022, the size of the Westpac Found Plan Conservative Growth managed fund was $0 million.

The Westpac Found Plan Conservative Growth managed fund has an inception date of 1 Jul 1997.

The current entry price of the Westpac Found Plan Conservative Growth managed fund is $1.6908 per unit and the current exit price is $1.6908 per unit (as at 29 Jul 2022).

The current exit price of the Westpac Found Plan Conservative Growth managed fund is $1.6908 per unit and the current entry price is $1.6908 per unit (as at 29 Jul 2022).

The minimum initial investment amount for the Westpac Found Plan Conservative Growth managed fund is $3,000. Minimum additional investment is $1000.