InvestSMART

Westpac International Equity Index B - Managed Fund (Closed)

Fund Objective
To closely replicate the performance of the Morgan Stanley Capital International World Ex-Australia Index with a fully hedged foreign currency exposure.
Fund Strategy
To invest in ordinary shares of companies listed on the major international stock exchanges with a view to reflecting the performance of a representative group of leading companies quoted on international stockmarkets (fully hedged).

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0% 0% 0% 0% 0% -% -% -%
Growth return 0% 0% 0% 0% 0% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.32% 6.34% 18.35% 22.32% 25.76% 20.9% 17.3% 12.82%
As at 31 Oct 1991. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
0.12%
Australian Equities
1.96%
International Equities
94.90%
Cash
1.86%
Property & Infrastructure
1.16%
Fixed Interest
0%

General Information

Fund Details
Type Description
Westpac International Equity Index B
Closed
Westpac Financial Services Limited
Equity World Other
Not Rated
Superannuation Fund
19 Jan 1989
$0 million (as at 31 Mar 1991)
$1 (as at 7 Feb 1992)
$1 (as at 7 Feb 1992)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00

FAQs about the Westpac International Equity Index B

The objective of the Westpac International Equity Index B managed fund is To closely replicate the performance of the Morgan Stanley Capital International World Ex-Australia Index with a fully hedged foreign currency exposure.

The strategy of the Westpac International Equity Index B managed fund is To invest in ordinary shares of companies listed on the major international stock exchanges with a view to reflecting the performance of a representative group of leading companies quoted on international stockmarkets (fully hedged).

The APIR code of the Westpac International Equity Index B managed fund is .

Westpac International Equity Index B’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 31 Oct 1991.

Westpac International Equity Index B’s total return for the last three months was 0%. This was made up of a growth return of 0% and an income return of 0%%. These returns were calculated as at 31 Oct 1991.

Westpac International Equity Index B’s one-year total return is 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 31 Oct 1991.

Westpac International Equity Index B’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 1991.

The asset allocation of the Westpac International Equity Index B managed fund is :

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

The Responsible Entity for the Westpac International Equity Index B managed fund is Westpac Financial Services Limited.

The Westpac International Equity Index B managed fund belongs to the Equity World Other sector/asset class.

As at 31 Mar 1991, the size of the Westpac International Equity Index B managed fund was $0 million.

The Westpac International Equity Index B managed fund has an inception date of 19 Jan 1989.

The current entry price of the Westpac International Equity Index B managed fund is $1 per unit and the current exit price is $1 per unit (as at 7 Feb 1992).

The current exit price of the Westpac International Equity Index B managed fund is $1 per unit and the current entry price is $1 per unit (as at 7 Feb 1992).

The minimum initial investment amount for the Westpac International Equity Index B managed fund is $1,000.

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.