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, 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

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

% 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.

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	3.12%	11.29%	3.77%	17.49%	19.85%	19.1%	16.32%	12.14%

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: 0.15%

Australian Equities: 1.13%

International Equities: 95.69%

Cash: 1.81%

Property & Infrastructure: 1.23%

Fixed Interest: -0.01%

General Information

Fund Details

Type	Description
Fund Name	Westpac International Equity Index B
Fund Status	Closed
Responsible Entity	Westpac Financial Services Limited
APIR Code
Sector/Asset Class	Equity World Other
Morningstar Rating	Not Rated
Legal Structure	Superannuation Fund
Fund Inception	19 Jan 1989
Fund Size	$0 million (as at 31 Mar 1991)
Entry Price	$1 (as at 7 Feb 1992)
Exit Price	$1 (as at 7 Feb 1992)
Fund Status	Finalised

Offer information

Type	Description
Minimum initial investment	$1,000.00

FAQs about the Westpac International Equity Index B

What is the objective of the Westpac International Equity Index B managed fund?

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.

What is the strategy for the Westpac International Equity Index B managed fund?

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).

What is the APIR code of the Westpac International Equity Index B managed fund?

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

What was Westpac International Equity Index B’s total return last month?

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.

What was Westpac International Equity Index B’s total return for the last three months?

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.

What is Westpac International Equity Index B’s one-year total return?

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.

What is Westpac International Equity Index B’s three-year total return?

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.

What is the asset allocation of the Westpac International Equity Index B managed fund?

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%

Who is the responsible Entity of the Westpac International Equity Index B managed fund?

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

What sector/asset class does the Westpac International Equity Index B managed fund belong to?

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

What is the size of the Westpac International Equity Index B managed fund?

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

What is the inception date of the Westpac International Equity Index B managed fund?

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

What is the current entry price of the Westpac International Equity Index B managed fund?

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).

What is the current exit price of the Westpac International Equity Index B managed fund?

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).

What is the minimum investment amount for the Westpac International Equity Index B managed fund?

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.

What our members say about us