InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. Westpac Lifetime Superannuation - BT Australian Share NEF - Managed fund profile

Westpac Lifetime Superannuation - BT Australian Share NEF - Managed Fund (Closed)

Fund Objective
To provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 Accumulation Index over the medium to long term.
Fund Strategy
The Fund is designed for investors who want the potential for long term capital growth and tax effective income, diversification across a broad range of Australian companies and industries and are prepared to accept higher variability of returns. The Underlying Fund may also hold cash and may use derivatives.

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 0.98% 8.55% -14.75% -9.96% -1.2% 3.18% 2.46% 5.07%
Growth return 0.98% 8.55% -14.75% -9.96% -1.2% 3.18% 2.46% 5.07%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 31 Jul 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Westpac Lifetime Superannuation - BT Australian Share NEF
Australian Equities
96.81%
Cash
3.19%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.72%
Cash
-0.78%
International Equities
4.82%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
Westpac Lifetime Superannuation - BT Australian Share NEF
Closed
Westpac Financial Services Limited
WFS0345AU
Equity Australia Large Blend
starstar (as at 31 Jul 2020)
Superannuation Fund
20 Feb 2002
$0 million (as at 30 Apr 2023)
$2.8558 (as at 17 Aug 2020)
$2.8416 (as at 17 Aug 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 2.70% (as at 30 Jun 2015)
Minimum initial investment $3,000.00

Top 10 holdings (as at 31 Aug 2017)

Holding (as at 31 Aug 2017) Type % of Portfolio
Commonwealth Bank of Australia Equity 10.51%
Login now to view the complete list of holdings.

FAQs about the Westpac Lifetime Superannuation - BT Australian Share NEF

The objective of the Westpac Lifetime Superannuation - BT Australian Share NEF managed fund is To provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 Accumulation Index over the medium to long term.

The strategy of the Westpac Lifetime Superannuation - BT Australian Share NEF managed fund is The Fund is designed for investors who want the potential for long term capital growth and tax effective income, diversification across a broad range of Australian companies and industries and are prepared to accept higher variability of returns. The Underlying Fund may also hold cash and may use derivatives.

The APIR code of the Westpac Lifetime Superannuation - BT Australian Share NEF managed fund is WFS0345AU.

Westpac Lifetime Superannuation - BT Australian Share NEF’s total return last month was 0.98%. This was made up of a growth return of 0.98% and an income return of 0%. These returns were calculated as at 31 Jul 2020.

Westpac Lifetime Superannuation - BT Australian Share NEF’s total return for the last three months was 8.55%. This was made up of a growth return of 8.55% and an income return of 0%%. These returns were calculated as at 31 Jul 2020.

Westpac Lifetime Superannuation - BT Australian Share NEF’s one-year total return is -9.96%. This was made up of a growth return of -9.96% and an income return of 0%. These returns were calculated as at 31 Jul 2020.

Westpac Lifetime Superannuation - BT Australian Share NEF’s one-year total return is 3.18%. This was made up of a growth return of 3.18% and an income return of 0%. These returns were calculated as at 31 Jul 2020.

The asset allocation of the Westpac Lifetime Superannuation - BT Australian Share NEF managed fund is :

Australian Equities
96.81%
Cash
3.19%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Westpac Lifetime Superannuation - BT Australian Share NEF managed fund is Westpac Financial Services Limited.

The Westpac Lifetime Superannuation - BT Australian Share NEF managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Apr 2023, the size of the Westpac Lifetime Superannuation - BT Australian Share NEF managed fund was $0 million.

The Westpac Lifetime Superannuation - BT Australian Share NEF managed fund has an inception date of 20 Feb 2002.

The current entry price of the Westpac Lifetime Superannuation - BT Australian Share NEF managed fund is $2.8558 per unit and the current exit price is $2.8416 per unit (as at 17 Aug 2020).

The current exit price of the Westpac Lifetime Superannuation - BT Australian Share NEF managed fund is $2.8416 per unit and the current entry price is $2.8558 per unit (as at 17 Aug 2020).

The minimum initial investment amount for the Westpac Lifetime Superannuation - BT Australian Share NEF managed fund is $3,000.

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.