Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
| 1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
| Total return | -0.06% | 1.35% | -8.71% | -1.98% | 0.04% | 4.77% | 3.11% | 8.2% |
| Growth return | -0.06% | 1.35% | -8.71% | -1.98% | 0.04% | 4.77% | 3.11% | 8.2% |
| Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
|
Market index (MSCI World Ex Australia NR AUD)
|
||||||||
| Total return | 0.17% | 5.55% | 12.54% | 16.49% | 23.17% | 20.16% | 15.67% | 13.08% |
| Type | Description |
| Westpac Lifetime Superannuation - Westpac International Shares NE | |
| Closed | |
| Westpac Financial Services Limited | |
| WFS0349AU | |
| Equity World Large Blend | |
| Superannuation Fund | |
| 20 Feb 2002 | |
| $0 million (as at 30 Apr 2023) | |
| $1.523 (as at 17 Aug 2020) | |
| $1.5215 (as at 17 Aug 2020) | |
| Finalised |
| Type | Description |
| Indirect Cost Ratio (ICR) | 2.70% (as at 30 Jun 2015) |
| Minimum initial investment | $3,000.00 |
| Holding (as at 30 Jun 2016) | Type | % of Portfolio |
| Westpac International Equity Index A | Mutual Fund - Open End | 76.45% |
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The objective of the Westpac Lifetime Superannuation - Westpac International Shares NE managed fund is To provide capital growth plus some income over the recommended investment timeframe of five years or more.
The strategy of the Westpac Lifetime Superannuation - Westpac International Shares NE managed fund is Invests mostly in shares or other corporate securities listed on major sharemarkets in North America, Europe, Japan and Asia.
The APIR code of the Westpac Lifetime Superannuation - Westpac International Shares NE managed fund is WFS0349AU.
Westpac Lifetime Superannuation - Westpac International Shares NE’s total return last month was -0.06%. This was made up of a growth return of -0.06% and an income return of 0%. These returns were calculated as at 31 Jul 2020.
Westpac Lifetime Superannuation - Westpac International Shares NE’s total return for the last three months was 1.35%. This was made up of a growth return of 1.35% and an income return of 0%%. These returns were calculated as at 31 Jul 2020.
Westpac Lifetime Superannuation - Westpac International Shares NE’s one-year total return is -1.98%. This was made up of a growth return of -1.98% and an income return of 0%. These returns were calculated as at 31 Jul 2020.
Westpac Lifetime Superannuation - Westpac International Shares NE’s one-year total return is 4.77%. This was made up of a growth return of 4.77% and an income return of 0%. These returns were calculated as at 31 Jul 2020.
The asset allocation of the Westpac Lifetime Superannuation - Westpac International Shares NE managed fund is :
The Responsible Entity for the Westpac Lifetime Superannuation - Westpac International Shares NE managed fund is Westpac Financial Services Limited.
The Westpac Lifetime Superannuation - Westpac International Shares NE managed fund belongs to the Equity World Large Blend sector/asset class.
As at 30 Apr 2023, the size of the Westpac Lifetime Superannuation - Westpac International Shares NE managed fund was $0 million.
The Westpac Lifetime Superannuation - Westpac International Shares NE managed fund has an inception date of 20 Feb 2002.
The current entry price of the Westpac Lifetime Superannuation - Westpac International Shares NE managed fund is $1.523 per unit and the current exit price is $1.5215 per unit (as at 17 Aug 2020).
The current exit price of the Westpac Lifetime Superannuation - Westpac International Shares NE managed fund is $1.5215 per unit and the current entry price is $1.523 per unit (as at 17 Aug 2020).
The minimum initial investment amount for the Westpac Lifetime Superannuation - Westpac International Shares NE 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.