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 | 0.25% | 1.78% | -3.69% | -2.64% | 0.48% | 1.07% | 1% | 3.09% |
| Growth return | 0.25% | 1.78% | -3.69% | -2.64% | 0.48% | 1.07% | 1% | 3.09% |
| Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
|
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
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| Total return | -0.53% | 0.79% | 3.68% | 6.18% | 8.49% | 6.43% | 3.47% | 4.52% |
| Type | Description |
| Westpac Lifetime Superannuation - Westpac Moderate Growth NE | |
| Closed | |
| Westpac Financial Services Limited | |
| WFS0350AU | |
| Multisector Moderate | |
| Superannuation Fund | |
| 24 Feb 2002 | |
| $0 million (as at 30 Apr 2023) | |
| $1.7706 (as at 17 Aug 2020) | |
| $1.7665 (as at 17 Aug 2020) | |
| Finalised |
| Type | Description |
| Indirect Cost Ratio (ICR) | 2.67% (as at 30 Jun 2015) |
| Minimum initial investment | $3,000.00 |
The objective of the Westpac Lifetime Superannuation - Westpac Moderate Growth NE managed fund is Aims to provide a moderate level of capital growth over the medium term (at least three years) and a moderate level of interest earnings.
The strategy of the Westpac Lifetime Superannuation - Westpac Moderate Growth NE managed fund is The fund will invest either directly or indirectly through collective investments (such as life policies or unit trusts) so that the underlying assets of the Investment Option consist mainly of interest bearing investments (such as Australian and international bonds, debt securities, bank-backed bills and cash on deposit) and a moderate holding of growth assets (such as shares and property).
The APIR code of the Westpac Lifetime Superannuation - Westpac Moderate Growth NE managed fund is WFS0350AU.
Westpac Lifetime Superannuation - Westpac Moderate Growth NE’s total return last month was 0.25%. This was made up of a growth return of 0.25% and an income return of 0%. These returns were calculated as at 31 Jul 2020.
Westpac Lifetime Superannuation - Westpac Moderate Growth NE’s total return for the last three months was 1.78%. This was made up of a growth return of 1.78% and an income return of 0%%. These returns were calculated as at 31 Jul 2020.
Westpac Lifetime Superannuation - Westpac Moderate Growth NE’s one-year total return is -2.64%. This was made up of a growth return of -2.64% and an income return of 0%. These returns were calculated as at 31 Jul 2020.
Westpac Lifetime Superannuation - Westpac Moderate Growth NE’s one-year total return is 1.07%. This was made up of a growth return of 1.07% and an income return of 0%. These returns were calculated as at 31 Jul 2020.
The asset allocation of the Westpac Lifetime Superannuation - Westpac Moderate Growth NE managed fund is :
The Responsible Entity for the Westpac Lifetime Superannuation - Westpac Moderate Growth NE managed fund is Westpac Financial Services Limited.
The Westpac Lifetime Superannuation - Westpac Moderate Growth NE managed fund belongs to the Multisector Moderate sector/asset class.
As at 30 Apr 2023, the size of the Westpac Lifetime Superannuation - Westpac Moderate Growth NE managed fund was $0 million.
The Westpac Lifetime Superannuation - Westpac Moderate Growth NE managed fund has an inception date of 24 Feb 2002.
The current entry price of the Westpac Lifetime Superannuation - Westpac Moderate Growth NE managed fund is $1.7706 per unit and the current exit price is $1.7665 per unit (as at 17 Aug 2020).
The current exit price of the Westpac Lifetime Superannuation - Westpac Moderate Growth NE managed fund is $1.7665 per unit and the current entry price is $1.7706 per unit (as at 17 Aug 2020).
The minimum initial investment amount for the Westpac Lifetime Superannuation - Westpac Moderate Growth 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.