Westpac Lifetime Superannuation - Westpac Moderate Growth - Managed Fund (Closed)

The objective of the Westpac Lifetime Superannuation - Westpac Moderate Growth 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 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 managed fund is WFS0029AU.

Westpac Lifetime Superannuation - Westpac Moderate Growth’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’s total return for the last three months was 1.79%. This was made up of a growth return of 1.79% and an income return of 0%%. These returns were calculated as at 31 Jul 2020.

Westpac Lifetime Superannuation - Westpac Moderate Growth’s one-year total return is -2.35%. This was made up of a growth return of -2.35% and an income return of 0%. These returns were calculated as at 31 Jul 2020.

Westpac Lifetime Superannuation - Westpac Moderate Growth’s one-year total return is 1.44%. This was made up of a growth return of 1.44% 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 managed fund is :

The Responsible Entity for the Westpac Lifetime Superannuation - Westpac Moderate Growth managed fund is Westpac Financial Services Limited.

The Westpac Lifetime Superannuation - Westpac Moderate Growth 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 managed fund was $0 million.

The Westpac Lifetime Superannuation - Westpac Moderate Growth managed fund has an inception date of 21 Mar 1995.

The current entry price of the Westpac Lifetime Superannuation - Westpac Moderate Growth managed fund is $2.8759 per unit and the current exit price is $2.8693 per unit (as at 17 Aug 2020).

The current exit price of the Westpac Lifetime Superannuation - Westpac Moderate Growth managed fund is $2.8693 per unit and the current entry price is $2.8759 per unit (as at 17 Aug 2020).

The minimum initial investment amount for the Westpac Lifetime Superannuation - Westpac Moderate Growth managed fund is $3,000. Minimum additional investment is $0.