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  5. Westpac Personal Super Bond Capital Stable - Managed fund profile

Westpac Personal Super Bond Capital Stable - Managed Fund (Closed)

Fund Objective
Aims to provide a conservative level of capital growth over the medium term (at least three years) and a relatively high level of interest earnings.
Fund Strategy
Invests directly through a life policy so that the majority of the underlying assets provide income for reinvestment. Such assets include bank-backed bills and cash on deposit. Part of the underlying assets of the portfolio also include growth assets, such as shares and property, to provide potential for higher returns.

Fund Performance Comparison

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Fees Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.2% 1.3% -2.45% -1.35% 1.52% 1.86% 1.82% 3.43%
Growth return 0.2% 1.3% -2.45% -1.35% 1.52% 1.86% 1.82% 3.43%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 0.71% 3.11% 3.39% 6.96% 7.42% 5.65% 3.85% 4.23%
As at 31 Jul 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Westpac Personal Super Bond Capital Stable
Australian Equities
5.93%
International Equities
5.97%
Cash
49.63%
Property & Infrastructure
3.63%
Fixed Interest
30.96%
Alternatives
3.87%
Average Allocation of Peers
Australian Equities
10.48%
International Equities
14.02%
Cash
14.62%
Property & Infrastructure
3.89%
Fixed Interest
51.13%
Alternatives
5.85%

General Information

Fund Details
Type Description
Westpac Personal Super Bond Capital Stable
Closed
Westpac Life Insurance Services Limited
APC0433AU
Multisector Moderate
starstar (as at 31 Jul 2020)
Superannuation Fund
1 Oct 1992
$0.86 million (as at 31 Jan 2015)
$3.4992 (as at 18 Aug 2020)
$3.4992 (as at 18 Aug 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.13% (as at 30 Jun 2015)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the Westpac Personal Super Bond Capital Stable

The objective of the Westpac Personal Super Bond Capital Stable managed fund is Aims to provide a conservative level of capital growth over the medium term (at least three years) and a relatively high level of interest earnings.

The strategy of the Westpac Personal Super Bond Capital Stable managed fund is Invests directly through a life policy so that the majority of the underlying assets provide income for reinvestment. Such assets include bank-backed bills and cash on deposit. Part of the underlying assets of the portfolio also include growth assets, such as shares and property, to provide potential for higher returns.

The APIR code of the Westpac Personal Super Bond Capital Stable managed fund is APC0433AU.

Westpac Personal Super Bond Capital Stable’s total return last month was 0.2%. This was made up of a growth return of 0.2% and an income return of 0%. These returns were calculated as at 31 Jul 2020.

Westpac Personal Super Bond Capital Stable’s total return for the last three months was 1.3%. This was made up of a growth return of 1.3% and an income return of 0%%. These returns were calculated as at 31 Jul 2020.

Westpac Personal Super Bond Capital Stable’s one-year total return is -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 Personal Super Bond Capital Stable’s one-year total return is 1.86%. This was made up of a growth return of 1.86% and an income return of 0%. These returns were calculated as at 31 Jul 2020.

The asset allocation of the Westpac Personal Super Bond Capital Stable managed fund is :

Australian Equities
5.93%
International Equities
5.97%
Cash
49.63%
Property & Infrastructure
3.63%
Fixed Interest
30.96%
Alternatives
3.87%

The Responsible Entity for the Westpac Personal Super Bond Capital Stable managed fund is Westpac Life Insurance Services Limited.

The Westpac Personal Super Bond Capital Stable managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Jan 2015, the size of the Westpac Personal Super Bond Capital Stable managed fund was $0.86 million.

The Westpac Personal Super Bond Capital Stable managed fund has an inception date of 1 Oct 1992.

The current entry price of the Westpac Personal Super Bond Capital Stable managed fund is $3.4992 per unit and the current exit price is $3.4992 per unit (as at 18 Aug 2020).

The current exit price of the Westpac Personal Super Bond Capital Stable managed fund is $3.4992 per unit and the current entry price is $3.4992 per unit (as at 18 Aug 2020).

The minimum initial investment amount for the Westpac Personal Super Bond Capital Stable managed fund is $0. Minimum additional investment is $0.

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.