InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. Westpac Personal Super Bond Performance Protected - Managed fund profile

Westpac Personal Super Bond Performance Protected - Managed Fund

Fund Objective
This product aims to provide higher returns than those available from a fixed interest portfolio, together with safety of capital. This portfolio is designed for the medium to long term (over 3 years).
Fund Strategy
Invest primarily in cash and certain fixed interest securities, together with a portfolio of shares and property related investments not exceeding 35% of the Portfolio's assets.

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 0.22% 1.65% -2.59% -1.75% 1.06% 1.38% 1.33% 2.93%
Growth return 0.22% 1.65% -2.59% -1.75% 1.06% 1.38% 1.33% 2.93%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 1.06% 2.87% 4.38% 7.21% 7.92% 6.66% 3.89% 4.5%
As at 31 Jul 2020. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Westpac Personal Super Bond Performance Protected
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
10.90%
International Equities
14.96%
Cash
15.06%
Property & Infrastructure
3.69%
Fixed Interest
49.80%
Alternatives
5.60%

General Information

Fund Details
Type Description
Westpac Personal Super Bond Performance Protected
Westpac Life Insurance Services Limited
APC0414AU
Multisector Moderate
starstar (as at 31 Jul 2020)
Superannuation Fund
1 May 1991
n/a
$3.1925 (as at 18 Aug 2020)
$3.1925 (as at 18 Aug 2020)
Open
Offer information
Type Description
Standard entry fee 4%
Indirect Cost Ratio (ICR) 1.74% (as at 30 Jun 2013)
Performance fee (not included in ICR) Not Available

FAQs about the Westpac Personal Super Bond Performance Protected

The objective of the Westpac Personal Super Bond Performance Protected managed fund is This product aims to provide higher returns than those available from a fixed interest portfolio, together with safety of capital. This portfolio is designed for the medium to long term (over 3 years).

The strategy of the Westpac Personal Super Bond Performance Protected managed fund is Invest primarily in cash and certain fixed interest securities, together with a portfolio of shares and property related investments not exceeding 35% of the Portfolio's assets.

The APIR code of the Westpac Personal Super Bond Performance Protected managed fund is APC0414AU.

Westpac Personal Super Bond Performance Protected’s total return last month was 0.22%. This was made up of a growth return of 0.22% and an income return of 0%. These returns were calculated as at 31 Jul 2020.

Westpac Personal Super Bond Performance Protected’s total return for the last three months was 1.65%. This was made up of a growth return of 1.65% and an income return of 0%%. These returns were calculated as at 31 Jul 2020.

Westpac Personal Super Bond Performance Protected’s one-year total return is -1.75%. This was made up of a growth return of -1.75% and an income return of 0%. These returns were calculated as at 31 Jul 2020.

Westpac Personal Super Bond Performance Protected’s one-year total return is 1.38%. This was made up of a growth return of 1.38% and an income return of 0%. These returns were calculated as at 31 Jul 2020.

The asset allocation of the Westpac Personal Super Bond Performance Protected 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 Performance Protected managed fund is Westpac Life Insurance Services Limited.

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

As at 28 Feb 2015, the size of the Westpac Personal Super Bond Performance Protected managed fund was $ million.

The Westpac Personal Super Bond Performance Protected managed fund has an inception date of 1 May 1991.

The current entry price of the Westpac Personal Super Bond Performance Protected managed fund is $3.1925 per unit and the current exit price is $3.1925 per unit (as at 18 Aug 2020).

The current exit price of the Westpac Personal Super Bond Performance Protected managed fund is $3.1925 per unit and the current entry price is $3.1925 per unit (as at 18 Aug 2020).

The minimum initial investment amount for the Westpac Personal Super Bond Performance Protected managed fund is $.

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.