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  5. Westpac Personal Super Dynamic Growth - Managed fund profile

Westpac Personal Super Dynamic Growth - Managed Fund (Closed)

Fund Objective
This product aims to provide a high level of capital security. This Fund is designed for the conservative, short to medium term (1 - 3 yrs) investor, who seeks capital security with returns linked to prevailing interest rates.
Fund Strategy
Invest primarily in cash (short term) and fixed interest (medium to long term) securities issued by Government and Semi-Government authorities and banks, as well as deposits with Credit Unions.

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 1.88% 5.16% 8.46% 13.3% 12.41% 13.54% 6.92% 8.4%
Growth return 1.88% 5.16% 8.46% 13.3% 12.41% 13.54% 6.92% 8.4%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.72% 6.62% 4.1% 10.61% 11.6% 10.22% 9.06% 7.43%
As at 31 Dec 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Westpac Personal Super Dynamic Growth
Australian Equities
33.12%
International Equities
37.44%
Cash
2.14%
Property & Infrastructure
4.61%
Fixed Interest
10.35%
Alternatives
12.34%
Average Allocation of Peers
Australian Equities
26.16%
International Equities
33.79%
Cash
6.45%
Property & Infrastructure
6.92%
Fixed Interest
22.65%
Alternatives
4.03%

General Information

Fund Details
Type Description
Westpac Personal Super Dynamic Growth
Closed
Westpac Life Insurance Services Limited
APC0403AU
Multisector Growth
starstar (as at 31 Dec 2006)
Superannuation Fund
1 Jan 1991
$0 million (as at 30 Nov 2022)
$9.1269 (as at 18 Aug 2020)
$9.1269 (as at 18 Aug 2020)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.74% (as at 30 Jun 2015)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the Westpac Personal Super Dynamic Growth

The objective of the Westpac Personal Super Dynamic Growth managed fund is This product aims to provide a high level of capital security. This Fund is designed for the conservative, short to medium term (1 - 3 yrs) investor, who seeks capital security with returns linked to prevailing interest rates.

The strategy of the Westpac Personal Super Dynamic Growth managed fund is Invest primarily in cash (short term) and fixed interest (medium to long term) securities issued by Government and Semi-Government authorities and banks, as well as deposits with Credit Unions.

The APIR code of the Westpac Personal Super Dynamic Growth managed fund is APC0403AU.

Westpac Personal Super Dynamic Growth’s total return last month was 1.88%. This was made up of a growth return of 1.88% and an income return of 0%. These returns were calculated as at 31 Dec 2006.

Westpac Personal Super Dynamic Growth’s total return for the last three months was 5.16%. This was made up of a growth return of 5.16% and an income return of 0%%. These returns were calculated as at 31 Dec 2006.

Westpac Personal Super Dynamic Growth’s one-year total return is 13.3%. This was made up of a growth return of 13.3% and an income return of 0%. These returns were calculated as at 31 Dec 2006.

Westpac Personal Super Dynamic Growth’s one-year total return is 13.54%. This was made up of a growth return of 13.54% and an income return of 0%. These returns were calculated as at 31 Dec 2006.

The asset allocation of the Westpac Personal Super Dynamic Growth managed fund is :

Australian Equities
33.12%
International Equities
37.44%
Cash
2.14%
Property & Infrastructure
4.61%
Fixed Interest
10.35%
Alternatives
12.34%

The Responsible Entity for the Westpac Personal Super Dynamic Growth managed fund is Westpac Life Insurance Services Limited.

The Westpac Personal Super Dynamic Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Nov 2022, the size of the Westpac Personal Super Dynamic Growth managed fund was $0 million.

The Westpac Personal Super Dynamic Growth managed fund has an inception date of 1 Jan 1991.

The current entry price of the Westpac Personal Super Dynamic Growth managed fund is $9.1269 per unit and the current exit price is $9.1269 per unit (as at 18 Aug 2020).

The current exit price of the Westpac Personal Super Dynamic Growth managed fund is $9.1269 per unit and the current entry price is $9.1269 per unit (as at 18 Aug 2020).

The minimum initial investment amount for the Westpac Personal Super Dynamic Growth 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.