InvestSMART

Westpac Pooled Super Fund - Capital Growth - Managed Fund (Closed)

Fund Objective
Maximise capital growth and long term income.
Fund Strategy
Invest in shares, real estate, mortgages, and trustee investments. Real estate investments will be principally prime commercial and industial properites, share investments are both Australian and overseas.

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 0.29% -3.93% -2.12% -1.87% 8.87% 7.27% -% -%
Growth return 0.29% -3.93% -2.12% -1.87% 8.87% 7.27% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.38% -0.09% 4.07% 8.34% 11.24% 10.63% 8.07% 8.42%
As at 31 Oct 1992. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
6.79%
Australian Equities
27.17%
International Equities
33.81%
Cash
5.02%
Property & Infrastructure
6.61%
Fixed Interest
20.60%

General Information

Fund Details
Type Description
Westpac Pooled Super Fund - Capital Growth (Wholesale)
Closed
Westpac Superannuation Funds Limited
Multisector Growth
Not Rated
Superannuation Fund
1 Dec 1987
$0.15 million (as at 30 Nov 1992)
$1.6146 (as at 31 Oct 1992)
$1.6146 (as at 31 Oct 1992)
Finalised
Offer information
Type Description
Minimum initial investment
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FAQs about the Westpac Pooled Super Fund - Capital Growth

The objective of the Westpac Pooled Super Fund - Capital Growth managed fund is Maximise capital growth and long term income.

The strategy of the Westpac Pooled Super Fund - Capital Growth managed fund is Invest in shares, real estate, mortgages, and trustee investments. Real estate investments will be principally prime commercial and industial properites, share investments are both Australian and overseas.

The APIR code of the Westpac Pooled Super Fund - Capital Growth managed fund is .

Westpac Pooled Super Fund - Capital Growth’s total return last month was 0.29%. This was made up of a growth return of 0.29% and an income return of 0%. These returns were calculated as at 31 Oct 1992.

Westpac Pooled Super Fund - Capital Growth’s total return for the last three months was -3.93%. This was made up of a growth return of -3.93% and an income return of 0%%. These returns were calculated as at 31 Oct 1992.

Westpac Pooled Super Fund - Capital Growth’s one-year total return is -1.87%. This was made up of a growth return of -1.87% and an income return of 0%. These returns were calculated as at 31 Oct 1992.

Westpac Pooled Super Fund - Capital Growth’s one-year total return is 7.27%. This was made up of a growth return of 7.27% and an income return of 0%. These returns were calculated as at 31 Oct 1992.

The asset allocation of the Westpac Pooled Super Fund - Capital Growth managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Responsible Entity for the Westpac Pooled Super Fund - Capital Growth managed fund is Westpac Superannuation Funds Limited.

The Westpac Pooled Super Fund - Capital Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Nov 1992, the size of the Westpac Pooled Super Fund - Capital Growth managed fund was $0.15 million.

The Westpac Pooled Super Fund - Capital Growth managed fund has an inception date of 1 Dec 1987.

The current entry price of the Westpac Pooled Super Fund - Capital Growth managed fund is $1.6146 per unit and the current exit price is $1.6146 per unit (as at 31 Oct 1992).

The current exit price of the Westpac Pooled Super Fund - Capital Growth managed fund is $1.6146 per unit and the current entry price is $1.6146 per unit (as at 31 Oct 1992).

The minimum initial investment amount for the Westpac Pooled Super Fund - Capital Growth managed fund 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.