Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 2.68% | -2.2% | -3.23% | -1.95% | 8.14% | 3.7% | 5.29% | 6.73% |
Growth return | -4.16% | -5.53% | -7.45% | -3.15% | 6.9% | 3.46% | 4.72% | 6.65% |
Income return | 6.84% | 3.33% | 4.22% | 1.2% | 1.24% | 0.24% | 0.57% | 0.08% |
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
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Total return | 1.9% | 5.39% | 7.14% | 12.12% | 12.75% | 11.38% | 8.95% | 8.08% |
Type | Description |
Westpac Rollover Investment Bond Managed Growth | |
Closed | |
Westpac Life Insurance Services Limited | |
APC0714AU | |
Multisector Growth | |
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|
Superannuation Fund | |
1 Oct 1992 | |
$0 million (as at 30 Sep 2022) | |
$6.712 (as at 29 Jul 2022) | |
$6.712 (as at 29 Jul 2022) | |
Finalised |
Type | Description |
Indirect Cost Ratio (ICR) | 1.27% (as at 30 Jun 2021) |
Performance fee (not included in ICR) | 0 |
Minimum initial investment | |
Minimum additional investments | |
Minimum redemption amount |
The objective of the Westpac Rollover Investment Bond Managed Growth managed fund is N/A
The strategy of the Westpac Rollover Investment Bond Managed Growth managed fund is N/A
The APIR code of the Westpac Rollover Investment Bond Managed Growth managed fund is APC0714AU.
Westpac Rollover Investment Bond Managed Growth’s total return last month was 2.68%. This was made up of a growth return of -4.16% and an income return of 6.84%. These returns were calculated as at 31 Jul 2022.
Westpac Rollover Investment Bond Managed Growth’s total return for the last three months was -2.2%. This was made up of a growth return of -5.53% and an income return of 3.33%%. These returns were calculated as at 31 Jul 2022.
Westpac Rollover Investment Bond Managed Growth’s one-year total return is -1.95%. This was made up of a growth return of -3.15% and an income return of 1.2%. These returns were calculated as at 31 Jul 2022.
Westpac Rollover Investment Bond Managed Growth’s one-year total return is 3.7%. This was made up of a growth return of 3.46% and an income return of 0.24%. These returns were calculated as at 31 Jul 2022.
The asset allocation of the Westpac Rollover Investment Bond Managed Growth managed fund is :
The Responsible Entity for the Westpac Rollover Investment Bond Managed Growth managed fund is Westpac Life Insurance Services Limited.
The Westpac Rollover Investment Bond Managed Growth managed fund belongs to the Multisector Growth sector/asset class.
As at 30 Sep 2022, the size of the Westpac Rollover Investment Bond Managed Growth managed fund was $0 million.
The Westpac Rollover Investment Bond Managed Growth managed fund has an inception date of 1 Oct 1992.
The current entry price of the Westpac Rollover Investment Bond Managed Growth managed fund is $6.712 per unit and the current exit price is $6.712 per unit (as at 29 Jul 2022).
The current exit price of the Westpac Rollover Investment Bond Managed Growth managed fund is $6.712 per unit and the current entry price is $6.712 per unit (as at 29 Jul 2022).
The minimum initial investment amount for the Westpac Rollover Investment Bond Managed 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.