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  5. Westpac Found Plan Moderate Growth - Managed fund profile

Westpac Found Plan Moderate Growth - Managed Fund (Closed)

Fund Objective
Aims to provide a moderate level of capital growth over the medium term (at least three years) and a moderate level of interest earnings.
Fund Strategy
Invests either directly or indirectly through collective investments (such as life policies or unit trusts) so that the underlying assets of the Investment Option consist mainly of interest bearing investments (such as Australian and international bonds, debt securities, bank-backed bills and cash on deposit) and a moderate holding of growth assets (such as shares and property).

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 1.81% -0.53% -2.42% -3.28% 0.85% -0.06% 0.99% 2.21%
Growth return -1.81% -3.12% -5.21% -4.05% 0.06% -0.45% 0.63% 2.13%
Income return 3.62% 2.59% 2.79% 0.77% 0.79% 0.39% 0.36% 0.08%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD )
Total return 2.23% 3.89% 4.11% 7.88% 5% 1.26% 2.67% 4.31%
As at 31 Jul 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Westpac Found Plan Moderate Growth
Australian Equities
9.45%
International Equities
11.72%
Cash
10.61%
Property
4.43%
Fixed Interest
49.40%
Alternatives
14.39%
Average Allocation of Peers
Australian Equities
11.02%
International Equities
13.27%
Cash
18.60%
Property
4.45%
Fixed Interest
46.23%
Alternatives
6.43%

General Information

Fund Details
Type Description
Westpac Found Plan Moderate Growth
Closed
Westpac Life Insurance Services Limited
WFS0036AU
Multisector Moderate
starstarstar (as at 31 Jul 2022)
Investment Fund
1 Jul 1997
$0 million (as at 30 Sep 2022)
$1.9211 (as at 29 Jul 2022)
$1.9211 (as at 29 Jul 2022)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.87% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0
Minimum initial investment $3,000.00
Minimum additional investments $1,000.00
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2023)

Holding (as at 31 Dec 2023) Type % of Portfolio
Pendal Fd Svcs Mutual Fund - Open End 25.95%
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FAQs about the Westpac Found Plan Moderate Growth

The objective of the Westpac Found Plan Moderate Growth managed fund is Aims to provide a moderate level of capital growth over the medium term (at least three years) and a moderate level of interest earnings.

The strategy of the Westpac Found Plan Moderate Growth managed fund is Invests either directly or indirectly through collective investments (such as life policies or unit trusts) so that the underlying assets of the Investment Option consist mainly of interest bearing investments (such as Australian and international bonds, debt securities, bank-backed bills and cash on deposit) and a moderate holding of growth assets (such as shares and property).

The APIR code of the Westpac Found Plan Moderate Growth managed fund is WFS0036AU.

Westpac Found Plan Moderate Growth’s total return last month was 1.81%. This was made up of a growth return of -1.81% and an income return of 3.62%. These returns were calculated as at 31 Jul 2022.

Westpac Found Plan Moderate Growth’s total return for the last three months was -0.53%. This was made up of a growth return of -3.12% and an income return of 2.59%%. These returns were calculated as at 31 Jul 2022.

Westpac Found Plan Moderate Growth’s one-year total return is -3.28%. This was made up of a growth return of -4.05% and an income return of 0.77%. These returns were calculated as at 31 Jul 2022.

Westpac Found Plan Moderate Growth’s one-year total return is -0.06%. This was made up of a growth return of -0.45% and an income return of 0.39%. These returns were calculated as at 31 Jul 2022.

The asset allocation of the Westpac Found Plan Moderate Growth managed fund is :

Australian Equities
9.45%
International Equities
11.72%
Cash
10.61%
Property
4.43%
Fixed Interest
49.40%
Alternatives
14.39%

The Responsible Entity for the Westpac Found Plan Moderate Growth managed fund is Westpac Life Insurance Services Limited.

The Westpac Found Plan Moderate Growth managed fund belongs to the Multisector Moderate sector/asset class.

As at 30 Sep 2022, the size of the Westpac Found Plan Moderate Growth managed fund was $0 million.

The Westpac Found Plan Moderate Growth managed fund has an inception date of 1 Jul 1997.

The current entry price of the Westpac Found Plan Moderate Growth managed fund is $1.9211 per unit and the current exit price is $1.9211 per unit (as at 29 Jul 2022).

The current exit price of the Westpac Found Plan Moderate Growth managed fund is $1.9211 per unit and the current entry price is $1.9211 per unit (as at 29 Jul 2022).

The minimum initial investment amount for the Westpac Found Plan Moderate Growth managed fund is $3,000. Minimum additional investment is $1000.

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.