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  5. Westpac International Equity Index A - Managed fund profile

Westpac International Equity Index A - Managed Fund (Closed)

Fund Objective
To track the MSCI World ex Aust index.
Fund Strategy
To replicate the MSCI World (ex-Australia) Index via a representative sample.

Fund Performance Comparison

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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.
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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% -1.18% -2.58% 25.06% -2.08% 4.71% -% -%
Growth return 0% -1.18% -2.58% 25.06% -2.08% 4.71% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return -0.47% 2.3% 2.58% 23.21% 22.42% 10.57% 12.49% 12.75%
As at 31 Oct 1991. 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
0.09%
Australian Equities
2.57%
International Equities
91.93%
Cash
3.48%
Property
1.81%
Fixed Interest
0.11%

General Information

Fund Details
Type Description
Westpac International Equity Index A
Closed
Westpac Financial Services Limited
Equity World Other
Not Rated
Superannuation Fund
29 Mar 1988
$0.01 million (as at 13 Nov 1991)
$1.086 (as at 28 Jan 1992)
$1.085 (as at 28 Jan 1992)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00

FAQs about the Westpac International Equity Index A

The objective of the Westpac International Equity Index A managed fund is To track the MSCI World ex Aust index.

The strategy of the Westpac International Equity Index A managed fund is To replicate the MSCI World (ex-Australia) Index via a representative sample.

The APIR code of the Westpac International Equity Index A managed fund is .

Westpac International Equity Index A’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 31 Oct 1991.

Westpac International Equity Index A’s total return for the last three months was -1.18%. This was made up of a growth return of -1.18% and an income return of 0%%. These returns were calculated as at 31 Oct 1991.

Westpac International Equity Index A’s one-year total return is 25.06%. This was made up of a growth return of 25.06% and an income return of 0%. These returns were calculated as at 31 Oct 1991.

Westpac International Equity Index A’s one-year total return is 4.71%. This was made up of a growth return of 4.71% and an income return of 0%. These returns were calculated as at 31 Oct 1991.

The asset allocation of the Westpac International Equity Index A managed fund is :

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

The Responsible Entity for the Westpac International Equity Index A managed fund is Westpac Financial Services Limited.

The Westpac International Equity Index A managed fund belongs to the Equity World Other sector/asset class.

As at 13 Nov 1991, the size of the Westpac International Equity Index A managed fund was $0.01 million.

The Westpac International Equity Index A managed fund has an inception date of 29 Mar 1988.

The current entry price of the Westpac International Equity Index A managed fund is $1.086 per unit and the current exit price is $1.085 per unit (as at 28 Jan 1992).

The current exit price of the Westpac International Equity Index A managed fund is $1.085 per unit and the current entry price is $1.086 per unit (as at 28 Jan 1992).

The minimum initial investment amount for the Westpac International Equity Index A managed fund is $1,000.

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.