Fund performance
Fund details and returns* as at 30 June 2008
| BT PPS - Investment Service Westpac Classic Strategies | Historical returns (% pa) | |||||
| Type | 1yr | 3yr | 5yr | 7yr | 10yr | |
| Dynamic Growth Fund Fund size $15.3 million Fund commencement date 1 May 1990 Distribution Paid half yearly in January and July | Distribution Growth Total % pa | 8.10 -22.97 -14.55 | 9.14 -4.53 5.00 | 8.87 -0.56 8.71 | 7.47 -3.75 4.10 | 7.16 -2.02 5.53 |
| Balanced Growth Fund Fund size $68.6 million Fund commencement date 1 May 1990 Distribution Paid quarterly in January, April, July and October | Distribution Growth Total % pa | 7.39 -19.69 -11.96 | 8.36 -4.52 4.22 | 8.21 -1.11 7.50 | 7.22 -3.23 4.38 | 6.77 -1.59 5.57 |
| Diversified Growth Fund Fund size $57.6 million Fund commencement date 25 January 1996 Distribution Paid quarterly in January, April, July and October | Distribution Growth Total % pa | 7.17 -15.59 -8.60 | 8.28 -4.09 4.02 | 7.78 -0.93 6.68 | 7.15 -2.27 4.71 | 7.02 -1.26 5.58 |
| Moderate Growth Fund Fund size $33.6 million Fund commencement date 19 January 1996 Distribution Paid quarterly in January, April, July and October | Distribution Growth Total % pa | 7.03 -11.93 -5.07 | 7.49 -3.30 4.02 | 7.07 -1.00 5.90 | 6.67 -1.77 4.72 | 6.53 -1.06 5.29 |
| Conservative Growth Fund Fund size $12.2 million Fund commencement date 15 February 1996 Distribution Paid quarterly in January, April, July and October | Distribution Growth Total % pa | 6.64 -7.19 -0.73 | 6.73 -2.23 4.33 | 6.33 -0.76 5.40 | 6.03 -1.05 4.81 | 6.01 -0.78 5.06 |
| BT PPS - Investment Service Westpac Sector Funds | Historical returns (% pa) | |||||
| Type | 1yr | 3yr | 5yr | 7yr | 10yr | |
| Australian Tax Effective Share Fund Fund size $139.7 million Fund commencement date 30 May 1988 Distribution Paid half yearly in January and July | Distribution Growth Total % pa | 7.51 -20.05 -12.65 | 10.17 -0.82 9.22 | 11.43 3.12 14.42 | 8.65 0.27 8.78 | 7.24 3.25 10.36 |
| Australian Growth Share Fund Fund size $15.8 million Fund commencement date 20 May 1988 Distribution Paid half yearly in January and July | Distribution Growth Total % pa | 14.36 -25.20 -10.95 | 16.27 -4.38 11.76 | 16.97 -0.29 16.54 | 12.39 -2.39 9.87 | 9.83 1.41 11.10 |
| Australian Property Securities Fund Fund size $43.0 million Fund commencement date 1 May 1992 Distribution Paid quarterly in January, April, July and October | Distribution Growth Total % pa | 3.85 -38.51 -34.40 | 8.82 -10.96 -1.78 | 8.74 -3.97 5.16 | 9.13 -2.15 7.37 | 8.84 -1.36 7.87 |
| International Share Fund Fund size $17.8 million Fund commencement date 10 June 1986 Distribution Paid in January (if available) and July | Distribution Growth Total % pa | 0.47 -22.89 -22.13 | 0.37 -1.26 -0.52 | 0.23 2.23 2.84 | 0.15 -5.34 -4.83 | 3.54 -5.63 -1.72 |
| Australian Bond Fund Fund size $36.0 million Fund commencement date 11 March 1987 Distribution Paid quarterly in January, April, July and October | Distribution Growth Total % pa | 5.01 -2.29 2.60 | 4.46 -1.71 2.63 | 4.36 -1.18 3.05 | 4.87 -0.67 4.08 | 4.94 -0.62 4.19 |
| BT Institutional Enhanced Global Fixed Interest Fund Fund size $15.7 million Fund commencement date 1 July 1992 Distribution Paid half yearly in January and July | Distribution Growth Total % pa | 10.58 -4.62 4.79 | 5.16 -1.15 2.86 | 5.65 -0.17 4.29 | 7.62 -0.87 5.44 | 7.59 -0.91 5.30 |
| BT Institutional Managed Cash Fund Fund size $31.7 million Fund commencement date 15 January 1996 Distribution Paid quarterly in January, April, July and October | Distribution Growth Total % pa | - - 5.98 | - - 5.13 | - - 4.69 | - - 4.31 | - - 4.24 |
| BT Institutional Australian Sustainability Share Fund Fund size $0.9 million Fund commencement date 2 October 2001 Distribution Paid in January and July | Distribution Growth Total % pa | 3.90 -17.48 -13.94 | 12.31 -2.04 9.81 | 12.24 3.21 14.97 | - - - | - - - |
| BT Institutional International Sustainability Share Fund Fund size $0.2 million Fund commencement date 2 October 2001 Distribution Paid in July | Distribution Growth Total % pa | 1.53 -24.72 -23.73 | 1.72 -1.23 -0.19 | 1.84 1.73 2.88 | 1.47 -5.53 -4.71 | - - - |