Fund performance
Fund details and returns* as at 31 July 2008
| BT PPS - Superannuation Service - Westpac Classic Strategies | Historical returns (% pa) | |||||||||
| Type | 1yr | 3yr | 5yr | 7yr | 10yr | |||||
| Dynamic Growth Fund Fund size $23.0 million Fund commencement date 16 February 1996 | Total % pa | -12.50 | 3.29 | 7.09 | 3.93 | 4.82 | ||||
| Balanced Growth Fund Fund size $67.5 million Fund commencement date 6 February 1996 | Total % pa | -9.92 | 3.21 | 6.51 | 4.21 | 4.85 | ||||
| Diversified Growth Fund Fund size $32.2 million Fund commencement date 19 January 1996 | Total % pa | -7.36 | 3.09 | 5.79 | 4.29 | 4.73 | ||||
| Moderate Growth Fund Fund size $11.0 million Fund commencement date 19 January 1996 | Total % pa | -4.22 | 3.20 | 5.12 | 4.15 | 4.42 | ||||
| Conservative Growth Fund Fund size $3.3 million Fund commencement date 9 February 1996 | Total % pa | -0.62 | 3.48 | 4.61 | 4.07 | 4.12 | ||||
| BT PPS - Superannuation Service - Westpac Sector Funds | Historical returns (% pa) | |||||
| Type | 1yr | 3yr | 5yr | 7yr | 10yr | |
| Australian Shares Fund Fund size $38.9 million Fund commencement date 23 January 1996 | Total % pa | -11.51 | 7.85 | 13.27 | 9.05 | 9.31 |
| International Shares Fund Fund size $6.1 million Fund commencement date 23 January 1996 | Total % pa | -17.34 | -1.26 | 1.67 | -4.11 | -1.78 |
| Property Fund Fund size $20.6 million Fund commencement date 23 January 1996 | Total % pa | -32.01 | -3.76 | 3.50 | 5.64 | 5.60 |
| International Fixed Interest Fund Fund size $10.0 million Fund commencement date 4 June 1996 | Total % pa | 3.90 | 3.06 | 4.23 | 4.66 | 4.56 |
| Australian Fixed Interest Fund Fund size $22.0 million Fund commencement date 23 January 1996 | Total % pa | 2.56 | 2.18 | 2.80 | 3.38 | 3.37 |
| Cash & Short Term Securities Fund Fund size $52.1 million Fund commencement date 19 January 1996 | Total % pa | 4.91 | 4.28 | 3.93 | 3.63 | 3.54 |
| Sustainability Fund - Australian Shares Fund size $0.5 million Fund commencement date 27 June 2002 | Total % pa | -12.55 | 7.77 | 12.74 | - | - |
| Sustainability Fund - International Shares Fund size $0.1 million Fund commencement date 1 July 2002 | Total % pa | -14.76 | 1.06 | 2.82 | - | - |