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Historical performance

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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
-
-

* The net performance shown is after tax on earnings, expenses, underlying fund fees and a 1% pa administration fee. Investment performance is measured by the percentage movement in the unit prices of the fund but is not adjusted for the 0.5% additional fee or annual fee.

The investment returns shown above are historical. Investments can go up and down. Past performance is not necessarily indicative of future performance.

 

 

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