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BT Personal Portfolio Service: Pension - Fund details and historical returns

Westpac Classic Strategies

The tables below list fund details and historical returns 1 for Westpac Classic Strategies and Westpac Sector Funds as at 31 October 2014.

Westpac Classic Strategies Funds Performance table

Fund
Fund details Risk profile Type Historical performance
% p.a. (Years 1 -10)
1 year
3 years 5 years 7 years 10 years
Dynamic Growth Fund

Size

$5.60 million

Start date

29 May 1996

Higher Total 9.02 13.87 9.10 3.35 6.97
Balanced Growth Fund

Size

$39.10 million

Start date

19 April 1996

Higher Total 8.08 12.18 8.60 3.86 6.76
Diversified Growth Fund

Size

$14.90 million

Start date

12 Feb 1996

Medium Total 8.12 10.86 8.17 4.34 6.48
Moderate Growth Fund

Size

$7.40 million

Start date

6 Feb 1996

Medium Total 6.96 8.47 6.91 4.32 5.84
Conservative Growth Fund

Size

$3.20 million

Start date

27 Feb 1996

Lower Total 5.14 6.11 5.56 4.24

5.19

 

 

Westpac Sector Funds

Westpac Sector Funds Performance Table

Fund Fund details Risk profile Type Historical performance
% p.a. (Years 1 - 10)

1 year
3 years 5 years 7 years 10 years
Australian Shares Fund 

Size
$20.90 million

Start date

17 May 1996

Higher Total 6.63 14.71 8.68 3.03 9.52
International Shares Fund

Size
$4.40 million

Start date

25 Nov 1996

Higher Total 16.12 20.98 11.19 2.31 4.10
Property Fund

Size
$10.90 million

Start date

28 Feb 1996

Medium Total 15.10 18.59 10.93 (4.19) 2.17
International Fixed Interest Fund

Size
$5.203 million

Start date

7 July 1997

Medium Total 7.21 5.60 7.12 6.85 6.23
Australian Fixed Interest Fund

Size

$13.00 million

Start date

15 March 1996

Medium Total 6.24 5.70 6.41 6.33 5.36
Cash & Short Term Securities Fund

Size

$10.20 million

Start date

12 Feb 1996

Lower Total 1.60 2.19 2.74 3.28 3.76
Things you should know

1. The net performance shown is after tax on earnings, expenses, underlying fund fees and a 1% p.a. 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. Past performance is not a reliable indicator of future performance.

Westpac Securities Administration Limited ABN 77 000 049 472 is the Trustee and issuer of the BT Personal Portfolio Service: Superannuation and Pension (PDF 273KB). Westpac Financial Services Limited ABN 20 000 241 127 is the responsible entity and issuer of the Westpac Classic Strategies Funds and the Westpac Sector Funds.

Financial Services Guides for the trustee of the BT Personal Portfolio Service: Superannuation and Pension and the responsible entity of the Westpac Classic Strategies Funds and the Westpac Sector Funds can be obtained by calling 131 817, visiting www.bt.com.au or from any Westpac branch.

An investment in these products is not an investment in, deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (the Bank) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. The Bank is not the issuer of the products. Neither the Bank nor any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of the products.