Westpac Super Performance

Westpac Lifetime Superannuation Service2

Fund name 1 mo 3 mo 6 mo 1 yr  3 yr  5 yr 7 yr 10 yr Inception (p.a)
Dynamic Growth 2.96 3.98 5.15 -0.98 6.29 7.96 7.16 3.90 4.60
Dynamic Growth NCF 2.93 3.87 4.95 -1.41 5.85 7.52 6.73 3.49 4.24
Balanced Growth 2.64 3.79 5.00 0.52 5.90 7.31 6.80 4.02 5.73
Balanced Growth NCF 2.60 3.69 4.79 0.12 5.48 6.89 6.38 3.62 4.26
Moderate Growth 1.08 2.96 3.67 2.76 4.88 5.51 5.39 3.78 4.84
Moderate Growth NCF 1.05 2.85 3.46 2.37 4.49 5.14 5.02 3.41 3.79
Conservative Growth 0.68 2.15 2.59 2.14 3.36 3.89 4.05 3.30 4.09
Conservative Growth NCF 0.64 2.03 2.37 1.70 2.93 3.47 3.61 2.89 3.21
Australian Share 4.66 4.33 6.80 -2.60 5.32 7.35 6.70 4.58 6.59
Australian Share NCF 4.62 4.20 6.56 -3.00 4.88 6.92 6.25 4.16 6.19
Australian Property Securities 4.54 10.18 17.10 19.04 16.67 16.99 13.90 2.08 5.78
Australian Property Securities NCF 4.48 10.06 16.87 18.94 16.32 16.71 13.57 1.79 5.06
International Share 2.60 3.19 1.05 -6.59 9.50 13.11 8.51 2.77 0.51
International Share NCF 2.57 3.07 0.86 -6.93 9.05 12.81 8.21 2.43 1.17
Cash Plus Fund5 0.07 0.19 0.38 0.69 0.82 1.26 1.61 2.32 2.63
Money Market 0.07 0.19 0.39 0.68 0.82 1.26 1.59 2.27 2.89
Money Market NCF 0.07 0.13 0.22 0.32 0.43 0.86 1.19 1.87 2.14

 

Westpac Foundation Plan1, 3, 4, 5

Fund name 1 mo 3 mo 6 mo 1 yr  3 yr  5 yr 7 yr 10 yr Inception (p.a)
Balanced Growth 2.17 3.04 3.97 0.48 4.69 5.75 5.19 3.11 3.72
Moderate Growth 0.95 2.39 2.94 2.21 3.89 4.37 4.16 2.93 3.22
Conservative Growth 0.61 1.72 2.06 1.70 2.65 3.07 3.13 2.56 2.75
Money Market 0.06 0.14 0.29 0.52 0.63 0.98 1.22 1.87 2.05
Cash Plus 0.05 0.11 0.21 0.38 0.51 0.85 1.10 1.68 2.04
Diversified Growth 2.19 3.09 4.05 0.65 4.87 5.82 5.20 3.33 4.66
Diversified Stable 0.63 1.76 2.13 1.86 2.81 3.26 3.18 2.50 3.18
Long Term Growth 2.44 3.22 4.13 -0.55 5.17 6.06 5.30 3.40 5.24

 

Westpac Rollover Bond2, 4, 5

Fund name 1 mo 3 mo 6 mo 1 yr  3 yr  5 yr 7 yr 10 yr Inception (p.a)
Balanced Growth 2.68 3.89 5.19 0.93 6.34 7.74 7.20 4.35 7.08
Capital Guaranteed 0.08 0.21 0.41 0.77 0.90 1.30 1.60 2.26 3.72

 

Westpac Rollover Investment Bond2, 4, 5

Fund name 1 mo 3 mo 6 mo 1 yr  3 yr  5 yr 7 yr 10 yr Inception (p.a)
Growth Plus 3.05 4.21 5.61 -0.11 7.25 8.92 8.09 4.73 7.59
Managed Growth 2.72 4.02 5.44 1.43 6.86 8.28 7.74 4.88 6.98
Managed Stable 0.75 2.37 3.02 3.03 4.28 4.95 5.03 4.01 5.16
Cash Based 0.12 0.34 0.66 1.28 1.41 1.84 2.17 2.83 3.55

 

Westpac Simple Super2, 4, 5

Fund name 1 mo 3 mo 6 mo 1 yr  3 yr  5 yr 7 yr 10 yr Inception (p.a)
Managed Investment 2.67 3.88 5.18 0.94 6.37 7.81 7.28 4.44 6.45
Bank Deposit 0.07 0.20 0.41 0.73 0.85 1.26 1.56 2.21 2.84

 

Westpac Personal Superannuation Investment Plan & Westpac Personal Superannuation Bond2, 4, 5

Fund name 1 mo 3 mo 6 mo 1 yr  3 yr  5 yr 7 yr 10 yr Inception (p.a)
Growth Plus 3.05 4.21 5.61 -0.11 7.25 8.92 8.09 4.73 7.59
Managed Growth 2.72 4.02 5.44 1.43 6.86 8.28 7.74 4.88 6.98
Managed Stable 0.75 2.37 3.02 3.03 4.28 4.95 5.03 4.01 5.16
Cash Based 0.12 0.34 0.66 1.28 1.41 1.84 2.17 2.83 3.55

 

Westpac Personal Superannuation & Westpac Personal Superannuation Bond2, 4, 5

Fund name 1 mo 3 mo 6 mo 1 yr  3 yr  5 yr 7 yr 10 yr Inception (p.a)
Dynamic Growth 3.02 4.09 5.35 -0.57 6.74 8.39 7.56 4.22 7.41
Balanced Growth 2.68 3.89 5.19 0.93 6.34 7.74 7.20 4.35 7.08
Conservative Growth 0.71 2.23 2.76 2.54 3.80 4.36 4.46 3.69 4.56
Income Accumulation 0.08 0.21 0.42 0.80 0.97 1.38 1.68 2.33 4.06

 

Westpac Investment Bond & Westpac Investment and Protection Plan  (including Children's Head Start Investment Bond and Plan)1, 2, 5

Fund name 1 mo 3 mo 6 mo 1 yr  3 yr  5 yr 7 yr 10 yr Inception (p.a)
Growth Plus 2.49 3.31 4.36 -0.10 5.70 6.59 5.84 3.93 5.84
Managed Growth 2.25 3.22 4.31 1.17 5.40 6.36 5.73 3.85 5.21
Managed Stable 0.67 1.89 2.39 2.35 3.31 3.76 3.68 2.99 3.63
Cash Based 0.08 0.23 0.46 0.88 1.01 1.34 1.58 2.16 2.53

 

Westpac Insurance Bond & Westpac Children's Head Start Insurance Bond2, 4, 5

Fund name 1 mo 3 mo 6 mo 1 yr  3 yr  5 yr 7 yr 10 yr Inception (p.a)
Dynamic 2.47 3.30 4.32 -0.22 5.47 6.37 5.61 3.70 5.56
Growth Assets 2.22 3.16 4.21 0.96 5.18 6.14 5.51 3.63 5.31
Income Accumulation 0.07 0.18 0.36 0.67 0.78 1.11 1.36 1.92 3.30

 

Westpac Universal Life & Westpac Children's Head Start Plan2, 4, 5

Fund name 1 mo 3 mo 6 mo 1 yr  3 yr  5 yr 7 yr 10 yr Inception (p.a)
Dynamic 2.44 3.20 4.26 -0.35 5.23 5.96 5.19 3.59 4.42
Growth Assets 2.19 3.08 4.04 0.65 4.88 5.84 5.22 3.35 3.84
Income Accumulation 0.04 0.10 0.21 0.40 0.54 0.87 1.11 1.69 1.86

 

Westpac Flexible Income Plan4, 6

Fund name 1 mo 3 mo 6 mo 1 yr 3 yr 5 yr 7 yr 10 yr Inception (p.a)
Australian Property Securities 5.11 11.50 19.55 21.89 18.53 18.42 14.87 2.40 6.29
Australian Property Securities NCF 4.98 11.27 19.19 21.42 18.32 18.22 14.65 2.20 5.78
Australian Shares 5.36 4.97 7.76 -2.53 6.43 8.83 8.00 5.65 7.56
Australian Shares NCF 5.30 4.83 7.52 -2.94 6.00 8.40 7.57 5.21 7.33
Balanced Growth 3.06 4.38 5.84 1.04 7.05 8.70 7.97 4.95 5.30
Balanced Growth NCF 3.03 4.26 5.62 0.63 6.63 8.26 7.53 4.53 5.24
Conservative Growth 0.88 2.53 3.11 2.75 4.24 4.87 4.96 4.18 4.45
Conservative Growth NCF 0.84 2.43 2.90 2.34 3.82 4.44 4.53 3.78 4.09
Dynamic Growth 3.42 4.56 6.00 -0.64 7.49 9.43 8.32 4.78 5.06
Dynamic Growth NCF 3.38 4.47 5.80 -1.00 7.06 8.97 7.87 4.36 5.11
Guaranteed Money Market 0.09 0.27 0.53 0.98 1.13 1.63 2.00 2.82 3.14
Guaranteed Money Market NCF 0.09 0.20 0.36 0.61 0.74 1.25 1.61 2.43 2.68
International Shares 2.62 3.32 0.93 -7.51 10.41 14.20 9.20 3.11 1.00
International Shares NCF 2.59 3.26 0.81 -7.80 10.03 13.76 8.78 2.72 1.12
Moderate Growth 1.34 3.48 4.39 3.53 5.97 6.71 6.46 4.73 5.01
Moderate Growth NCF 1.31 3.37 4.18 3.12 5.55 6.27 6.03 4.31 4.74

 

Westpac Variable Income Plan4, 5, 6

Fund name 1 mo 3 mo 6 mo 1 yr  3 yr  5 yr 7 yr 10 yr Inception (p.a)
Growth Plus 3.44 4.62 6.09 -0.48 7.71 9.13 8.06 5.16 7.38
Balanced Growth 3.09 4.43 5.93 1.24 7.26 8.89 8.13 5.09 6.46
Managed Growth 3.09 4.40 5.90 1.18 7.24 8.76 7.91 5.18 6.90
Moderate Growth 1.37 3.53 4.48 3.73 6.18 6.90 6.63 4.87 5.64
Managed Stable 0.90 2.58 3.20 3.01 4.48 5.19 5.22 4.19 5.15
Conservative Growth 0.90 2.58 3.20 2.95 4.45 5.05 5.12 4.42 4.92
Money Market 0.12 0.32 0.62 1.17 1.33 1.84 2.18 3.11 3.54
Cash Guaranteed 0.12 0.32 0.62 1.17 1.33 1.84 2.18 3.11 3.79