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Westpac Foundation Plan Moderate Growth (0P000079UP)

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Westpac Foundation Plan Moderate Growth historical data, for real-time data please try another search
1.921 +0.010    +0.31%
29/07 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
ISIN:  AU60WFS00366 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 20M
Westpac Foundation Plan Moderate Growth 1.921 +0.010 +0.31%

0P000079UP Overview

 
Find basic information about the Westpac Foundation Plan Moderate Growth mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000079UP MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 0%
Prev. Close1.915
Risk Rating
TTM Yield0%
ROEN/A
IssuerN/A
TurnoverN/A
ROAN/A
Inception DateJul 01, 1997
Total Assets20M
ExpensesN/A
Min. Investment3,000
Market CapN/A
CategoryMultisector Moderate
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Westpac Foundation Plan Moderate Growth Analysis


Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 965 995 967 998 1050 1244
Fund Return -3.49% -0.53% -3.28% -0.06% 0.99% 2.21%
Place in category 28 13 30 32 29 23
% in Category 59 30 65 75 74 66

Top Equity Funds by BT Financial Group Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  BT Wholesale Focus Australian Share 17.34 9.68 10.31
  BT Wholesale Core Australian Share 16.75 9.55 9.29
  Advance Property Sec Multi Blend W 612.61M 9.17 -2.64 4.57
  BT Property Securities Index W 608.23M 24.83 6.95 9.57
  BT Wholesale Monthly Income Plus Fu 6.81 3.31 3.58

Top Funds for Multisector Moderate Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sunsuper Conservative 5.8B 6.63 3.81 4.94
  Vanguard Conservative Index Fund 2.93B 7.67 1.67 4.40
  CFS FC W Pen FirstChoice W Conserva 2.14B 7.53 2.86 3.85
  REST Super Capital Stable 1.14B 5.36 3.79 4.28
  Commonwealth PensionSelect Balanced 642.87M 10.35 4.88 5.42

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Sell Sell
Technical Indicators BUY Sell Strong Sell
Summary Buy Sell Strong Sell
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