Fund performance
Fund details and returns* as at 30 November 2008
| BT PPS - Investment Service Westpac Classic Strategies | Historical returns (% pa) | |||||
| Type | 1yr | 3yr | 5yr | 7yr | 10yr | |
| Dynamic Growth Fund Fund size $11.3 million Fund commencement date 1 May 1990 Distribution Paid half yearly in January and July | Distribution Growth Total % pa | 6.90 -34.36 -27.18 | 8.50 -11.21 -2.35 | 8.57 -4.01 4.94 | 7.36 -5.12 2.62 | 7.04 -3.61 3.82 |
| Balanced Growth Fund Fund size $54.0 million Fund commencement date 1 May 1990 Distribution Paid quarterly in January, April, July and October | Distribution Growth Total % pa | 6.72 -28.60 -21.59 | 8.04 -9.46 -1.05 | 8.06 -3.51 4.94 | 7.16 -4.31 3.23 | 6.69 -2.84 4.23 |
| Diversified Growth Fund Fund size $47.4 million Fund commencement date 25 January 1996 Distribution Paid quarterly in January, April, July and October | Distribution Growth Total % pa | 6.86 -21.90 -15.19 | 8.17 -7.45 0.54 | 7.76 -2.44 5.15 | 7.14 -3.08 3.88 | 6.98 -2.19 4.61 |
| Moderate Growth Fund Fund size $26.8 million Fund commencement date 19 January 1996 Distribution Paid quarterly in January, April, July and October | Distribution Growth Total % pa | 6.99 -16.07 -9.23 | 7.53 -5.47 1.88 | 7.13 -1.83 5.12 | 6.69 -2.31 4.20 | 6.53 -1.67 4.68 |
| Conservative Growth Fund Fund size $10.8 million Fund commencement date 15 February 1996 Distribution Paid quarterly in January, April, July and October | Distribution Growth Total % pa | 6.83 -9.45 -2.79 | 6.88 -3.30 3.40 | 6.46 -1.08 5.20 | 6.10 -1.36 4.56 | 6.04 -1.16 4.69 |
| BT PPS - Investment Service Westpac Sector Funds | Historical returns (% pa) | |||||
| Type | 1yr | 3yr | 5yr | 7yr | 10yr | |
| Australian Tax Effective Share Fund Fund size $98.4 million Fund commencement date 30 May 1988 Distribution Paid half yearly in January and July | Distribution Growth Total % pa | 5.61 -40.24 -34.71 | 9.16 -10.64 -1.60 | 10.79 -2.70 7.95 | 8.42 -2.40 5.88 | 7.03 0.27 7.17 |
| Australian Growth Share Fund Fund size $10.8 million Fund commencement date 20 May 1988 Distribution Paid half yearly in January and July | Distribution Growth Total % pa | 10.19 -46.92 -36.82 | 14.35 -15.69 -1.46 | 15.86 -6.81 8.91 | 12.01 -5.39 6.49 | 9.52 -1.74 7.65 |
| Australian Property Securities Fund Fund size $30.1 million Fund commencement date 1 May 1992 Distribution Paid quarterly in January, April, July and October | Distribution Growth Total % pa | 3.15 -51.89 -48.53 | 8.03 -19.41 -11.05 | 8.29 -8.58 0.08 | 8.69 -6.46 2.61 | 8.49 -4.75 4.12 |
| International Share Fund Fund size $15.8 million Fund commencement date 10 June 1986 Distribution Paid in January (if available) and July | Distribution Growth Total % pa | 0.46 -23.71 -22.96 | 0.35 -6.04 -5.34 | 0.22 0.45 1.05 | 0.15 -4.60 -4.09 | 3.53 -5.94 -2.05 |
| Australian Bond Fund Fund size $31.6 million Fund commencement date 11 March 1987 Distribution Paid quarterly in January, April, July and October | Distribution Growth Total % pa | 6.06 3.72 9.65 | 4.98 0.04 4.90 | 4.67 0.58 5.12 | 4.98 -0.23 4.62 | 4.97 -0.25 4.60 |
| BT Institutional Enhanced Global Fixed Interest Fund Fund size $12.3 million Fund commencement date 1 July 1992 Distribution Paid half yearly in January and July | Distribution Growth Total % pa | 10.36 -6.59 2.63 | 5.20 -0.51 3.53 | 5.66 0.36 4.88 | 7.60 -1.13 5.20 | 7.57 -1.18 5.03 |
| BT Institutional Managed Cash Fund Fund size $27.9 million Fund commencement date 15 January 1996 Distribution Paid quarterly in January, April, July and October | Distribution Growth Total % pa | - - 6.39 | - - 5.42 | - - 4.94 | - - 4.48 | - - 4.33 |
| BT Institutional Australian Sustainability Share Fund Fund size $0.7 million Fund commencement date 2 October 2001 Distribution Paid in January and July | Distribution Growth Total % pa | 2.86 -39.44 -36.85 | 10.91 -13.20 -2.70 | 11.45 -3.49 7.51 | 8.83 -3.37 5.02 | - - - |
| BT Institutional International Sustainability Share Fund Fund size $0.2 million Fund commencement date 2 October 2001 Distribution Paid in July | Distribution Growth Total % pa | 1.46 -28.24 -27.29 | 1.62 -6.97 -5.99 | 1.79 -0.95 0.16 | 1.47 -5.55 -4.73 | - - - |