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Westpac Flexible Income Plan
Nil contribution fee fund performance

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call 131 817

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Fund details and returns1 as at 30 November 2008




Westpac Flexible Income Plan Nil contribution fee2
Historical returns (% pa)
Type
1yr
3yr
5yr
7yr
10yr
Dynamic Growth Fund
Fund size
$5.3 million
Fund commencement date
5 March 2002

Total % pa
-26.14
-2.26
4.69
-
-
Balanced Growth Fund
Fund size
$41.9 million
Fund commencement date
5 March 2002

Total % pa
-21.35
-1.14
4.70
-
-
Moderate Growth Fund
Fund size
$14.6 million
Fund commencement date
17 March 2002

Total % pa
-10.00
1.26
4.50
-
-
Conservative Growth Fund
Fund size
$2.0 million
Fund commencement date
14 April 2002

Total % pa
-3.67
2.59
4.39
-
-
Guaranteed Money Market Fund
Fund size
$8.5 million
Fund commencement date
7 March 2002

Total % pa
5.60
4.77
4.28
-
-
Australian Shares Fund
Fund size
$16.3 million
Fund commencement date
7 March 2002

Total % pa
-35.74
-1.33
8.51
-
-
International Shares Fund
Fund size
$2.5 million
Fund commencement date
7 March 2002

Total % pa
-23.69
-6.21
0.04
-
-
Australian Property Securities Fund
Fund size
$6.2 million
Fund commencement date
7 March 2002

Total % pa
-49.98
-12.42
-1.19
-
-

1. Returns are calculated net of fees and expenses and are annualised. The returns shown are for the Nil contribution fee funds only. Investment returns shown above are historical. Investment returns can go up and down and past performance is not a reliable indicator of future performance. Future performance is not guaranteed. 2. Nil contribution fee funds may also be referred to as 'Nil entry fee funds'.


 

 

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