Fund performance
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Fund details and returns* as at 30 November 2008
| BT PPS - Superannuation Service - Westpac Classic Strategies | Historical returns (% pa) | |||||
| Type | 1yr | 3yr | 5yr | 7yr | 10yr | |
| Dynamic Growth Fund Fund size $19.9 million Fund commencement date 16 February 1996 | Total % pa | -23.15 | -1.34 | 4.93 | 2.75 | 3.75 |
| Balanced Growth Fund Fund size $57.4 million Fund commencement date 6 February 1996 | Total % pa | -18.82 | -0.40 | 4.88 | 3.21 | .3.98 |
| Diversified Growth Fund Fund size $26.6 million Fund commencement date 19 January 1996 | Total % pa | -14.01 | 0.55 | 4.73 | 3.51 | 4.08 |
| Moderate Growth Fund Fund size $9.2 million Fund commencement date 19 January 1996 | Total % pa | -8.60 | 1.63 | 4.56 | 3.64 | 4.01 |
| Conservative Growth Fund Fund size $2.6 million Fund commencement date 9 February 1996 | Total % pa | -2.81 | 2.81 | 4.47 | 3.83 | 3.89 |
| BT PPS - Superannuation Service - Westpac Sector Funds | Historical returns (% pa) | |||||
| Type | 1yr | 3yr | 5yr | 7yr | 10yr | |
| Australian Shares Fund Fund size $28.8 million Fund commencement date 23 January 1996 | Total % pa | -32.46 | -0.80 | 8.23 | 6.11 | 7.12 |
| International Shares Fund Fund size $5.4 million Fund commencement date 23 January 1996 | Total % pa | -20.48 | -4.45 | 1.12 | -3.54 | -1.93 |
| Property Fund Fund size $14.9 million Fund commencement date 23 January 1996 | Total % pa | -46.02 | -10.65 | -0.42 | 1.91 | 3.18 |
| International Fixed Interest Fund Fund size $8.5 million Fund commencement date 4 June 1996 | Total % pa | 1.96 | 3.12 | 4.21 | 4.44 | 4.28 |
| Australian Fixed Interest Fund Fund size $21.3 million Fund commencement date 23 January 1996 | Total % pa | 8.57 | 4.10 | 4.31 | 3.79 | 3.75 |
| Cash & Short Term Securities Fund Fund size $47.7 million Fund commencement date 19 January 1996 | Total % pa | 5.11 | 4.47 | 4.09 | 3.74 | 3.61 |
| Sustainability Fund - Australian Shares Fund size $0.4million Fund commencement date 27 June 2002 | Total % pa | -32.34 | -1.23 | 7.68 | - | - |
| Sustainability Fund - International Shares Fund size $0.1 million Fund commencement date 1 July 2002 | Total % pa | -20.29 | -3.50 | 1.47 | - | - |
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