Westpac

Westpac Balanced Fund

BalancedBalanced

5yr Return

5.4%

3yr Return

11.7%

1yr Return

11.0%

3m Return

2.00%

Total Fee

0.50%

Fund Size

$2.4B

Asset Allocation

Asset allocation data not available

Historical Returns

3 Month

2.00%

1 Year

11.0%

3 Year

11.7%

annualised

5 Year

5.4%

annualised

10 Year

6.9%

Since Inception

—%

annualised

Fees

Management Fee—%
Admin Fee
Total Annual Fee0.50%

Category Rankings

Ranked within Balanced funds

3 Month#10
1 Year#2
3 Year#16
5 Year#14
10 Year#10

Risk Level

4/ 7

Medium

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