Money Market Portfolio

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Investment objective

Aims to provide a high level of capital security and to maximize interest earnings from a portfolio that invests mainly in money market securities.

Investment strategy

The Trustee aims to meet this objective by investing either directly in assets or indirectly through collective investments (such as life policies or unit trusts) so that the underlying assets of the Portfolio consist of short-term money market investment such as bank deposits, bank-accepted bills and certificates of deposit.

Target asset mix

The illustration below outlines the standard allocation range of each asset type for the Portfolio. Actual asset mix may vary depending on market conditions.

Graph - Money Market Portfolio

Who should invest?

This Portfolio is suitable for investors who:

Have a short-term investment timeframe from a few months up to two years or more
Wish to minimise the risk of deterioration in the capital value of their investment over any time period
Require a low-risk portfolio to 'park' their investment for a short period

Return to the performance table to view the performance of other Business Superannuation Portfolios.

Terms and definitions

View explanations of key financial terms used in investment, lifestyle insurance and retirement.

General advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness. Consider our disclosure documents, which include Product Disclosure Statements (PDS) for some products. The PDS is relevant when deciding whether to acquire or hold a product. View our Australian Prudential Regulation Authority Registrable Superannuation Entity (RSE) Licence & Registration numbers.

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Tax information is based on the continuance of tax laws and rulings and their interpretation as at 23 August 2002. Past performance is not a reliable indicator of future performance.

Investments in Westpac Business Superannuation are not deposits or other liabilities of the Bank or any other member of the Westpac Group. They are subject to investment risk, including possible delays in repayment and loss of income and principal invested. Neither the Bank nor any other member of the Westpac Group guarantees the capital value or performance of these investments or the assets of Westpac Business Superannuation except as specified in the disclosure documents.