Skip to content Westpac
Personal BankingBusiness BankingCorporate BankingWestpac Info

Site index | Contact us | Locate us

 

Australian Bond Fund

For more information
call 131 817

Contact a Westpac Financial Planner

 

Investment objective and strategy
To provide quarterly income with the potential for some capital growth over the long term (at least five years) from investment in bonds and debt securities

The Fund invests in debt securities issued by the Commonwealth Government, Australian State Governments and/or trading banks. This Fund may also invest in a well-diversified portfolio of high yielding Australian and international corporate debt (such as corporate bonds, mortgages, corporate loans and infrastructure bonds). Assets may be held either directly or via other (including Westpac) managed investments.

Target investment mix
The illustration below outlines the standard allocation range of each investment type for the Fund. The actual investment mix may vary depending on market conditions.
Income-only investments 0-10%, Australian Bonds/Debt securities 90-100%


Who should invest?
This Fund is suitable for investors who:

  • Have an investment time frame of at least five years
  • Are looking to diversify their investment portfolio by including Australian bonds
  • May want quarterly income to supplement income from other sources
  • Are prepared to accept that the value of units will rise and fall in line with market fluctuations

To get information about other Funds within this portfolio return to the product comparison table.

 

 

Consider a margin loan where you can choose from over 660 approved Australian securities.

Find out what to expect and how to arrange a meeting with no obligation.


Call us on 131 817
select option 5
Monday to Friday
8.00am - 6.30pm (AEST)

Read a Product Information Brochure for a product that interests you and apply now.

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.

By accessing and viewing this website you agree to be bound by the Terms and Conditions of this website.

Copyright © 2008 Westpac Banking Corporation ABN 33 007 457 141