Skip to content Westpac
Personal BankingBusiness BankingCorporate BankingWestpac Info

Site index | Contact us | Locate us

 

Balanced Growth Fund

For more information
call 131 817

Contact a Westpac Financial Planner

 

Investment objective
The fund aims to provide a high level of capital growth over the long term (at least five years) from a balanced portfolio of assets.

Investment strategy
Invests either directly in assets or indirectly through collective assets (such as life policies or unit trusts) so that the underlying investments of the fund include assets with high long-term growth potential, such as Australian and international shares and property.


Asset typeNeutral positionRange

Cash
5%
(0-20%)

International shares
22%
(12-32%)

Australian shares
33%
(23-43%)

Property securities
10%
(0-20%)

International fixed interest
10%
(0-20%)

Australian fixed interest
20%
(10-30%)

View information about other funds in this product range.

 

 

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