Skip to content Westpac
Personal BankingBusiness BankingCorporate BankingWestpac Info

Site index | Contact us | Locate us

 

Sustainability Fund - International Shares

For more information
call 131 817

Contact a Westpac Financial Planner

 

Investment objective & strategy
To provide access to capital growth and some income over the long term (at least five years) from investment in international shares, while maximising the sustainability focus of the Fund.

The Fund invests directly or indirectly in shares listed on stock exchanges included in the Dow Jones Sustainability Group World Index (ex Australia) or those intended to be included within three months of listing. The only exclusions will be companies that directly mine or use uranium for power generation and companies deriving more than 50% of their sales from weapons and armaments. The currency policy is to maintain a diversified exposure to broad range of currencies with no hedging against exchange rate movements.

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%, International Shares 90-100%

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

  • Have an investment time frame of at least five years
  • Wish to diversify their share market portfolio by accessing international shares with a focus on companies with superior sustainability performance covering environmental, social and economic criteria
  • Are looking to build wealth over time
  • Are willing to accept the risks of potential volatility associated with an international share market investment

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