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Moderate Growth Fund

For more information
call 131 817

Contact a Westpac Financial Planner

 

Investment objective
The fund aims to provide a moderate level of capital growth over the medium term (at least three years) and a moderate level of interest earnings.

Investment strategy
Invests either directly in assets or indirectly through collective investments (such as life policies or unit trusts) so that:

  • The majority of the underlying assets provide income for reinvestment. Such assets include bank-backed bills and cash on deposit as well as Australian and international fixed interest
  • A portion of the underlying assets of the fund includes growth assets, such as shares and property, to provide potential for higher returns

Asset typeNeutral positionRange

Cash
25%
(15-35%)

International shares
10%
(0-20%)

Australian shares
17%
(7-27%)

Property securities
8%
(0-20%)

International fixed interest
10%
(0-20%)

Australian fixed interest
30%
(20-40%)

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)

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