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Property Fund

For more information
call 131 817

Contact a Westpac Financial Planner

 

Investment objective & strategy
To provide diversified portfolio of property investments offering potential for long-term capital growth.

The Fund invests either directly in assets or indirectly through collective investments (such as life policies or unit trusts) so that the underlying assets of the Fund provide an exposure to various types of properties throughout Australia such as office blocks, shopping centres and industrial buildings.

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%,  Property securities 90-100

Who should invest?
This Fund is suitable for investors who:
Have an investment timeframe of at least five years
Want to invest in a diversified property portfolio
Are looking to build wealth over time from a property-related investment
Are looking for investment in a sector with historically lower volatility than shares

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.


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select option 5
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