Consider a margin loan where you can choose from over 660 approved Australian securities.
Investment objective & strategy
To provide a high level of capital security and to maximise interest earnings from a portfolio that invests mainly in money market securities.
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 consist wholly of short-term liquid assets such as bank bills. Westpac Life provides a guarantee that the unit price will not fall.
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.
Who should invest?
This Fund is suitable for investors who: