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International Fixed Interest Fund

For more information
call 131 817

Contact a Westpac Financial Planner

 

Investment objective & strategy
To provide competitive returns from investment in selected major bond markets around the world.

The Fund invests in assets either directly or indirectly through collective investments (such as life policies or unit trusts) so that the underlying assets of the Fund:

  • Consist of investments in major international bond markets
  • May include derivatives to manage currency risk or to gain exposure to the international bond markets

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 Bonds/Debt securities 90-100%


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

  • Have an investment time frame of at least five years
  • Are looking for total returns consistent with the global bond market
  • Are seeking the potential for higher returns than the money market investments
  • Are prepared to accept that the value of units will rise and fall in line with market fluctuations

To get information about other Funds within this portfolio return to the product comparison table.

 

 

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