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International Shares Fund

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.

The Fund invests mainly in shares or other corporate securities of companies listed on international share markets. The Fund's portfolio will be diversified across the world's major share markets – in North America, Europe, Japan and Asia. Share selection decisions are subcontracted to an overseas investment manager. The currency policy is to maintain a diversified exposure to a broad range of currencies and to undertake no currency 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 the growth potential of companies, industries and economies overseas
  • Are willing to accept the risks of considerable volatility associated with an international share market investment

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

 

 

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