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Westpac Classic Strategies

Product	Risk level	Admin fee1	Entry fee
Dynamic Growth Fund
Aims to provide investors with maximum capital growth over the long term (at least five years) from a dynamic portfolio that includes a high proportion of Australian and international shares.		1.07% pa + 0.51% pa on first $300,000 + $1,008.92 pa	Nil
Balanced Growth Fund
Aims to provide investors with a high level of capital growth over the long term (at least five years) from a balanced portfolio of assets.		1.07% pa + 0.51% pa on first $300,000 + $1,008.92 pa	Nil
Diversified Growth Fund
Aims to provide investors with capital growth over the medium to long term (at least four years) from portfolio that is well diversified among the major asset classes.		1.07% pa + 0.51% pa on first $300,000 + $1,008.92 pa	Nil
Moderate Growth Fund
Aims to provide investors with a moderate level of capital growth over the medium term (at least three years) and a moderate level of interest earnings producing income for distribution.		1.07% pa + 0.51% pa on first $300,000 + $1,008.92 pa	Nil
Conservative Growth Fund
Aims to provide investors with a conservative level of capital growth over the medium term (at least three years) and a relatively high level of interest earnings producing income for distribution.		1.07% pa + 0.51% pa on first $300,000 + $1,008.92 pa	Nil

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Westpac Sector Funds

Product	Risk level	Admin fee1	Entry fee
Australian Tax Effective Share Fund
Aims to provide investors with tax-effective income and capital growth over the long term (at least five years) from investment in Australian shares.		1.07% pa + 0.51% pa on first $300,000 + $1,008.92 pa	Nil
Australian Growth Share Fund
Aims to provide investors with capital growth and some tax-effective income over the long term (at least five years) from investment in Australian shares.		1.07% pa + 0.51% pa on first $300,000 + $1,008.92 pa	Nil
Sustainability Fund - Australian Shares
Aims to provide investors with capital growth and some income over the long term (at least five years) from investment in Australian shares, while maximising the sustainability focus of the Fund.		1.07% pa + 0.51% pa on first $300,000 + $1,008.92 pa	Nil
BT Institutional Eco Share Fund
Aims to provide investors with capital growth and some income over the long term (at least five years) from investment in Australian shares, while maximising the environmental focus of the portfolio in the pursuit of this objective.		1.07% pa + 0.51% pa on first $300,000 + $1,008.92 pa	Nil
Australian Property Securities Fund
Aims to provide investors with income which may be tax effective and some capital growth over the long term (at least five years) from investment in property securities.		1.07% pa + 0.51% pa on first $300,000 + $1,008.92 pa	Nil
International Share Fund
Aims to provide investors capital growth and some income over the long term (at least five years) from investment in international shares.		1.07% pa + 0.51% pa on first $300,000 + $1,008.92 pa	Nil
Sustainability Fund - International Shares
Aims to provide investors with capital growth and some income over the long term (at least five years) from investment in International shares, while maximising the sustainability focus of the Fund.		1.07% pa + 0.51% pa on first $300,000 + $1,008.92 pa	Nil
Australian Bond Fund
Aims to provide investors with quarterly income, with the potential for some capital growth over the long term (at least five years) from investment in bonds and debt securities.		1.07% pa + 0.51% pa on first $300,000 + $1,008.92 pa	Nil
International Fixed Interest Fund
Aims to provide investors with income, with the potential for some capital growth over the long term (at least five years) from investment in international bonds and debt securities. The Fund is expected to have lower volatility of returns than an investment in just one country's bond market.		1.07% pa + 0.51% pa on first $300,000 + $1,008.92 pa	Nil
Sector Pool Managed Cash Fund
Aims to provide investors with regular income which reflects returns available in the short-term market whilst maintaining capital stability.		1.07% pa + 0.51% pa on first $300,000 + $1,008.92 pa	Nil

1. Administration fee figure comprises the administrator's fees under the constitution plus, GST net of Reduced Input Tax Credits available to the Service.

The investment returns shown above are historical. Investments can go up and down. Past performance is not necessarily indicative of future performance.

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