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Product
Westpac Classic Strategies

Risk levelAdmin feeEntry 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.Graph - Higher Risk1.0% pa + 0.5% pa on first $300,000 + $990.36 paNil
Balanced 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.Graph - Higher Risk1.0% pa + 0.5% pa on first $300,000 + $990.36 paNil
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.Graph - Medium Risk1.0% pa + 0.5% pa on first $300,000 + $990.36 paNil
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.Graph - Medium Risk1.0% pa + 0.5% pa on first $300,000 + $990.36 paNil
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.Graph - Lower Risk1.0% pa + 0.5% pa on first $300,000 + $990.36 paNil
Westpac Sector Funds
Australian Shares Fund
Aims to provide investors with access to capital growth and dividends from companies listed on the Australian Securities Exchange.Graph - Higher Risk1.0% pa + 0.5% pa on first $300,000 + $990.36 paNil
International Shares Fund
Aims to provide investors with medium to longer-term capital growth from investment in a selection of overseas sharemarkets.Graph - Higher Risk1.0% pa + 0.5% pa on first $300,000 + $990.36 paNil
Property Fund
Aims to provide investors with a diversified portfolio of property investments offering potential for long-term capital growth.Graph - Medium Risk1.0% pa + 0.5% pa on first $300,000 + $990.36 paNil
International Fixed Interest Fund
Aims to provide investors with competitive returns from investment in selected major bond markets around the world.Graph - Medium Risk1.0% pa + 0.5% pa on first $300,000 + $990.36 paNil
Australian Fixed Interest Fund
Aims to provide investors with competitive returns, reflecting those available in the Australian bond market.Graph - Medium Risk 1.0% pa + 0.5% pa on first $300,000 + $990.36 pa Nil
Cash and Short Term Securities Fund
Aims to provide investors with a relatively secure investment in cash and money market securities to reduce short-term capital fluctuations.Graph - Lower Risk1.0% pa + 0.5% pa on first $300,000 + $990.36 paNil
Sustainability Fund - Australian Shares
Aims to provide capital growth and some income over the long term (at least 5 years) from investment in Australian shares, while maximising the sustainability focus of the Fund.Graph - Higher Risk1.0% pa + 0.5% pa on first $300,000 + $990.36 paNil
Sustainability Fund - International Shares
Aims to provide capital growth and some income over the long term (at least 5 years) from investment in international shares, while maximising the sustainability focus of the Fund.Graph - Higher Risk 1.0% pa + 0.5% pa on first $300,000 + $990.36 pa Nil

 

 

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