Fund performance
|
Product | Risk level | Admin fee | 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. | 1.0% pa + 0.5% pa on first $300,000 + $990.36 pa | Nil | |
| 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. | 1.0% pa + 0.5% pa on first $300,000 + $990.36 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. | 1.0% pa + 0.5% pa on first $300,000 + $990.36 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. | 1.0% pa + 0.5% pa on first $300,000 + $990.36 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. | 1.0% pa + 0.5% pa on first $300,000 + $990.36 pa | Nil | |
| 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. | 1.0% pa + 0.5% pa on first $300,000 + $990.36 pa | Nil | |
| International Shares Fund | |||
| Aims to provide investors with medium to longer-term capital growth from investment in a selection of overseas sharemarkets. | 1.0% pa + 0.5% pa on first $300,000 + $990.36 pa | Nil | |
| Property Fund | |||
| Aims to provide investors with a diversified portfolio of property investments offering potential for long-term capital growth. | 1.0% pa + 0.5% pa on first $300,000 + $990.36 pa | Nil | |
| International Fixed Interest Fund | |||
| Aims to provide investors with competitive returns from investment in selected major bond markets around the world. | 1.0% pa + 0.5% pa on first $300,000 + $990.36 pa | Nil | |
| Australian Fixed Interest Fund | |||
| Aims to provide investors with competitive returns, reflecting those available in the Australian bond market. | 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. | 1.0% pa + 0.5% pa on first $300,000 + $990.36 pa | Nil | |
| 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. | 1.0% pa + 0.5% pa on first $300,000 + $990.36 pa | Nil | |
| 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. | 1.0% pa + 0.5% pa on first $300,000 + $990.36 pa | Nil | |