Structured Investments
This table lists all open and recently closed investment products. For a free copy of the Product Disclosure Statements for these products, or if you would like to be notified of future offers:
- Call 1800 990 107 or
- Email: structured.investments@westpac.com.au
| Product name | Description | Find product information |
|---|---|---|
| Westpac Self-Funding Instalments | A geared equity investment that gives you long-term exposure to Australian shares and exchange-traded funds, while limiting risk. |
Westpac issues new SFI over IOZ on 3 May 2011 (PDF 85kb) |
| Product name | Description | Find product information |
|---|---|---|
| Westpac Protected Loan Australia | Exposure to a diverse Australian equity portfolio through an investment in an ASX listed Exchange Traded Fund (ETF) with access to capital growth, distributions and capital protection at maturity. | |
| Westpac Maximiser | Access a menu of underlying assets including Australian & International equities, and commodities with a level of capital protection at maturity. |
Current Maximiser Unit Prices (PDF 37kb) Westpac Maximiser Series 2 Investment Confirmation (PDF 95kb) Series 1: Australian Equities PDS (PDF 1.92MB)
Series 1: Australian Equities Brochure (PDF 609kb) |
| Westpac Guaranteed Portfolio Service | A diversified portfolio of 5 wholesale managed funds from BT with a range of special features including 100% finance and 100% capital protection at maturity. |
Current GPS Unit Prices (PDF 50kb). For the unit prices of the J.P. Morgan ASX 20 Re-Growth issued on 15 March 2010, visit the JP Morgan Structured Products website, and click on 'Pricing Matrix' |
| Westpac Guaranteed Portfolio Service 2 | Access a diversified portfolio of 5 wholesale managed funds and a range of special features including 100% finance and 100% capital protection at maturity. | Current GPS 2 Unit Prices (PDF 48kb). |
| Westpac Protected Equity Loan (PEL) | Interest-only capital-guaranteed loan for investing in the share market with 100% borrowed funds. |
Updated Information for Westpac PEL July 2010 (PDF 69kb)
Guide to taxation 2010 (PDF 1.18mb) |
| Westpac Instalment Warrants with an annual reset feature | Investments with a built-in loan that let you buy Australian shares and units by making 2 payments over time. |
For product announcements, visit the ASX website and search using the code ‘WBC’.
Updated information for Westpac Instalments and Westpac Self-Funding Instalments (PDF 61kb) |
| Westpac Self Funding Instalments (SFI) | Investments with a built-in loan that let you buy Australian shares by making 2 payments over time. Dividends are used to reduce the loan amount. |
For product announcements, visit the ASX website and search using the code 'WBC'. |
| Challenger Endowments | A moderately geared investment offering enhanced exposure to any capital growth in leading Australian shares. | For product announcements, visit the ASX website and search using the code 'WBC'. |
| Long dated investment call warrants | A long term, geared investment offering the potential for higher returns than a direct share holding. |
For product announcements, visit the ASX website and search using the code 'WBC'. |
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