Australian Growth Share Fund
This is an underlying investment option for BT Investor Choice Funds and BT Personal Portfolio Service.
Investment objective and strategy
The Australian Growth Share Fund aims to provide capital growth and some tax effective income over the long term (at least 5 years) from investment in Australian shares.
The fund invests in shares of Australian companies. As the primary objective is to generate capital growth, the fund has an emphasis on investment in companies with good long term growth prospects. The fund may also invest in a range of other listed or unlisted corporate securities.
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.
| Asset type | Range | |
|---|---|---|
|
Income-only investments | 0 - 10% |
|
Australian shares | 90 - 100% |
Who should invest?
This fund is suitable for investors who:
- Have an investment time frame of at least 5 years
- Are looking to build wealth over time
- Are willing to accept the risks of considerable volatility associated with a share market investment.
Things you should know
- You can download a Financial Services Guide (PDF 304kb) for BT Investor Choice Funds. Alternatively it can be obtained by calling 131 817, visiting www.bt.com.au or from any Westpac branch.
- Westpac Financial Services Limited ABN 20 000 241 127 is the issuer of units in the funds offered as BT Investor Choice Funds. You can download a Product Disclosure Statement (PDF 1.7mb) (PDS) for BT Investor Choice Funds. Alternatively it can be obtained by calling 132 135, visiting www.bt.com.au or from any Westpac branch. You should obtain and read the PDS before deciding whether to acquire, continue to hold or dispose of interests in BT Investor Choice Funds.
- An investment in the product is not an investment in, deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (the Bank) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. The Bank is not the issuer of the product. Neither the Bank nor any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of the product.
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