Balanced Growth Fund
This is an underlying investment option for BT Investor Choice Funds, Westpac Lifetime Superannuation Service, Westpac Flexible Income Plan and BT Personal Portfolio Service.
Investment objective
The fund aims to provide a high level of capital growth over the long term (at least 5 years) from a balanced portfolio of assets.
Investment strategy
The fund invests either directly in assets or indirectly through collective assets (such as life policies or unit trusts) so that the underlying investments of the fund include assets with high long term growth potential, such as Australian and international shares and property.
| Asset type | Neutral position | Range | |
|---|---|---|---|
|
Cash | 5% | (0 - 20%) |
|
International shares | 22% | (12 - 32%) |
|
Australian shares | 33% | (23 - 43%) |
|
Property securities | 10% | (0 - 20%) |
|
International fixed interest | 10% | (0 - 20%) |
|
Australian fixed interest | 20% | (10 - 30%) |
Things you should know
- You can download a Financial Services Guide (PDF 259kb) for Westpac Flexible Income Plan. Alternatively it can be obtained by calling 131 817 or from any Westpac branch.
- You can download a Financial Services Guide (PDF 259kb) for Westpac Lifetime Superannuation Service. Alternatively it can be obtained by calling 131 817 or from any Westpac branch.
- 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.
- Westpac Securities Administration Limited ABN 77 000 049 472 is the trustee of Westpac Lifetime Superannuation Service and is the issuer of interests in Westpac Lifetime Superannuation Service. You can download aProduct Disclosure Statement (PDF 731kb) for Westpac Lifetime Superannuation Service. Alternatively it can be obtained by calling 131 817 or visiting any Westpac branch. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in Westpac Lifetime Superannuation Service.
- Westpac Securities Administration Limited ABN 77 000 049 472 is the issuer of interests in Westpac Flexible Income Plan. You can download a Product Disclosure Statement (PDF 2mb) for Westpac Flexible Income Plan. Alternatively it can be obtained by calling 131 817 or visiting any Westpac branch. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in Westpac Flexible Income Plan.
- An investment in any of these products 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. Investments are 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 these products. Neither the Bank nor any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of these products.
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