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Westpac Balanced Growth Investment Option

This is an investment option available in the BT Business Super fund.

Investment objective

Meeting investors' income and growth objectives, by investing in both income-producing and growth assets to produce consistently strong returns in capital growth from a balanced Investment Option of assets over the long term (at least 5 years).

Graph - Balanced growth portfolio

Investment strategy

Investments are spread across a number of different asset classes, mainly interest bearing investments including Australian and international shares, bonds, debt securities, bank-backed bills, cash on deposit plus a moderate holding of growth assets such as property.

Who should invest?

This Investment Option is suitable for investors who:

  • Have at least a 5 year long term investment timeframe
  • Want relatively high returns over that time from a balance of investments producing both growth and income for reinvestment
  • Accept that the value of units will rise and fall in line with market fluctuations.

 

Things you should know

Westpac Securities Administration Limited ABN 77 000 049 47 is the trustee of the BT Business Super fund and is the issuer of interests in the Fund. A Product Disclosure Statement (PDS) is available for the Fund and can be obtained by calling 132 135, downloading the BT Business Super Product Disclosure Statement (PDF 1MB), or visiting a BT Investor Centre. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in the Fund.

Investments in BT Business Super and underlying investment options, are not deposits or other liabilities of the Bank or any other member of the Westpac Group. They are subject to investment risk, including possible delays in repayment and loss of income and principal invested. Neither the Bank, nor any other member of the Westpac Group, guarantees the capital value or performance of these investments or the assets of BT Business Super except as specified in the information brochure.

A Financial Services Guide for BT Business Super Fund can be obtained by downloading here, calling 1300 553 010, visiting www.bt.com.au or from any Westpac branch.