This is an investment option available in the BT Business Super fund.
Providing investors with a moderate level of capital growth over the medium term and a moderate level of interest earnings.
Investing in assets through collective investments, such as life policies or unit trusts. The Investment Option’s assets consist of a diversified portfolio of mainly interest bearing investments such as Australian and international bonds, debt securities, bank-backed bills and cash on deposit. Such assets provide some potential for capital growth through a moderate holding of growth assets, like Australian and international shares and property.
Who should invest?
This Investment Option is suitable for investors who:
- Have at least a 3 year medium term investment timeframe
- Want a reasonable level of capital stability over that time
- Accept there may be a higher level of fluctuations in capital value in the short term in the pursuit of higher returns over that period
- Want only limited exposure to share markets.
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 , 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.