Westpac Multi-Sector Unit Trusts

Each unit trust has a preselected mix of assets across a range of investment sectors, which provides a variety of potential returns.   Download Investment Statement
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Features of the Multi-Sector Unit Trusts
	a choice of three unit trusts, each providing a different spread of investments
	the option of investing by regular payments, lump sum payments or both
	the ability, in normal circumstances, to withdraw all or part of your investment (subject to any applicable minimums) at any time
	you will receive regular notices on your investment and financial statements each year
	as the trusts are PIEs, your investment will be taxed at your prescribed investor rate.
Unit prices
	unit prices are generally calculated daily
	for the latest available unit price information call 0800 738 641 (8.30am to 5.30pm, Monday to Friday)
>	Exit Unit Prices (PDF)

Investment summary	Risk level
Westpac Income Plus Trust Spread of investments: Predominantly income assets	Lower
Westpac Diversified Trust Spread of investments: Broadly balanced mix of growth and income assests	Medium
Westpac Growth Trust Spread of investments: Predominantly growth assets	Higher

How much do you need to invest?
Your approach to investing can be as flexible as you want it to be. You can make regular investments or pay in lump sum investments.
Payment type			Minimum investment
Regular investments			$1200 per year for each trust—choose to pay this weekly, fortnightly, monthly, quarterly, or annually.
Lump sum payments			$5,000 minimum for first lump sum for each trust; $500 each lump sum after that for each trust.
Initial service, administration and other charges
	an initial service charge of $100 applies for lump sum payments only. For regular investments made by direct debit or automatic payment the initial service charge is waived
	a weekly administration charge of $1.95 (plus any GST) applies. The administration charge is waived for regular investors with balances under $5,000, making payments by direct debit or automatic payment (subject to certain conditions)
	the administration charge is waived for regular investors with balances under $5,000, making payments by direct debit or automatic payment (subject to certain conditions)
	a trustee fee of up to 0.10% p.a. (plus any GST) of a trust's gross assets applies
	a management fee of up to 1.75% p.a. (plus any GST) of a trust’s gross assets applies. A management fee rebate may apply to certain investors (see Investment Statement for details).
Specialist Underlying Investment Managers
>	Multi-Sector Unit Trusts Underlying Investment Managers (PDF 68kB)
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