How do I choose a managed fund?

Choosing the right fund could make a big difference to your savings and get you closer to reaching your investment goal. Ask yourself these five questions when looking to invest in a fund:

1. How long until I need my money?
2. How comfortable am I seeing my balance go up and down?
3. Are the fees fair?
4. How does the fund perform?
5. Does the fund’s investment strategy align to my values?

Read more in our investment guide, How to choose a fund.

 Learn more.

• How do managed funds work?
• How to invest in Westpac Active Series?
• All Investment FAQs

Things you should know.

BT Funds Management (NZ) Limited is the issuer and manager and Westpac New Zealand Limited is a distributor of the Westpac Active Series.

The material on this webpage is provided for general purposes only and is not a recommendation or opinion in relation to the Westpac Active Series. You should not rely solely on the information on this webpage.

Investments made in the Westpac Active Series do not represent bank deposits or other liabilities of Westpac Banking Corporation ABN 33 007 457 141, Westpac New Zealand Limited or other members of the Westpac Group of companies. They are subject to investment and other risks, including possible delays in payment of withdrawal amounts in some circumstances and loss of investment value, including principal invested.

None of BT Funds Management (NZ) Limited (as manager), any member of the Westpac Group of companies, The New Zealand Guardian Trust Company Limited (as supervisor), or any director or nominee of any of those entities, or any other person guarantees the Westpac Active Series' performance, returns or repayment of capital.

View the Product Disclosure Statement for the Westpac Active Series  or get a copy from any Westpac Financial Adviser.