Is there a fee to invest in Westpac Active Series managed funds?

The Westpac Active Series has one annual fee for each fund, ranging from 0.70% to 0.85%¹. The fee is charged as a percentage of the total amount you have invested. For example, if the annual fee is 0.80%, a $10,000 investment would cost about $80 a year. The fee pays for professional fund management and day‑to‑day administration. We don’t charge a performance fee on top, like some other managed fund providers do. To see how fees could affect your investment over time, you can try the Money Hub Managed Funds Fee Calculator.

Learn more

• How to invest in the Westpac Active Series?
• All Investment FAQs

Things you should know.

¹ The annual fund charge is based on the balance you have invested in a fund and is subject to change.

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.