Westpac Premium Investment Funds

The Westpac Premium Investment Funds is a range of funds across different asset classes available through the Westpac Wrap Service. Talk to a Westpac Adviser if you want to know more about accessing these funds.

Download the Product Disclosure Statement and read more about this investment option below.

Underlying Investment Managers

The Manager of the Westpac Premium Investment Funds is BT Funds Management (NZ) Limited ('BT'). As Manager, BT may employ specialist underlying investment managers to manage specific assets. View the current Underlying Investment Managers for the Premium Investment Funds.

Fund Updates

Keep up to date with your investment in the Westpac Premium Investment Funds with our quarterly reporting.

 

Alternative Strategies Fund - 30 June 2017

Australasian Diversified Share Fund - 30 June 2017

Corporate Bond Fund - 30 June 2017

Dividend Share Fund - 30 June 2017

Enhanced Cash Fund - 30 June 2017

International Diversified Bond Fund - 30 June 2017

International Diversified Share Fund - 30 June 2017

New Zealand Diversified Bond Fund - 30 June 2017

Property Fund - 30 June 2017

 

Alternative Investments Fund - 31 March 2017

Alternative Strategies Fund - 31 March 2017

Australasian Diversified Share Fund - 31 March 2017

Corporate Bond Fund - 31 March 2017

Dividend Share Fund - 31 March 2017

Enhanced Cash Fund - 31 March 2017

International Diversified Bond Fund - 31 March 2017

International Diversified Share Fund - 31 March 2017

New Zealand Diversified Bond Fund - 31 March 2017

Property Fund - 31 March 2017

 

Alternative Investments Fund - 31 December 2016

Alternative Strategies Fund - 31 December 2016

Australasian Diversified Share Fund - 31 December 2016

Corporate Bond Fund - 31 December 2016

Dividend Share Fund - 31 December 2016

Enhanced Cash Fund - 31 December 2016

International Diversified Bond Fund - 31 December 2016

International Diversified Share Fund - 31 December 2016

New Zealand Diversified Bond Fund - 31 December 2016

Property Fund - 31 December 2016

 

Alternative Investments Fund - 30 September 2016

Alternative Strategies Fund - 30 September 2016

Australasian Diversified Share Fund - 30 September 2016

Corporate Bond Fund - 30 September 2016

Dividend Share Fund - 30 September 2016

Enhanced Cash Fund - 30 September 2016

International Diversified Bond Fund - 30 September 2016

International Diversified Share Fund - 30 September 2016

New Zealand Diversified Bond Fund - 30 September 2016

Property Fund - 30 September 2016

Other information

Unit Prices

The money you invest in a Fund within the Premium Investment Funds buys units in that Fund. The value of each unit is called the unit price. Unit prices are generally calculated daily.

For the latest available unit prices, call 0800 738 641 (8am to 5:30pm, Monday to Friday).

Download the historical exit unit prices.

You will need to download Adobe Reader.

Annual Report

You can get a copy of the report here.

Responsible Investment Policy

You can view our Responsible Investment Policy here.

Read more about Investing and Withdrawing