Westpac Active Series

The Westpac Active Series is a range of unit trusts that make it easy for you to invest, each with a sophisticated investment strategy.

This investment option might be suitable for you if you want:

  • access to a series of managed fund investment options, each with a different mix of assets, making it easy for you to invest in your future
  • access to some of the best fund managers in New Zealand and around the world
  • flexibility to make regular and lump sum investments, or make regular and lump sum withdrawals on all or part of your investment
  • a PIE fund, where you are taxed at your PIR.

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

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    Your Investment Options & Underlying Managers

    The Westpac Active Series has four funds to choose from, each with a different mix of assets to suit your risk appetite and timeframes.

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    Westpac Active Series Fund Updates

    Keep up to date with your investment with our quarterly fund updates.

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    Other Information

    View the performance across the Westpac Active Series investment options, the latest available unit prices and the Westpac Retail Trusts Annual Report.

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    Investing and Withdrawing

    View the minimum investment amounts for the Westpac Active Series.