Your Investment Options & Underlying Managers

The Westpac Active Series has five funds to choose from, each with a different mix of assets to suit your risk appetite and investment timeframes. Read about each fund within the Westpac Active Series below to see which might best suit you.

Income Strategies Trust - 30 September 2017

Conservative Trust - 30 September 2017

Moderate Trust - 30 September 2017

Balanced Trust - 30 September 2017

Growth Trust - 30 September 2017

Your Investment Options

Your Investment Options

Below you will find a snapshot of each of the funds within the Westpac Active Series. You should review the Product Disclosure Statement for more detailed information on each of the funds.

Income Strategies Trust

Objectives and overview

  • Aims to provide stable returns over the short to medium term. 
  • Invests in a diversified range of income assets.
  • Recommended minimum investment timeframe is short to medium term.
Target Investment Mix

westpac active series income strategies

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Conservative Trust

Objectives and Overview

  • Aims to provide stable returns over the short to medium term. 
  • Invests primarily in income assets but also has an allocation to growth assets.
  • Recommended minimum investment timeframe is short to medium term.

 Target Investment Mix

westpac active series conservative

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Moderate Trust

Objectives and Overview

  • Aims to provide moderate returns over the medium term. 
  • Has a higher benchmark allocation to income assets than to growth assets. 
  • Recommended minimum investment timeframe is medium term.

westpac active series moderate

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Balanced Trust

  • Aims to provide medium returns over the medium to long term. 
  • Has a higher benchmark allocation to growth assets than to income assets. 
  • Recommended minimum investment timeframe is medium to long term.

 westpac active series balanced

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Growth Trust

  • Aims to provide higher returns over the long term.
  • Invests primarily in growth assets but also has an allocation to income assets. 
  • Recommended minimum investment timeframe is long term.

westpac active series growth

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 View the Active Series Fund Updates

Underlying Managers

BT Funds Management (NZ) Limited (‘BT’) is the manager of the Trusts.

Each Trust is actively managed and is generally invested across a range of securities, asset classes, and specialist underlying investment managers. A number of specialist underlying investment managers are accessed by BT, and in doing so, BT seeks to deliver sustainable outperformance over the longer term. This is known as a multi manager approach.

Westpac Active Series underlying investment managers

View the Active Series Fund Updates