Other Information

Fund Performance

To view the performance across all of the Westpac Active Series investment options, download the latest Westpac Active Series Performance Figures here.

Unit Prices

The money you invest in a Trust in the Westpac Active Series buys units. 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.

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Annual Report

You can get a copy of the Westpac Retail Trusts Annual Report for the year ending 2017 here.

Responsible Investment Policy

You can view our Responsible Investment Policy here.

Read more about Investing and Withdrawing

Prescribed Investor Rate (PIR)

Tax payable or refundable on your investment will be calculated at the PIR you select. Find out more about PIR rates here.