BT Funds Management.
All our investment funds, including the Westpac KiwiSaver Scheme, are managed by BT Funds Management (NZ) Limited.
Managing your investments.
BT Funds Management (NZ) Limited (BTNZ) manages all of Westpac's investment funds, including the Westpac KiwiSaver Scheme and Active Series and has more than $15 billion in funds under management. BTNZ use a multi-manager approach to deliver strong risk-adjusted returns, by including a wide variety of investment processes and strategies in all funds, including the KiwiSaver funds. Each investment manager is an expert in a particular asset class - some are based in New Zealand, others are international.
Long-term wealth creation
BTNZ focuses on high-quality, insightful research to help manage the funds. It believes in being disciplined, diversifying broadly, and investing responsibly. It looks for investments that range across asset classes, securities and investing styles - locally and internationally – to help our clients grow their wealth.
Because markets aren't always efficient, BTNZ also look for opportunities to capitalise on discounted investments. Only actively managed funds (like ours) can select securities and allocate assets in a way that takes advantage of one-off market opportunities.
Specialist investment managers
Carefully chosen investment managers help BTNZ to diversify into different assets and asset classes. It looks for outstanding investment managers with well-defined investment principles and processes. It constantly monitors the performance of its investment managers, including how responsibly they invest to make sure they continue to fit with its overall investment philosophy.
Things you should know.
BT Funds Management (NZ) Limited is the scheme provider and Westpac New Zealand Limited is the distributor, of the Westpac KiwiSaver Scheme.
The information above is subject to changes in government policy and law, and changes to the Westpac KiwiSaver Scheme, from time to time.
Investments made in the Westpac KiwiSaver Scheme and 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 KiwiSaver Schemes' and Westpac Active Series' performance, returns or repayment of capital.
You can get a copy of the Westpac KiwiSaver Scheme Product Disclosure Statement here or the Westpac Active Series Product Disclosure Statement here or by contacting any Westpac branch or call 0508 972 254 or from overseas +64 9 375 9978 (international toll charges apply).
Disclosure statements under the Financial Advisers Act are available on request and free of charge from a Westpac Financial Adviser.