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Westpac Active Series
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| Westpac Active Income Strategies Trust |
Stable returns with low capital growth with low risk over medium term |
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| Westpac Active Conservative Trust |
Stable returns with some capital growth with low risk over medium term |
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| Westpac Active Moderate Trust |
Moderate capital growth with moderate risk over medium to long term |
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| Westpac Active Balanced Trust |
Capital growth with medium risk over medium to long term |
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| Westpac Active Growth Trust |
Capital growth with medium to high risk over long term |
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| BT Funds Management (NZ) Limited (‘BT’) is the manager of the Trusts. |
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| Each Trust is invested on an active basis, 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 more sustainable outperformance over the longer term. We call this a multi manager approach. |
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Westpac Active Series underlying investment managers |
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| You have the flexibility to make regular payments, pay in lump sums or both. |
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| You can also, in normal circumstances, withdraw all or part of your investment at any time (subject to applicable minimums). |
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| Lump sum investment |
$5,000 for the first lump sum - $500 per lump sum after that |
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| Regular investment |
$1,200 per year for each Trust—choose to pay this weekly, fortnightly, monthly or quarterly |
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| The money you invest in a Trust in the Westpac Active Series buys units. The value of each unit is called the unit price. |
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Unit prices are generally calculated daily |
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For the latest available unit prices call 0800 738 641 (8am to 5.30pm, Monday to Friday) |
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Download historical exit unit prices |
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an initial service fee of 0.50% of the amount invested is charged on each lump sum or regular investment. |
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a management fee calculated on each Trust’s gross asset value: |
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| Westpac Active Income Strategies Trust |
0.80% p.a. |
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| Westpac Active Conservative Trust |
1.10% p.a. |
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| Westpac Active Moderate Trust |
1.25% p.a. |
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| Westpac Active Balanced Trust |
1.40% p.a. |
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| Westpac Active Growth Trust |
1.55% p.a. |
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| The Trustee’s fee and the normal day to day expenses of the Trusts are paid for by BT. |
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| There are two prospectuses registered in respect of the Westpac Active Series (a memorandum of amendments (MOA) has also been registered in respect of one of those prospectuses). You can download a copy of the prospectuses and the MOA using the links below. |
> Download prospectus
> Download MOA to the prospectus |
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You can get a copy of the investment statement for any securities for which an investment statement is required from any Westpac branch in New Zealand. Disclosure Statements for Westpac Financial Advisers are available on request and free of charge from any Westpac Financial Adviser. The Westpac managed funds are issued by BT Funds Management (NZ) Limited. Investments made in the managed funds do not represent bank deposits or other liabilities of Westpac New Zealand Limited or any other member of the Westpac group of companies, are subject to investment and other risk, and are not guaranteed by any person.The information on this page is presented subject to our legal page and any other terms and conditions that Westpac may impose from time to time. It is subject to change without notification.
| Copyright©2012 Westpac New Zealand Limited |
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