Westpac managed funds. Access a select range of leading Australian fund managers.

Westpac managed funds Remember, our managed funds are only one of many possible ways to invest. access hub. “This strategic relationship will enable us to partner with leading specialists in fast moving and highly specialised sectors. 1. 3 Yr. Managed Funds Transaction Form (PDF 111KB) Use this form to complete a managed fund transaction. To complete a managed fund transaction including initial or additional applications, redemptions, and distribution amendments. 40% Income assets: Cash and fixed interest or bonds. Choose from a range of St. ; Access – gain exposure to international markets, as well as fixed income and other sectors. name of BT (Queensland) Pty Limited, a wholly owned subsidiary of Westpac Banking Corporation, which will hold them on . Westpac Active Series Balanced Trust Fund Update 31 12 2024. nz. Volatility is expected to be To advance funds or transfer a credit balance from your Westpac Margin Loan to an external bank account. Kernel’s range of funds includes local and global markets to deliver long-term growth. Managed This site has been produced by Australian Investment Exchange Limited ABN 71 076 515 930, AFSL 241400 ('AUSIEX'), a wholy owned subsidiary of Nomura Research Institute, Ltd. The fund has a higher target allocation to income assets than to growth assets. 31 Dec 2024 Westpac Active Series fund update. • BT Funds Management (NZ) Limited (BTNZ, us, we or the Manager) is the Manager of the Scheme. Need help with managing your cash flow? From cash flow management and stock control to managing costs and Fund name APIR Morningstar rating Sector Returns; 3 Mth. This BTNZ is the investment arm of Westpac in New Zealand. ask to speak to one of our Westpac Financial Advisers, call 0508 972 254 or visit www. These may change or we may introduce new ones in the future. pdf pdf, 1012 KB. This is a managed investment scheme. westpac customer solutions@westpac. For example, Westpac investment lending will generally lend between 30% and 80% of the value of acceptable shares and managed funds. westpac. A copy of the Product Disclosure Statement is available from any Westpac branch or at westpac. ** The High Growth Fund is available for investment on We’re proud to be recognised as one of New Zealand’s Responsible Investment Leaders by the Responsible Investment Association Australasia (RIAA) 4 in 2022, 2023 and again in 2024. Westpac P I F Monthly Income - Managed Fund (Closed) Fund Objective This cash based fund aims to provide high monthly income from investments expected to have a stable capital value. Term deposits. You contribute to a fund which is managed by a professional fund manager. not a KiwiSaver fund), see the section of the PDS on withdrawing funds and how this works. Use this form to complete a managed fund transaction. With over $138bn2 in funds under administration you can be confident that you’re dealing with experienced and knowledgeable experts. The Westpac KiwiSaver Scheme is managed by BT Funds Management (NZ) Limited (BT), the investment arm of Westpac in New Zealand. Easily sort and compare funds by fee, return, risk and investment timeframe. Developing an investment strategy; While such material is published with necessary permission, no company in The strategy of the Westpac Lifetime Superannuation - Westpac Balanced Growth managed fund is The fund will invest either directly or indirectly through collective investments (such as life policies or unit trusts) so that the underlying assets of the Investment Option consist of a diversified portfolio of mainly growth assets (Australian and international shares and Westpac Active Series (and the funds within it), BT Funds Management (NZ) Limited (BTNZ, we, us, our) has elected to use the following adoption provisions: This section describes the processes BTNZ uses to identify, assess, and manage the material (important) climate-related risks applicable to the Westpac Active Series (and the funds This site has been produced by Australian Investment Exchange Limited ABN 71 076 515 930, AFSL 241400 ('AUSIEX'), a wholy owned subsidiary of Nomura Research Institute, Ltd. Find out more; Managing your cash flow. All of the funds are actively managed by a fund manager, which increases fees compared to index-based You are able to access diversified and specialist wholesale managed funds from both BT and a wide range of investment managers that cover major asset classes and investment strategies. 30pm Monday to Friday and 8. An LVR is assigned to each investment in your loan portfolio. The strategy of the Westpac Variable Income Moderate Growth managed fund is Invests either directly or indirectly through collective investments (such as life policies or unit trusts) so that the underlying assets of the Investment Option consist mainly of interest bearing investments (such as Australian and international bonds, debt securities, bank-backed bills – The Westpac Premium Investment Funds (Scheme) is a registered Managed Investment Scheme. For this managed fund (i. This information does not take your personal objectives, circumstances or needs into account. ('NRI'). A Westpac Margin Loan may help you make the most of your money by using gearing to leverage your equities exposure. Cost effective – more cost effective than buying the equivalent portfolio of shares and typically have lower fees than managed funds. Full details are available on Exchange traded funds (ETFs) are investment funds that hold a pool of assets such as shares, fixed interest investments and commodities. These investment options are summarised below. They are subject to investment and other risks, including possible delays in payment of . You are able to access diversified and specialist wholesale managed funds from both BT and a wide range of investment managers that cover major asset classes and investment strategies. au/web New Zealand Limited (Westpac NZ) or other members of the Westpac group. George, Westpac and BT term deposits. ; Simplicity – invest in global and local markets 1 Fee The annual fund charge is based on the balance you have invested in a fund. Find out more at InvestSMART Unfortunately funds cannot be released from any managed fund investment product to pay the funeral bill. The LVR is the percentage of the investment's market value that the investment lender will lend you. "The acquisition is an another step towards building a higher growth business. Access a select range of leading Australian fund managers. Find Westpac KiwiSaver offers six KiwiSaver funds, ranging from low-risk cash, default and balanced funds, to a higher-risk growth fund. For further details, please refer to the Product Disclosure Statement (PDF). Your contributions are pooled with contributions from other investors, so the fund has more money to invest. Past performance is not a reliable indication of future performance Future returns for any fund will vary and may If you’re an existing Westpac customer and are registered for Online Banking, you can apply online for a Farm Management Deposit account in less than 10 minutes. They require a minimum initial investment of $5,000, and subsequent lump sum investments of at least $500 or regular investments of at least Here is what the provider says about this managed fund “ The Balanced Fund aims to provide medium returns over the medium to long term. 1 Yr. From the Westpac website: A managed fund is a type of investment product - it gives you a hands-off way to invest in a wide range of assets. Each of the six funds This Climate Statement covers the Westpac Retirement Plan, and the following funds: • Accumulation Portfolio • Balanced Portfolio • Dynamic Portfolio This is the Westpac Retirement Plan’s first Climate Statement and provides existing and potential investors with information on where we are at in our journey to manage climate- Here is what the provider says about this managed fund “ The Growth Fund aims to provide higher returns over the long term. ; Diversification – a single trade provides instant exposure to a diversified portfolio of securities. Westpac Lifetime Superannuation - Westpac Balanced Growth. 20% Growth assets: Equities or shares and listed property. Investments made in the Westpac KiwiSaver Scheme and other Westpac managed funds do not represent bank deposits or other liabilities of Westpac For Westpac issued products, conditions, fees and charges apply. Search registered payees for “Westpac Active Series Managed Funds” (refer to M attached guidelines); or •o make a payment using a bank other than Westpac, please make payment from your bank account into Guardian Nominees T Limited’s bank account (account number 03-0584-0026000-84). Our sustainable investment policy applies to all of BTNZ’s managed funds 5, such as the Westpac KiwiSaver Scheme, so you can feel confident knowing that your investments are working Westpac Managed Funds, PO Box 695, Wellington 6140. gov. Find out more at InvestSMART The Conservative Fund aims to provide stable returns over the short to medium term. Westpac Premium Investment Funds Other Material Information Underlying Investment Managers 30 September 2020. Skip to main content Skip to main navigation. Westpac Universal Life Income Accumulation. The funds contain varying mixes of assets, with cash and fixed-interest bonds (income assets) making up most of the conservative funds, and equities (growth assets) making up Our self managed super fund solution is built on BT Panorama, the online platform that helps you manage your SMSF’s investments and cash in one convenient place. (‘We’) is the provider of the advisory services and products found in this document. Solutions. Up-to-date fund performance data is available on the Westpac website . Westpac Active Series Switch Advice Form. We are proud to be recognised as one of New Zealand's Responsible Investment Leaders for 2022, 2023 and 2024 by the Responsible Investment Association Australasia (RIAA), giving you confidence that your investments are working towards building a more sustainable tomorrow. This is a big advantage when it comes to negotiating better deals and opportunities for our funds and gives Westpac investors access to investment opportunities that smaller New Zealand funds don't have. Once this money is received by ASIC and customer details are loaded on to their Moneysmart website, usually by late April, you can commence the claims process by following these steps: Check if ASIC is holding any unclaimed funds on your behalf on their Moneysmart website. Portfolio and BT Private Portfolio are an Individually Managed Account service provided to wholesale clients only by Westpac RE Limited ABN 80 000 742 478 AFSL 233717. co. Volatility is expected to be higher than the Defensive Conservative Fund but lower than the Moderate Fund in the Westpac KiwiSaver Scheme. Find the best Westpac KiwiSaver Scheme fund for you and your KiwiSaver goals. – BT Funds Management (NZ) Limited (BTNZ, us, we or the Manager) is the of managed funds. Active Series Here is what the provider says about this managed fund “ The Moderate Fund aims to provide moderate returns over the medium term. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Cash Management Account (BT CMA) and the BT Invest Cash Management Account (BT The strategy of the Westpac Investment Trust managed fund is To invest in ordinary shares of companies listed on Australian stock exchanges. More information can be found on the Understanding managed funds. View & analyze the LP68037629 fund chart by total assets, risk rating, Min. Visit: Any Westpac branch . The unit prices for each fund within the Scheme were as follows: Fund Name Unit Price as at: 1 April 2019 31 March 2020 # Other fees, costs and charges may apply to your BT Super Invest account, such as a cash account fee and transaction costs eg buy/sell spread. 00pm on Saturdays (AEST). Lending criteria apply to approval of credit products. A managed fund (also known as a mutual fund) is when your money is grouped together with other investors and a fund manager buys and sells assets such as stocks, bonds and securities for everyone. Borrower’s details WESTPAC ACTIVE SERIES The strategy of the Westpac Variable Income Moderate Growth managed fund is Invests either directly or indirectly through collective investments (such as life policies or unit trusts) so that the underlying assets of the Investment Option consist mainly of interest bearing investments (such as Australian and international bonds, debt securities, bank-backed bills Find our live Westpac Investment Bond Managed Growth fund basic information. Phone lines are available Mon-Fri from 8. A small corporate fund run for Westpac staff also failed the test, along with default products managed by scandal-plagued industry fund EISS Super, Australian Catholic Superannuation and 28 Feb 2025 Managed fund performance. Returns for periods longer than one year have been calculated on an average annual return basis. With an online platform focused on user experience and efficiency, Kernel is a popular choice for first-time and experienced investors seeking simplicity and value. After a fixed return on your investment? Make the most of our bonus interest rates with a Term There are several different types of managed investments, but some of the most well-known are managed funds, managed accounts and Exchange Traded Funds (ETFs). •ake a payment via Westpac internet banking. BTNZ is the issuer, and Westpac NZ is a distributor of, the Scheme. Westpac must remit unclaimed moneys to ASIC by 31 March each year. This Climate Statement covers the Westpac KiwiSaver Scheme, and the following funds: • Balanced Fund • Cash Fund • Conservative Fund • Default Balanced Fund • Defensive Conservative Fund • Growth Fund • Moderate Fund The Westpac KiwiSaver Scheme and other Westpac managed funds are provided and issued by BT Funds Management (NZ) Limited. . Some managed Choose one of five ready-made BT Invest managed portfolios. BT Funds Management (NZ) Limited ( BTNZ, we, our or us) will invest your money Annual fund changes2 Westpac Growth Trust The fund aims to provide the highest returns of any of the funds over the long term. Please return the completed form to: Westpac Managed Funds, PO Box 695, or any other person guarantees the managed funds’ performance, returns or repayment of capital. Fund Strategy Invest in short-term money market securities, interest-bearing deposits and other income-only investments such as mortgages. As the primary objective is to generate capital growth, the manager will concentrate on those companies which offer the greatest potential for growth and profitability. Limited (as Supervisor), or any director or nominee of any of those entities, or any other person guarantees the managed funds’ performance, returns or repayment of capital. As a primary producer, you’ll have quite enough challenges in your day without having to find time to head into town to do your banking. The Managed Funds will be transferred into the . Our View: Kernel is a fast-growing index fund platform that offers a low-cost and transparent approach to investing. Also, look for information about how long it takes to actually get paid after requesting a withdrawal, whether regular withdrawals are possible, and how often. Our Story; InvestSMART; Intelligent Investor; The Responsible Entity for the Westpac Investment Prtc Cash Based managed fund is Westpac Life Insurance Services Limited. 297956. Created Date: 1/11/2021 11:02:04 AM All Westpac fixed and variable home loans come with a redraw facility that lets you make extra repayments, and tap into these ‘available’ funds should you need them (other lenders may not let you redraw from a fixed home loan). The fund invests primarily in growth assets but also has an allocation to income assets. 30pm (Sydney time). Transactions include initial and additional applications, redemptions and distribution amendments. The more money you invest in the fund, the more units you own (If you are a KiwiSaver member, you alread Borrowing to invest in approved listed shares or managed funds could help you build your wealth. Cash Advance Request (PDF 678KB) Managed Funds Transaction. Find out more at InvestSMART. The unit prices for each fund within the Scheme were as follows: Fund Name Unit Price as at: 1 April 2020 31 March 2021 Westpac Online Investment Loan . investment, market cap and category. BT Funds Management (NZ) Limited is the investment arm of Westpac in New Zealand. From a selection of shares, managed funds, managed portfolios and term Fund Launch 1-Oct-07 1-Jul-14 1-Oct-07 1-Jul-14 1-Dec-21 1-Oct-07 1-Oct-07 25-Sep-24 or any other person, guarantees the managed funds' performance, returns, or repayment of capital. The strategy of the Westpac Lifetime Superannuation - Westpac Dynamic Growth managed fund is The fund will invest mostly in assets with high long-term growth potential such as Australian and international shares and property securities. They’re a lower risk option for investors but typically have smaller or more stable returns. Volatility is expected to be higher than the Conservative Fund but lower than the Default Balanced Fund in the Westpac KiwiSaver Westpac is pulling the plug on new lending to self-managed superannuation funds (SMSF) for property investment, in the latest move by a major to tighten the flow of money into domestic real estate. com. The Westpac Active Series Growth Fund is made up of: 80% Growth assets: Equities or shares and listed property. Westpac New Zealand Limited is a distributor of the Westpac managed funds. Westpac’s business recovery training course helped a travel consultant build her skills and develop a new income stream during COVID-19 we have the help you need to manage your business. To perform similarly to the Commonwealth Bank Bond Accumulation Index - All Series and All Maturities. The fund has a higher target allocation to growth assets than to income assets. withdrawal amounts in some circumstances, and loss of investment value, including principal invested. Westpac Margin Lending Managed Fund Transfer Request Use this form to lodge managed funds to a Westpac Margin Lending Facility. Other management, transactional and operational costs may apply to an ETF, managed fund or managed portfolio option. Your money will be pooled with other investors’ money and invested in various investments. Westpac Premium Investment Funds Other Material Information – The Westpac Premium Investment Funds (Scheme) is a registered Managed Investment Scheme. westpac. Full details are available on request. Learn more about this managed fund including fund information, strategy, asset allocation & performance. Westpac Active Series Moderate Trust Fund Update 31 12 2024. Past performance is not a reliable indication of future performance Future returns for any fund will vary and may The strategy of the BT Personal Portfolio Service Investment - Westpac Moderate Growth managed fund is The fund will invest either directly or indirectly through collective investments (such as life policies or unit trusts) so that the underlying assets of the Investment Option consist mainly of interest bearing investments (such as Australian and international Westpac offers actively managed funds under the Active Series banner. The Westpac Premium Investment Funds ( Premium Investment Funds or Scheme) offers six managed funds for you to invest in (each a fund and collectively the funds) under this Product Disclosure Statement ( PDS). 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 trustee), or any director or nominee of any of those entities, or any Westpac Investment Bond Growth Assets. 20% Income assets: Cash The Westpac Active Series Balanced Fund is made up of: 60% Growth assets: Equities or shares and listed property. Westpac and the Participant do not accept responsibility for, or endorse the content of, such external A Prescribed Investor Rate (PIR) is the tax rate used on your investment in a Portfolio Investment Entity (PIE) such as the Westpac KiwiSaver Scheme, Term PIE or another Westpac managed fund. 00am to 4. Benefits. The fund invests primarily in income assets but also has a 25% target allocation to growth assets. We are located at 275 Kent Street, Sydney NSW 2000. AFSL and Australian Credit Licence 233714. Explore how they work, and how you can use managed funds to invest in a wide variety of industries, countries 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 BT Funds Management (NZ) Limited is the manager and Westpac New Zealand Limited is a distributor, of the Westpac managed funds (Funds). They’re a lower risk option for investors but typically have smaller or more The Westpac Active Series Conservative Fund is made up of: 80% Income assets: Cash and fixed interest or bonds. At a unitholders' meeting held on 9 BTNZ has more than $10 billion in funds under management. Questions? If you need help completing this form, please call us on 1300 551 744. Manage Term Deposit online - are there any restrictions for making changes to my Account within Online Banking? You cannot make the following changes online: Terminate a Term Deposit early; Manage a Term Deposit outside the variation period; Manage a Term Deposit with a restricted status; Manage a Term Deposit less than $5,000 Westpac chief executive David Morgan says the acquisition of Hastings, which will operate as a division of Westpac Institutional Bank, would boost the bank’s capabilities in the alternative funds management field. More information about the investment target and strategy for each investment option is The objective of the Westpac Australian Bond Index Fund managed fund is To replicate the Westpac 60 Index through a representative sample of about 20 issues. 00am to 9. Up to The strategy of the BT Investor Choice - All Australian Share managed fund is The fund will invest mostly in shares of Australian companies expected to pay dividends to which imputation tax credits are attached. 30am – 5. Applicants of a new Westpac Online Investment Loan who reside in Tasmania must complete this form in addition to the WOIL Application Form. For Westpac issued products, conditions, fees and charges apply. Beginner guide to self managed super funds (SMSFs) - Risks, benefits, rules, costs and 6 steps to set one up. BT Funds Management (NZ) Limited is the manager of the Westpac . Unlike buying shares directly, when you put money into a managed fund you buy units in the fund. 1 Fee The annual fund charge is based on the balance you have invested in a fund. The strategy of the Westpac Investment Bond Managed Stable managed fund is Target range of assets: cash 20-80%, Australian fixed interest 10-35%, Australian shares 0-15%, international shares 0-5% and property 0-25%. Volatility is expected to be higher than the Default Balanced Fund but lower than the Growth Fund in the Westpac KiwiSaver 2500+ ASX listed shares and exchange-traded funds. Westpac Share Trading; Self Managed Super Fund; Ready-made portfolio; Want to learn more. Managed Funds Transaction Form (PDF 756KB) • The Westpac Premium Investment Funds (Scheme) is a registered Managed Investment Scheme. au/about the nrs. 28 Feb 2025 Active Series form. Our self managed super fund solution is built on BT Panorama, the online platform that helps you manage your SMSF’s investments and cash in one convenient place. of managed funds The unit prices for each fund within the Scheme were as follows: Fund Name Unit Price as at: 1 April 2022 31 March 2023 When investing in a managed fund your money is pooled along with that of other investors and used to invest in either a single asset fund or across a range of asset classes all within the one fund (usually known as a diversified fund). However if the deceased person holds a Westpac Fidelity life insurance policy, funds may potentially be released and will be considered on a case by case basis. More and more banking tasks can now be managed online, including opening and rolling over Westpac Farm Management Deposits. Managed funds. Conservative, Moderate, Compare our Westpac KiwiSaver Scheme Funds. As Westpac’s wealth expert and one of Australia’s leading investment specialists, BT has been helping Australians manage, grow and protect their money since 1969. 2 Return After deducting the annual fund charges but before tax to 31 December 2024. Skip to access and Choose from more than 500 listed securities and 1,900 managed funds with loan-to-value ratios (LVRs) between 35% to 75%. These five diversified portfolios are aligned to acknowledged wealth industry profiles covering most stages of your wealth journey (i. Westpac BlueChip20: Westpac BlueChip20 is a financial product issued by Premium Australia Limited ABN 92 117 611 784 AFSL No. BTNZ is the manager of the Westpac KiwiSaver Scheme (scheme). Exchange traded funds (ETF) Like managed funds, these offer investors bundles of financial assets. au. The Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. Westpac’s support for the new Virescent fund aligns with the bank’s aim to identify and support Australia’s clean tech innovators, says Peter Herbert, Chief Operating Officer, Business & Wealth, at Westpac. Westpac Banking Corporation ABN 33 007 457 141 . They’re a higher risk option for investors but have the potential to generate Westpac's wealth expert, BT, is now offering a new way to invest that's easy. 10Invest Vanguard Australian Shares Index Fund: LIF4909AU: Equity Australia Large Blend You can utilise any broker of your choosing to trade on the Westpac Margin Loan, whereas you can only utilise Westpac Share Trading on the Westpac Online Investment Loan. Managed Fund Transactions Form. e. They’re a higher risk option for investors but have the potential to generate greater returns. The Westpac Margin Loan has over 1,900 managed funds on the Acceptable Securities List and the Westpac Online Investment Loan has approximately 100. Westpac, through BT, offers seven predominantly actively managed KiwiSaver funds, each offering a different level of potential return and targeted to the needs of a different life stage. With BT Invest you can build your own portfolio from a wide range of investments. Westpac Online Banking is available to update Farm Management Deposits from 8. Investments made in the Funds do not represent bank deposits or other liabilities of Westpac Banking Corporation ABN 33 007 457 141, Westpac NZ or other members of the Westpac group of companies. tlc thfp nrrdh jmzf uvwa alklc mrqp nzbx wns rqwgka qfrmtht nzfwq chfhjks jbaqy obhpft