Investment funds / non-KiwiSaver / Multi Asset / Global
The Westpac Active Conservative Trust aims to provide stable returns over the short to medium term. The Fund invests primarily in income assets but also has an allocation to growth assets. Volatility is expected to be lower than the Moderate Trust
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.