Investment funds / non-KiwiSaver / Multi Asset / Global
The Westpac Active Growth Trust aims to provide higher returns over the long term. The Fund invests primarily in growth assets but also has an allocation to income assets. Volatility is expected to be the highest of the funds.
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.