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Managed Funds.
Westpac Active Series has four investment fund options, all professionally managed to make investing simple and grow your wealth.
What are managed funds?
Managed funds are an investment that can help you achieve your financial goals. It could be a short-term goal like a home renovation or building your wealth over the long-term.
When you invest in a Westpac Active Series managed fund, your money is professionally managed with the aim of strong performance over the long term. You also have the flexibility to withdraw your money when you want - it’s not locked in. These benefits could make the Westpac Active Series a great investment option for both first time and experienced investors.
To get started, choose the fund that best suits you and your investment goals, or speak with a Westpac Financial Adviser for free advice about your investment goals and together we'll make it happen.
Why Westpac Active Series?
Fair fees
We keep our fees fair, ranging from 0.70% to 0.85%⁴, so you keep more of the money you invest.
Investment expertise
We work with experienced investment managers, both here in New Zealand and overseas, who look for opportunities that aim to deliver strong long-term investment returns.
Making a sustainable difference
All our funds are managed in line with our sustainable investment policy5. One of our key sustainable themes is climate action. As part of this theme, we choose investments to help reduce the carbon emissions of our investment funds.
Compare our managed funds.
To make the most of your investment it's important to choose the right fund. Consider your investment timeframe (how long until you need your money - remembering your money is not locked in) and risk appetite (how comfortable you are seeing your balance go up and down).
TIP: Our funds have a recommended minimum investment time frame so you can make the most of your investment. With Westpac Active Series managed funds, your money is not locked in, you can access it any time.
1 Fee The annual fund charge is based on the balance you have invested in a fund and is subject to change.
2 Return Average annual return is over five years after deducting fund charges but before tax to 30 September 2024. Past performance is not a reliable indication of future performance. Returns for any fund will vary and may be negative at times, which means your balance can be less than what you invested.
3 Risk Indicates how much the relevant Westpac Active Series fund might go up and down in value (i.e. amount of volatility). With more risk comes the potential for greater returns over time. Find out more about how the risk indictor is calculated in the Product Disclosure Statement for the Westpac Active Series.
Making a sustainable difference.
We’re proud to be recognised as one of New Zealand’s Responsible Investment Leaders by the Responsible Investment Association Australasia (RIAA)6 in 2022, 2023 and 2024.
As a responsible investment leader our sustainable investment policy applies to all of BTNZ’s managed funds5 , such as Westpac Active Series, so you can feel confident knowing that your investments are working towards building a more sustainable tomorrow.
Read more about how we invest sustainably and see how we’re tracking against our sustainable investment commitments in our 2023 BTNZ Sustainable Investment Report.
Next steps.
Apply to invest
Download and complete the form at the end of the Product Disclosure Statement. Return it to us by mail or drop it into any Westpac branch. Or speak to your custodial service provider.
General investment enquiries
Contact our dedicated team of specialists with general investment questions.
Financial advice
Contact a Westpac Financial Adviser for a free personalised financial plan. If calling from overseas: +64 9 375 9981 (international toll charges apply).
More about investment funds.
View all Investment guidesQuick help.
Things you should know.
4 The annual fund charge is based on the balance you have invested in a fund and is subject to change.
5 Our sustainable investment policy applies to the investment management services provided by BT Funds Management (NZ) Limited, the investment arm of Westpac in New Zealand, including in relation to the Westpac KiwiSaver Scheme, Westpac Active Series, and Westpac Retirement Plan.
6 The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold a Financial Advice Provider licence.
BT Funds Management (NZ) Limited is the issuer and manager, and Westpac New Zealand Limited is a distributor, of the Westpac Active Series.
The material on this webpage is provided for general purposes only and is not a recommendation or opinion in relation to the Westpac Active Series. You should not rely solely on the information on this webpage.
Investments made in the 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 Active Series' performance, returns or repayment of capital.
You can get a copy of the Product Disclosure Statement for the Westpac Active Series investment here or from any Westpac Financial Adviser.