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How we manage our funds.
Westpac's fund managers choose the very best fund specialists from around the world and invest sustainably.
Active and sustainable investment management.
BT Funds Management (NZ) Limited (BTNZ) is the investment arm of Westpac in New Zealand and their approach to managing investment funds includes:
- Specialist underlying investment managers
- An investment committee to approve and review all its managers
- Sustainable investment approach, taking into account environmental, social and governance factors (ESG) and contributing to sustainable themes
- Competitive fees
- Making the most of its buying power.
More on Specialist investment managers
BTNZ uses specialist investment managers - each one is an expert in their asset class.
Here in New Zealand, BTNZ employs a team who take care of its New Zealand cash and local bonds. They also use specialist investment managers based all over the world, who provide on-the-ground local knowledge of global markets.
Whether investing in mature markets such as Europe and the US, or emerging ones, such as Taiwan and Brazil, BTNZ investment managers find opportunities that might not be available to investors in New Zealand. And it believes its multi-manager approach delivers a more consistent performance for its investors than using a single manager.
BTNZ's Investment Committee
All investment managers and investment strategies are approved by the BTNZ investment committee. Each investment manager and investment strategy is comprehensively researched before selection, and once in place are regularly monitored and reviewed.
BTNZ’s Sustainable Investment Policy
BTNZ's Sustainable Investment Policy sets out our exclusions, ESG integration, stewardship approach and commitments to climate change, and other sustainable themes. BTNZ believes investing sustainably is a powerful way to achieve results both on and off the balance sheet.
Competitive fees for investors
BTNZ’s fees are some of the most competitive fees for KiwiSaver in New Zealand1. Learn more about fees and charges for KiwiSaver or see the Westpac Active Series fees in the Product Disclosure Statement.
Harnessing our buying power
BTNZ has more than $10 billion in funds under management. 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.
Remember, our managed funds are only one of many possible ways to invest. Speak to a Financial Adviser about your specific circumstances to get tailored advice for you.
Next steps.
Talk to an expert
Discuss your investment needs with a Westpac Financial Adviser.
Investment guides.
View all investment guidesThings you should know.
1 We have made this claim based on our review of annual fund charges across a range of fund types (e.g. conservative, balanced, and growth) offered by a comparison group of KiwiSaver providers, with a range of investment styles including active, passive and blended (both active and passive).
BT Funds Management (NZ) Limited is the scheme provider and Westpac New Zealand Limited is a distributor, of the Westpac KiwiSaver Scheme.
Investments made in the Westpac KiwiSaver Scheme 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 KiwiSaver Scheme' performance, returns or repayment of capital.
You can get a copy of the Westpac KiwiSaver Scheme Product Disclosure Statement here or by contacting any Westpac branch or call 0508 972 254 or from overseas +64 9 375 9978 (international toll charges apply).
The material on this webpage is provided for information purposes only and is not a recommendation or opinion in relation to investments.