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Westpac Active Series.
Four actively managed funds that provide a diversified and sophisticated investment strategy.
Compare our funds.
Choosing the right fund is an important part of reaching your investment goals. Discover our fund options below.
You can review the Product Disclosure Statement for more detailed information on each of the funds.
We aim to invest each fund in line with the goals of our Sustainable Investment Policy.
What is the target investment mix?
The actual investment mix will vary due to market movements and if we decide to hold more or less than the benchmark allocation in asset classes to enhance returns or to reduce risk. These variations are restricted by permitted ranges for each asset class. We may alter the target investment mix and the ranges for each fund at any time. For further information about each fund's investment activities see the SIPO on Disclose.
About our funds.
A range of diversified funds
You have access to a series of managed fund investment options, each with a different mix of assets, making it easy for you to invest in your future.
Sustainable investment
Our sustainable investment policy applies to all managed funds1 managed by BTNZ, such as Westpac Active Series, so you can feel confident knowing that your investments are working towards building a more sustainable tomorrow.
We’re proud to be recognised as one of New Zealand’s Responsible Investment Leaders by the Responsible Investment Association Australasia (RIAA)2 in 2022 and again in 2023.
Professional investment management
A team of professionals with access to a number of underlying investment managers and a broad range of assets, securities and investing styles, that aims to deliver more consistent returns.
Flexibility
Make regular and lump sum deposits and withdrawals on all or part of your investment.
Providing the right tax rate
Our managed funds are all portfolio investment entities (PIEs) for tax purposes. This means we calculate the tax income or loss from your investment and pay it on your behalf at your prescribed investor rate (PIR). Find out more about how PIRs apply here.
More about fund management.
Next steps.
Apply to invest in Westpac Active Series
Download the Product Disclosure Statement and complete the application form, or speak to your custodial service provider.
Talk to an expert
Contact a Westpac Financial Adviser to discuss your investment needs.
If calling from overseas: +64 9 375 9981 (international toll charges apply).
Investor document centre.
Things you should know.
1 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.
2 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 scheme provider and Westpac New Zealand Limited is a distributor, of the Westpac Active Series.
The information above is subject to changes in government policy and law, and changes to the Westpac KiwiSaver Scheme, from time to time.
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.