Fund performance
Fund Fact Sheets
Westpac and BT Financial Group have teamed up to provide a wide range of investment superannuation and retirement fund options.
To download a fact sheet, first select the fund type (Flexible Income, Lifetime Super Service etc) from the links below, then select the Westpac Investment Fund.
Flexible Income Plan
Lifetime Super Service
Personal Superannuation - Bond
Personal Superannuation - Fund
Personal Super Investment Plan
Simple Super
Variable Income Plan
| Fund Type | Westpac Investment Fund Name | Fund Fact Sheet |
| Flexible Income Plan | Australian Property Securities (NCF) Australian Property Securities Australian Shares (NCF) Australian Shares Balanced Growth (NCF) Balanced Growth Conservative Growth (NCF) Conservative Growth Dynamic Growth (NCF) Dynamic Growth Guaranteed Money Market (NCF) Guaranteed Money Market International Shares (NCF) International Shares Moderate Growth (NCF) Moderate Growth | (PDF38 kb) (PDF 38 kb) (PDF 40 kb) (PDF 40 kb) (PDF 38 kb) (PDF 38 kb) (PDF 38 kb) (PDF 38 kb) (PDF 38 kb) (PDF 38 kb) (PDF 33 kb) (PDF 33 kb) (PDF 39 kb) (PDF 39 kb) (PDF 38 kb) (PDF38 kb) |
| Fund Type | Westpac Investment Fund Name | Fund Fact Sheet |
| Lifetime Super Service | Australian Property Securities Australian Share (NEF) Australian Share Fund Balanced Growth (NEF) Balanced Growth Cash Plus Conservative Growth (NEF) Conservative Growth Dynamic Growth (NEF) Dynamic Growth Fund International Share (NEF) International Share Fund Moderate Growth (NEF) Moderate Growth Money Market (NEF) Money Market Property Securities Fund | (PDF 39 kb) (PDF 40 kb) (PDF 40 kb) (PDF 38 kb) (PDF 57 kb) (PDF 33 kb) (PDF 39 kb) (PDF 39 kb) (PDF 38 kb) (PDF 38 kb) (PDF 39 kb) (PDF 39 kb) (PDF 39 kb) (PDF 39 kb) (PDF 34 kb) (PDF 35 kb) (PDF 38 kb) |
| Fund Type | Westpac Investment Fund Name | Fund Fact Sheet |
| Personal Superannuation - Bond | Capital Stable Cash Based Growth Plus Managed Growth Perform Protected | (PDF 36 kb) (PDF 35 kb) (PDF 38 kb) (PDF 38 kb) (PDF 33 kb) |
| Fund Type | Westpac Investment Fund Name | Fund Fact Sheet |
| Personal Superannuation - Fund | Balanced Growth Dynamic Growth Income Accumulation Perform Protected | (PDF 38 kb) (PDF 38 kb) (PDF 37 kb) (PDF 33 kb) |
| Fund Type | Westpac Investment Fund Name | Fund Fact Sheet |
| Personal Super Investment Plan | Cash Based Growth Plus Managed Growth Managed Stable | (PDF 34 kb) (PDF 38 kb) (PDF 38 kb) (PDF 38 kb) |
| Fund Type | Westpac Investment Fund Name | Fund Fact Sheet |
| Simple Super | Bank Deposit Managed Investment | (PDF 33 kb) (PDF 36 kb) |
| Fund Type | Westpac Investment Fund Name | Fund Fact Sheet |
| Variable Income Plan | Balanced growth Conservative Growth Guaranteed Money Market Moderate Growth | (PDF 38 kb) (PDF 38 kb) (PDF 33 kb) (PDF 38 kb) |