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Product comparison

Product	Risk level	Historical returns (%pa)
		1yr	3yr	5yr	10yr	15yr
Mainly growth
Ideal for investors seeking to maximise their wealth with a heavy emphasis on growth assets. This is suitable for investors with relatively low-income requirements. A holding period of at least 5-7 years is recommended to take advantage of the growth opportunities of this portfolio.		15.10	18.91	11.39	11.32	11.49
Growth, some income
This portfolio provides some income but is mainly concerned with growing the asset base. It requires a patient investment strategy with a holding period of at least 5 years.		12.93	15.57	9.83	10.34	10.75
Balanced
A well-balanced portfolio with an equal mix of income and capital growth assets. A moderate risk portfolio with an expected holding period of at least 3 years.		11.28	13.31	9.14	9.61	10.15
Income, some growth
This portfolio provides a relatively low risk strategy for investors mainly seeking income but also with some growth exposure to increase the capital value of assets.		10.12	11.89	8.79	9.22	9.85
Mainly income
This portfolio provides a low risk alternative for investors seeking regular income.		8.82	9.62	7.71	7.99	8.55

A minimum fee of $16,500 per annum applies. The fees are charged on total funds under management, irrespective of where those funds are invested. The fees are as follows:

1.65% for the first $1 million
1.50% for the next $1 million
1.35% for the next $1 million
0.85% thereafter

A Westpac Financial Planner can assist you in determining the investment strategy that may be right for you.

General advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness. Consider our disclosure documents, which include Product Disclosure Statements (PDS) for some products. The PDS is relevant when deciding whether to acquire or hold a product. View our ABN & RSE Numbers for Superannuation entities.

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