Westpac Active Conservative Trust

22367

Westpac Active Conservative Trust 22367 Strategy

Invests in a diversified range of assets including New Zealand and international cash, fixed interest securities and shares. Asset allocation benchmarks: Listed Property 5%, Cash 30%, NZ Equities10%, International Equities 10%, International Fixed Interest 15%, NZ Fixed Interest 30%, Alternative Investments 0%.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Listed Investment Companies monthly performance: September 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

KiwiSaver Survey | September Quarter 2025

KiwiSaver rises to almost NZD 135 billion.
funds

Listed Investment Companies monthly performance: August 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

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CAC 407,951.8412.93-0.16%
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S&P/ASX 2008,769.7040.80-0.46%
SSE Composite Index3,997.5610.20-0.25%

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