Westpac Active Growth Trust

22651

Westpac Active Growth Trust 22651 Strategy

Invests in a diversified range of assets including New Zealand and international cash, fixed interest securities and shares. Asset allocation benchmarks: Cash 5%, Alternative Investments 5%, International Fixed Interest 6.5%, Listed Property 10%, NZ Fixed Interest 11%, International Equities 37.5%, and NZ Equities 25%.
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

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Listed Investment Companies monthly performance: June 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).
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Listed Investment Companies monthly performance: May 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).
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Private credit and its role for investors

A spotlight on the evolving asset class.

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