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Westpac Balanced Fund

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Sub Type Balanced
Report Date 2026-03-31
Total Assets $2,289,200,000
Total Cost Ratio 0.50%
Growth Assets 60.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -2.9%
1 year 9.5%
3 years 9.1%
5 years 4.6%
10 years 6.4%

Westpac Cash Fund

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Sub Type Cash
Report Date 2026-03-31
Total Assets $709,700,000
Total Cost Ratio 0.25%
Growth Assets N/A
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months 0.7%
1 year 3.4%
3 years 5.0%
5 years 3.7%
10 years 2.8%

Westpac Conservative Fund

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Sub Type Moderate
Report Date 2026-03-31
Total Assets $3,160,200,000
Total Cost Ratio 0.40%
Growth Assets 25.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -1.5%
1 year 5.7%
3 years 6.2%
5 years 3.0%
10 years 4.0%

Westpac Default Balanced

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Sub Type Balanced
Report Date 2026-03-31
Total Assets $999,000,000
Total Cost Ratio 0.40%
Growth Assets 50.00%
Sustainability Rating Below 4 globe
Default Option Yes
Replicated Option No
Period Return
3 months -2.5%
1 year 8.7%
3 years 8.5%
5 years N/A
10 years N/A

Westpac Defensive Conservative

Kiwisaver • Personal • Visit website
Sub Type Conservative
Report Date 2026-03-31
Total Assets $257,000,000
Total Cost Ratio 0.40%
Growth Assets 20.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -1.2%
1 year 5.2%
3 years 5.9%
5 years 2.9%
10 years 3.8%

Westpac Growth Fund

Kiwisaver • Personal • Visit website
Sub Type Growth
Report Date 2026-03-31
Total Assets $3,357,900,000
Total Cost Ratio 0.55%
Growth Assets 80.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -3.7%
1 year 11.6%
3 years 10.5%
5 years 5.6%
10 years 7.6%

Westpac High Growth Fund

Kiwisaver • Personal • Visit website
Sub Type Aggressive
Report Date 2026-03-31
Total Assets $934,200,000
Total Cost Ratio 0.70%
Growth Assets 99.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -4.4%
1 year 14.0%
3 years N/A
5 years N/A
10 years N/A

Westpac Moderate

Kiwisaver • Personal • Visit website
Sub Type Moderate
Report Date 2026-03-31
Total Assets $936,800,000
Total Cost Ratio 0.40%
Growth Assets 40.00%
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -2.1%
1 year 7.3%
3 years 7.5%
5 years 3.7%
10 years 5.0%