INVESTMENT CHOICE

Your Investment Choices - Super

As a Westscheme member, you can choose from seven investment options (eight if you are a pension member).  You can select a single investment option or a combination of options. 

Following is a list of your options and their net investment performance over 1 and 5 years.

Figures quoted as at 30 June 2008


 1 Year Annualised Average
Trustee's Selection -7.42% 10.99% (5 year rolling average)
Screened Investment -7.59% 10.38%
(5 year rolling average)
Cash 3.88% 4.48% (5 year rolling average)
Australian Shares -10.64% 16.70%
(5 year rolling average)
Overseas Shares -17.64% 4.14%
(5 year rolling average)
Bonds 3.45% 3.70%
(5 year rolling average)
Target Return -0.89% 12.20%
(5 year rolling average)

Please note:  Past performance is not an indication of future performance.

When you join Westscheme, if you do not make an investment choice, your money is invested in the Trustee’s Selection. This is an investment strategy that aims to achieve returns of 3% above inflation over rolling five-year periods.  It is an option designed to suit most of our members.  You can change the option in which your superannuation is invested. We recommend you seek financial advice when making investment decisions.

Want to make an investment choice?  Read more from our Member Handbook/Product Disclosure Statement.

To change your superannuation investment options, fill out and return the Application to Choose Investment Options form to Westscheme. This form can be found at the back of the Member Handbook/Product Disclosure Statement.

Alternatively, members can change their investment options online by accessing their account.

Important Note:

please be aware - Westscheme's process for switching investment options does not accommodate immediate or quick changes.

Looking for the investment options and net investment performance for Pensions? Click here.