Your Investment Choices - Pensions
As a Westscheme member, you can choose from eight investment options. You can select a single investment option or a combination of options.
The following table 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 (Since inception) | |
| Retirement Selection | -0.39% | 8.36% (01.07.2005) |
| Trustee's Selection | -8.09% | 12.10% (01.12.2001) |
| Screened Investment | -8.29% | 11.52% (01.07.2002) |
| Cash | 4.57% | 5.27% (01.12.2001) |
| Australian Shares | -11.65% | 17.49% (01.12.2001) |
| Overseas Shares | -19.64% | 4.63% (01.12.2001) |
| Bonds | 4.06% | 4.36% (01.07.2003) |
| Target Return | -0.74% | 13.74% (01.07.2003) |
When you purchase a Westscheme Pension , if your investment selections do not add up to 100%, the difference will be adjusted through Westscheme's Retirement Selection. You can change the options in which your superannuation is invested. We recommend you seek financial advice when making investment decisions.
Important Note:
please be aware - Westscheme's process for switching investment options does not accommodate immediate or quick changes.
Want to make an investment choice? Download our Product Disclosure Statement -
Westscheme Pension
Trustee: Westscheme Pty Ltd AFSL 232709 ABN 33 009 194 218 RSE Licence No: L0000581
Westscheme ABN: 68 559 391 482 SFN: 1353/119/43 RSE Registration No: R1000825