INVESTMENT CHOICE

Your Investment Choices - Pensions

As a Westscheme member, you can choose from seven 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.  Note: the Target Return investment option closed to new contributions on 30 June 2010.

Figures quoted as at 30 June 2010

1 Year Annualised Average
Retirement Selection 6.24% 3.75% 
(5 year rolling average)
Trustee's Selection 8.04% 2.35%
(5 year rolling average)
Screened Investment 9.10% 2.72%
(5 year rolling average)
Cash 3.80% 4.99%
(5 year rolling average)
Australian Shares 13.13% 5.84%
(5 year rolling average)
Overseas Shares 4.15% -5.14%
(5 year rolling average)
Bonds 7.82% 5.85%
(5 year rolling average)
Target Return
important information
6.00% 3.73%
(5 year rolling average)

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

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