Advance is a specialist asset management business within the Westpac Group. Their focus is on asset allocation and risk management, implemented through a multi-manager process, providing investment opportunities across a range of asset classes, including shares, property, fixed interest and cash.

Their investment process is tried and tested, and acknowledged by our peers as best practice.

  • Advance is Moneymagazine’s Best Fund Manager for 2012 & 2013.
  • Advance is the 2011 Financial Review Smart Investor Fund Manager of the Year.
  • Advance won ‘Multi-Manager of the Year’ at the 2009 Money Management Fund Manager of the Year awards, judged by research house Lonsec.

Product Options

Defensive Multi-Blend Fund

Snapshot

Diversified funds are designed for investors seeking a balanced portfolio of investments. The Moderate Multi-Blend Fund invests in a mix of growth and defensive assets, with an emphasis on secure income producing assets, therefore has a moderate risk level. The managers of the Multi-Blend Funds are selected for their own investment style and process. The Multi-Blend approach is based on the belief that the different styles of each manager when combined can produce a more consistent outcome for investors by minimising style and portfolio risk.

Features

  • Stable returns
  • Short to medium term investment
  • Capital growth over long-term

Moderate Multi-Blend Fund

Snapshot

Diversified funds are designed for investors seeking a balanced portfolio of investments. The Moderate Multi-Blend Fund invests in a mix of growth and defensive assets, with an emphasis on secure income producing assets, therefore has a moderate risk level. The managers of the Multi-Blend Funds are selected for their own investment style and process. The Multi-Blend approach is based on the belief that the different styles of each manager when combined can produce a more consistent outcome for investors by minimising style and portfolio risk.

Features

  • Stable returns
  • Short to medium term investment
  • Capital growth over long-term

Balanced Multi-Blend

Snapshot

Diversified funds are designed for investors seeking a balanced portfolio of investments. The Balanced Multi-Blend Fund invests in a mix of growth and defensive assets, therefore has the medium risk level. The managers of the Multi-Blend Funds are selected for their own investment style and process. The Multi-Blend approach is based on the belief that the different styles of each manager when combined can produce a more consistent outcome for investors by minimising style and portfolio risk.

Features

  • Moderate to high total returns
  • Combination of capital growth and income
  • Diversified mix of growth and defensive assets

Growth Multi-Blend Fund

Snapshot

Diversified funds are designed for investors seeking a balanced portfolio of investments. The Growth Multi-Blend Fund invests in a mix of growth and defensive assets, and therefore has a high-risk level. The managers of the Multi-Blend Funds are selected for their own investment style and process. The Multi-Blend approach is based on the belief that the different styles of each manager when combined can produce a more consistent outcome for investors by minimising style and portfolio risk.

Features

  • Moderate to high total returns
  • Medium to long-term investment
  • Capital growth (long-term)
  • Mix of growth and defensive assets

High Growth Multi-Blend Fund

Snapshot

Diversified funds are designed for investors seeking a balanced portfolio of investments. The High Growth Multi-Blend Fund invests exclusively in growth assets, therefore has a high-risk level. The managers of the Multi-Blend Funds are selected for their own investment style and process. The Multi-Blend approach is based on the belief that the different styles of each manager when combined can produce a more consistent outcome for investors by minimising style and portfolio risk.

Features

  • Superior total returns
  • Long-term investment
  • Capital growth
  • Growth assets