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Westpac Active Series
Conservative Trust
Fund Update for the quarter
ended:What are the risks of investing?
Risk indicator for the Conservative Trust.230 June 2017
This fund update was first made
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What is conservative trust?
A conservative trust is a legal entity established to hold and manage assets on behalf of beneficiaries in a cautious and risk-averse manner.
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Individuals or entities who have established a conservative trust are required to file the necessary paperwork with the appropriate authorities.
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To fill out a conservative trust, one must provide detailed information about the assets held in the trust, the beneficiaries, and the trust's objectives.
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The purpose of a conservative trust is to protect and preserve the assets held in the trust for the benefit of the designated beneficiaries.
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Information such as the names of beneficiaries, details of assets held in the trust, and the trust's financial activities must be reported on a conservative trust.
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