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| Rebate Offer |
4.0% (100%) |
| Minimum Initial Investment |
$5,000 |
| Expected Close Date |
Ongoing |
| Description |
BT Investment Funds gives you the advantage of choosing from over 40 investment options. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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BT Investment Funds allows investors to access 40 different single-manager and multi-manager investment options across the full spectrum of asset classes. The BT Investment Fund also offers investors the flexibility of easy switching between funds and the transparency to easily track there investments by logging in on BT’s investor website. The minimum initial investment amount is $5,000, or $2,000 with a regular investment plan.
2020 DIRECTINVEST offers 100% entry fee rebate for all investments in BT funds. If you have an existing account you can transfer to 2020 and save with a simple one page Fund Broker Nomination Form.
Advantages of investing in the BT Investment Fund:
- Investment Choice: Investors can choose from over 40 investment options. This means that investors can effectively diversify their portfolio by selecting from a wide range of funds from different investment managers and across different asset classes.
- Flexibility: Investment needs and strategies may change from time to time, so it is important that your investment offers are flexible to. The BT investment Funds give you the ability to quickly change your investment strategy by switching between different funds online.
- Online Access: Investors can check there balance and switch between investment options at any time by going online or calling an automated telephone service.
- Distribution Reinvestment: Manage your investment situation according to your needs with distribution reinvestment, a Regular Investment Plan and Flexi Payment Plan.
How the Investment Options work?
BT gives you access to a wide range of investment options across all the major asset classes, managed both by BT and a variety of other investment managers. These other investment managers are carefully selected by BT Fund’s dedicated Investment Solutions team.
There are three different ways for investors to access the underlying investment options - through the BT Investment Options, the BT Partner Investment Options or the Multi-manager Investment Options.
BT Funds - Investment Options
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BT Investment Options
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Funds where the investment management team of BT manages asset classes which they believe are the best in the market. |
| BT Partner Investment Options |
Makes it easy to diversify across investment styles. There are six different options managed by the investor managers carefully selected by BT. |
| Multi-manager Investment Options |
Allows investors to select a single Investment Option from three levels: asset classes, Australian fixed interest and investment managers and their styles. |
About BT Investment Funds
BT Financial Group has been helping Australians create and manage their wealth since 1969. BT’s core business is providing investment, superannuation and retirement income products, financial advice and insurance options. BT is the investment management arm of the Westpac Group. Westpac has been delivering banking and other financial services to Australians since 1817.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4% entry fee on investments in the BT Investment Funds as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.60% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) |
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