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BT Investment Funds

Fund Category UnCategorised
Minimum Initial Investment $5,000
Expected Close Date Ongoing


BT Investment Funds allows investors to access 43 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.

Key Benefits:

  • Investment Choice: Choose from over 40 investment options from different investment managers and across different asset classes.
  • Flexibility: 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.

How the Investment Options work

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
BT Investment Options 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.

Are you an existing BT customer?

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.

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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.

Disclaimers and other important information


Investments

Australian shares
International shares
Property
Fixed income
Cash

 

Investment products

Managed Funds
Managed Accounts
Superannuation Funds
Wrap Accounts
Insurance Bonds

Strategies

St George Margin Lending
BT Margin Lending
Investment Bond
Sophisticated Investor Opportunities
Self Managed Super Funds

Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
Superannuation
Separately managed accounts
Wrap accounts

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