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Investor Education > Managed Funds > BT Financial Group

 

BT FINANCIAL GROUP

BT logoBT Financial Group (BT) has been a wealth management provider for Australians since 1969, with core services in investment, superannuation and retirement income products and insurance options. BT provides a diverse range of investment choices, including funds managed by BT’s own team and through alliances with global investment managers. As at September 2007, BT managed and administered over $85 billion in funds. The company operates throughout Australia and New Zealand.

 

BT has received numerous awards and industry recognition for their fund performance, product range and customer service including the following accolades in Money Magazine’s Best of the Best Awards for 2008:

  • Gold Winner - Best Cash Management Trust – BT Premium Cash Fund (3rd consecutive year)
  • Gold Winner - Best Australian Share Funds – BT Australian Share Fund (2nd consecutive year)
  • Silver Winner - Best Smaller Companies Funds

 

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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