Diversified funds investments

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Our diversified funds are ideal for investors seeking to spread their money across a variety of asset classes in order to generate solid long term returns, while managing sharemarket volatility and providing some income. We place significant importance on determining the optimal long term strategic asset allocation and on disciplined rebalancing.

Financial Services Guide
BT Investment Management (RE) Limited
 Download FSG (PDF 100KB)

Fund APIR code Management style Information
BT Institutional Conservative Growth Tax Exempt Fund BTA0106AU Active
BT Wholesale Active Balanced Fund RFA0815AU Active
BT Wholesale Balanced Returns Fund BTA0806AU Active
BT Wholesale Conservative Outlook Fund BTA0805AU Active
BT Wholesale Future Goals Fund BTA0125AU Active
BT Wholesale Split Growth Fund BTA0126AU Active
BT Wholesale Tax Effective Income Fund RFA0102AU Active