BT Wholesale Funds
Our wholesale funds are designed to be included as investment options on the menus of master trusts and wrap accounts with a minimum investment of $50,000.
Before you can take advantage of our wholesale funds, you first need to consult a qualified and experienced financial adviser. They'll help you choose a master trust or wrap account to invest with. Learn more about financial advice.
To make things easier, our wholesale funds are divided into two categories:
- BT Wholesale Funds: wholesale general investments
- BT Pooled Superannuation Trusts (PSTs): wholesale superannuation investments (opens in a new window)
Selecting your managed fund
When selecting your funds make sure they match your investment needs. Good financial planning means having an idea how long you plan to invest for, what your financial goals are and what your risk profile is. If you already know where you’re placed, have a look at the options in the risk categories you prefer.
What do wholesale funds offer?
Our wholesale funds offer a comprehensive range of diversified and specialist funds covering major markets, including:
- ethical funds that invest in socially- and environmentally-responsible companies
- multi-manager funds that offer greater levels of diversification
- partner funds that offer access to several of the world's leading investment managers
- alternative investments such as an international fund of hedge funds.
Please note: investment minimums may vary depending on the master trust or wrap account.
An investment in any of the BT Wholesale Funds is not an investment in, deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (the Bank) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment of principal and capital invested. The Bank is not the issuer of the fund. Neither the Bank nor any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance in any of the BT Wholesale Funds.
Did you know?
You are more likely to achieve your investment goals if you set a realistic and achievable time frame in which to get there.
It’s never too early to start investing money. In fact the earlier you start investing, the more time you have in the market to increase your chances of higher returns on your investments.
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