Multi-manager and Partner funds
Multi-manager funds combine investment managers with complementary styles across different asset classes. This increased level of diversification reduces ‘style bias’, an outcome of relying too heavily on a single fund manager, and minimises different types of risk in your portfolio.
BT's Multi-manager funds
BT Wholesale Partner Funds
The BT Wholesale Partner Funds make it easy to choose a mix of complementary investment managers. Each of the six funds specialise in either the growth, value or core styles. And each investment manager has been subjected to a rigorous selection process by our Investment Solutions team to make sure they are among the best in the world for their particular investment style.
But the selection process doesn’t stop when an investment manager is appointed. Each investment manager is constantly monitored and regularly reviewed. These investment managers may be replaced at any time as a result of this process. Importantly, if a manager is replaced, it will have minimal capital gains tax implications and won’t affect the balance of investment styles within your portfolio.
You and your financial planner can tailor-make a portfolio that is right for you by using a combination of the six share funds. There are three international funds (value, core and growth) and three Australian shares funds (value, core and growth). These funds complement the range of Australian and international share funds offered by BT.
Investment options
Fees
There are no fees for contributions or withdrawals however there are fees for the management of the Fund. The Product Disclosure Statement (PDS) contains detailed information on these fees.
Multimanager news updates
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An investment in any BT Multi-Manager Fund 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 of any BT Multi-Manager Fund.
Regular investment updates
Felix Stephen, Manager Strategy & Research for Advance Investment Solutions provides a regular audio update on the expected performance of various asset classes and the impact any changes may have on the markets.
Multi-manager funds
Meet the names behind our multi-manager funds
We’ve partnered with some of the smartest names in funds management – a collection of hand-picked boutique and specialist managers.
