Investment options - BT Classic Investment Funds

This product is closed to new investors. New investors see BT Investment Funds. An existing investor can still invest funds in the BT Classic Investment Funds options that they already hold.

Investment options

The investment options are ordered by risk (highest first) both by asset class and fund.


Diversified funds

Risk & timeframe Fund name Information Prices & performance
Moderate
5+ years		 BT Active Balanced Fund - NEF RFA0021AU
Moderate to high
5+ years		 BT Asset Selection Fund BTA0169AU
Moderate
5+ years		 BT Balanced Returns Fund BTA0043AU
Moderate
5+ years		 BT Tax Effective Income Fund - NEF RFA0023AU
Conservative
3+ years		 BT Split Income Fund BTA0011AU
Conservative
3+ years		 BT Monthly Income Fund BTA0041AU

Diversified share funds

Risk & timeframe Fund name Information Prices & performance
Aggressive
5+ years		 BT Diversified Share Fund - NEF RFA0024AU
Aggressive
5+ years		 BT Split Growth Fund BTA0012AU

International share funds

Risk & timeframe Fund name Information Prices & performance
High
5+ years		 BT International Share Fund BTA0170AU

Australian share funds

Risk & timeframe Fund name Information Prices & performance
Dynamic
5+ years		 BT Core Australian Share Fund RFA0011AU
High
5+ years		 BT Select Australian Share Fund BTA0171AU
Dynamic
5+ years		 BT Ethical Share Fund RFA0027AU
Dynamic
5+ years		 BT Natural Resources Fund RFA0013AU

Fixed interest funds

Risk & timeframe Fund name Information Prices & performance
Conservative
3+ years		 BT Australasian Bond Fund BTA0003AU
Conservative
3+ years		 BT Global Bond Fund BTA0001AU
Note for Private Investment Funds investors

The BT Financial Group moved the following three investment options into the Classic Investment PDS on the 6 September 2006.

  • BT Asset Selection Fund
  • BT Select Australian Share Fund
  • BT International Share Fund
Definition of 'existing investor'

Each fund offered in the BT Classic Investment Funds PDS is available exclusively to existing investors in that fund, for so long as they continuously maintain an investment in the fund.

  • An 'existing investor' means a person who was an investor in one or more of the funds offered in the BT Classic Investment Funds PDS on 26 October 2003.