Investment options

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There are all sorts of factors that affect your investment choices – your age, investment experience, existing investments, attitude to risk and investment goal are just a few. The 43 investment options in the BT Investment Funds are designed to help you create a portfolio that meets your exact needs.

So before you make your investment decision, think about the kind of investor you are and what kind of risk you like to take.

If you’re not sure, have a look at your risk profile as it might help you sift through those choices. 

Once you know what type of investor you are its easy to find a lot of useful information about the different funds.

The information

  • Factsheets
    Factsheets give you a concise view of where the fund invests and who manages your money
  • Unit prices
    Unit prices give you the latest unit prices and historical unit price information and allow you to chart how unit prices have moved over time.
  • Performance
    Performance gives you performance information over both the short and long-term.

The Product Disclosure Statement (PDF 700KB) contains all the details on the product rules, fees, costs and features.


Diversified funds

Risk & timeframe Fund name Information Prices & performance
Dynamic
5+ years
BT Future Goals Fund BTA0044AU
Dynamic
5+ years
BT Multi-manager Growth Fund # BTA0080AU
Aggressive
5+ years
BT Multi-manager High Growth Fund # § BTA0079AU
Moderate
5+ years
BT Active Balanced Fund RFA0020AU
Moderate
5+ years
BT Tax Effective Income Fund RFA0034AU
Moderate
5+ years
BT Multi-manager Balanced Fund # BTA0077AU
Moderate
3+ years
Barclays Diversified Growth WFS0089AU
Moderate
3+ years
Schroders Balanced WFS0094AU
Conservative
3+ years
BT Income Plus Fund BTA0042AU
Conservative
3+ years
BT Multi-manager Conservative Fund # BTA0078AU
Conservative
3+ years
UBS Defensive Investment WFS0097AU

# See the Multi-manager calculator
§ Formerly known as Multi-manager Diversified Share Fund - Change of fund name notice ( 57KB)

Diversified share funds

Risk & timeframe Fund name Information Prices & performance
Aggressive
5+ years
BT Diversified Share Fund RFA0033AU

International share funds

Risk & timeframe Fund name Information Prices & performance
Aggressive
5+ years
BT International Fund BTA0024AU
Aggressive
5+ years
BT Core Hedged Global Share Fund RFA0030AU
Aggressive
5+ years
BT American Share Fund BTA0023AU
Aggressive
5+ years
BT Asian Share Fund BTA0026AU
Aggressive
5+ years
BT European Share Fund BTA0025AU
Aggressive
5+ years
BT Japanese Share Fund BTA0131AU
Aggressive
5+ years
BT Technology Fund* BTA0127AU
Aggressive
5+ years
BT Partner International Shares Core 1 BTA0249AU
Aggressive
5+ years
BT Partner International Shares Growth 1 BTA0075AU
Aggressive
5+ years
BT Partner International Shares Value 1 BTA0076AU
Aggressive
5+ years
Credit Suisse International Share WFS0090AU
Aggressive
5+ years
Intech High Opportunity WFS0390AU
Aggressive
5+ years
Platinum International WFS0092AU
Aggressive
5+ years
UBS International Share WFS0099AU

* Previously known as the BT TIME Fund.

Australian share funds

Risk & timeframe Fund name Information Prices & performance
Dynamic
5+ years
BT Australian Share Fund BTA0021AU
Dynamic
5+ years
BT Imputation Fund RFA0019AU
Aggressive
7+ years
BT Geared Imputation Fund RFA0062AU
Aggressive
5+ years
BT Smaller Companies Fund RFA0012AU
Dynamic
5+ years
BT Partner Australian Shares Core 1 BTA0072AU
Dynamic
5+ years
BT Partner Australian Shares Growth 1 * BTA0073AU
Dynamic
5+ years
BT Partner Australian Shares Value 1 BTA0074AU
Dynamic
5+ years
Investors Mutual Australia Share WFS0091AU
Dynamic
5+ years
Schroder Australia Share WFS0093AU
Dynamic
5+ years
UBS Australian Share WFS0096AU

Property funds

Risk & timeframe Fund name Information Prices & performance
Moderate
5+ years
BT Property Securities Fund BTA0051AU
Dynamic
5+ years
BT Global Property WFS0387AU
Moderate
3+ years
APN Property for Income WFS0088AU

Fixed interest funds

Risk & timeframe Fund name Information Prices & performance
Conservative
3+ years
BT Fixed Interest Fund RFA0002AU
Moderate
2+ years
Schroders Hybrid Securities WFS0095AU
Conservative
3+ years
UBS Diversified Fixed Income WFS0098AU

Cash funds

Risk & timeframe Fund name Information Prices & performance
Stable BT Cash Management Trust BTA0002AU

Ready to apply

Having considered the Product Disclosure Statement, there are a number of ways for you to apply for BT Investment Funds.