Investment options
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.
