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BT Investment Funds

Whether you’re saving for a home, need regular income or want to grow your wealth over the long term, the BT Investment Funds are an easy way to get the investment expertise you need.

Quick links

• Funds available, listed by asset class
  
• Product detail - fees, minimums and services

Features

• Choice
  The BT Investment Funds offer you 43 investment options covering all the major asset classes. You can choose from funds that invest in Australia and overseas. And from funds managed by BT and some of the world’s leading investment managers.
• Convenience
  The BT Investment Funds make it easy to invest:
  • You can invest, switch, withdraw and monitor your money by logging into the investor section (opens in a new window) of this site. Take a site tour (opens in a new window) to learn about our online services.
  • An annual tax statement makes tax time easier.
  • You can talk to one of our Customer Relations Consultants if you have questions.
• Minimum Investment
  You can get started with either a one off investment of $5,000 or an initial contribution of $2,000 with a Regular Investment Plan.
  

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.

Prices and performance

Check the performance of investment options. Performance is made up of distributions that may be paid and any changes in the unit price over time.

BT’s investment capabilities

At BT, our investors have access to a diverse range of investment choices, including funds managed by our own team and funds managed through strategic alliances with global investment managers.

We believe BT’s “best of breed” approach, utilising both internal and external investment capabilities, is a key feature in distinguishing us from other managers and gives our investors direct access to local and global investment expertise.

More on BT’s investment management capabilities

Ready to apply

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