Managed funds

A managed fund allows you to pool your money with other investors. This gives you extra buying power and the benefits of having a specialist fund manager invest the money for you. For many investors, managed funds are the simplest and easiest way to achieve their financial goals.

Whether you’re saving for a home, need regular income or want to grow your wealth over the long term, BT offers a wide range of managed funds across all asset classes, and different investment managers, to suit a range of needs.

Our range of managed funds

Managed funds arranged by you or your adviser;

  • BT Investment Funds
    The BT Investment Funds offer access to 43 investment options covering all asset classes and risk profiles. You can invest in funds managed by BT and by other well regarded international investment managers.
  • BT Premium Cash Fund
    If you have $5,000 or more to invest and need a low risk investment that aims to pay a highly competitive cash rate of return, the BT Premium Cash Fund could be for you.

Available via Westpac Financial Planning;

  • BT Investor Choice Funds
     BT Investor Choice Funds offer access to 24 investment options including Australian and international equities, cash and socially responsible investments.

Not available to new investors;

You can also access our range of managed funds through Wrap platforms such as BT Wrap and BT Wrap Essentials. Investments administered through a Wrap platform are generally only available via registered financial advisers.

Are you a wholesale investor?

BT Wholesale managed funds offer lower fees to those who can invest a minimum $50,000.

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.

Excuses, excuses!

There is always a ‘good’ reason for not investing, but starting sooner rather than later is one of the best investment decisions you can make.