BT Elect Portfolio - Investment strategies

BT Elect Portfolio provides you with access to BT Portfolio Management’s professional portfolio management expertise. Model portfolios are formulated from expert research by our team of analysts and portfolio managers. BT Portfolio Management’s professional portfolio managers make decisions on which securities to buy and hold on your behalf on an ongoing basis.

When investing in BT Elect you retain the key benefits of a professionally managed portfolio, while maintaining beneficial ownership of the securities in your portfolio in the same way as if you had purchased the securities directly. Investors also receive wholesale rates of brokerage not available to individual investors.

Different investment strategies

BT Elect Portfolio offers a range of different investment strategies – also known as model portfolios - designed to match different investor objectives and risk/return profiles. You and your adviser can make a choice of one or more model portfolios and BT’s Portfolio Managers then create your own portfolio which reflects the particular model portfolio(s) you have selected. The model portfolios are actively managed with the fund manager making changes to the composition and weightings of stocks as their view of the market changes.

The model portfolio manager may make changes to securities held in your portfolio for a number of reasons. Some of these include our views on these securities, market movements and the overall composition of the model portfolios. The model portfolios will be monitored daily and subjected to a weekly review.