BT Private Portfolio - Investment strategies

Highly individualised service

BT Private Portfolio provides you with the opportunity to access BT Financial Group's professional portfolio management expertise. The service gives you direct access to your own BT Private Portfolio manager who purchases and manages a diversified portfolio of direct securities and wholesale managed funds on your behalf.

Your portfolio of investments is purchased specifically for you, allowing more flexibility than a managed fund, and can take into account your tax position.

Create an integrated and diversified portfolio

BT Private Portfolio allows your investments to be tailored to suit your individual objectives by making available investments covering a range of risk/return preferences and investment styles.

Access to expert investment professionals

Investing with BT Private Portfolio is an integrated process allowing you to tap into the recognised capability of the BT Portfolio Management team. We draw on the research provided by BT’s large team of equity and property analysts to construct Australian shares and listed property trusts portfolios. Stocks are selected based on their long term worth and then combined using risk management techniques that help to produce performance at a level of risk considered appropriate.

Private portfolio blueprints

BT Private Portfolio's investment process produces five portfolio blueprints, offering you a choice of one of four distinct Australian share portfolios and one Australian listed property portfolio. With the help of your financial adviser you can select one or more of these portfolios which may form the core of your investment portfolio.

Your BT Private Portfolio Manager may also select additional securities or choose not to hold particular securities in the 'blueprint' tailored to any preferences you may have.

Managed funds

For other asset classes - international shares, domestic and global fixed interest, global property, alternative assets and cash - we generally invest your portfolio in BT and alliance partner wholesale managed funds.