Managed portfolios

Managed portfolio options are a portfolio of assets made up from managed funds, shares (which may include exchange traded funds) or cash. They are monitored by an appointed investment adviser to ensure the right investments in the right proportions are in place.

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BT Invest gives you a choice of professionally managed investments via BT Managed Portfolios, across diversified (risk-based) and sector (shares-based) options.

Diversified portfolios

Advance Conservative Portfolio

This portfolio may suit you if you prefer predominantly income and some growth returns with a low probability of loss over the short term.

Download the Advance Conservative Portfolio factsheet (PDF 109 KB).

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Advance Moderate Portfolio

This portfolio may suit you if you prefer a combination of predominantly income and stable growth returns.

Download the Advance Moderate Portfolio factsheet (PDF 110 KB).

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Advance Balanced Portfolio

This portfolio may suit you if you prefer predominantly moderate growth and some income returns.
Download the Advance Balanced Portfolio factsheet (PDF 110 KB).

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Advance Growth Portfolio

This portfolio may suit you if you prefer predominantly moderate to high growth and some income returns.

Download the Advance Growth Portfolio factsheet (PDF 109 KB).

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Advance High Growth Portfolio

This portfolio may suit you if you prefer predominantly high growth returns.

Download the Advance High Growth Portfolio factsheet (PDF 108 KB).

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Sector portfolios

Shares (growth focus)

This portfolio may suit you if you seek a long-term investment focused on achieving growth, with less focus on generating excess income.
Download the DNR portfolio factsheet (PDF 143 KB).

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Shares (income focus)

This portfolio may suit you if you seek a tax effective income stream by investing in companies providing dividend growth.
Download the Antares Dividend Builder Portfolio factsheet (PDF 135 KB).

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Shares (growth focus)

This portfolio may suit you if you seek a broad based, active Australian share portfolio utilising a fundamental company research approach where outperformance is driven primarily by share selection.
Download the BT Aus Shares portfolio factsheet (PDF 141 KB).

Shares (growth focus)

This portfolio may suit you if you seek a long term investment strategy focused on capital growth with some income via dividends and franking credits and have a high tolerance to risk.
Download the BT S&P/ASX20 Shares portfolio factsheet (PDF 125 KB).

Shares (growth focus)

This portfolio may suit you if you seek an actively managed portfolio of Australian shares which takes into account environmental, social and governance (ESG) considerations.
Download the Pendal Sustainable Future Australian Shares portfolio factsheet (PDF 75 KB).

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View other investment choices

Go back to Build Your Own options

Listed securities, typically referred to as shares, can be part-investments in an individual business traded on the Australian Securities Exchange (ASX). Listed securities also include financial products which track the performance of an index, such as Exchange Traded Funds (ETFs).

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Managed funds

Managed funds are professionally managed investment portfolios with specific investment aims (e.g. to follow or do better than the market) and investment mixes (e.g. shares, bonds, etc).

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Term deposits

A term deposit is a cash investment held at a financial institution (e.g. a bank) for an agreed interest rate over a fixed term, so the interest rate does not generally change for the nominated term.

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