Closed funds

These funds are now closed and no longer available to new investors.

Note: Please read the important information for New Zealand investors.

Advance Alternative Strategies Multi-Blend Fund

The Fund is an actively managed multi-manager portfolio of diversified growth alternative investments, seeking returns different from those available through long only equity and fixed interest investments.

What's the return objective?
The Fund aims to achieve returns of 4-5% pa (after fees and taxes) above its benchmark (Bloomberg AusBond Bank Bill IndexSM) over the medium to long term.

Closed to new investors. 

APIR code: ADV0159AU
Issuer: Advance Asset Management Ltd
ABN 98 002 538 329 
AFSL 240902

Advance Australian Equity Growth Fund

APIR code: ADV0079AU
Fund manager: Schroders 

Advance Australian Smaller Companies Fund

APIR code: ADV0076AU
Fund manager: Tribeca 

Advance Concentrated Australian Share Fund

APIR code: ADV0114AU
Fund manager: Alleron

Advance Global Property Fund

APIR code: ADV0135AU
Fund manager: Principal Global Investors (Australia) Limited

Advance International Shares Core Fund

APIR code: ADV0089AU
Fund manager: The Boston Company

Advance International Sharemarket Fund

APIR code: ADV0014AU
Fund manager: The Boston Company 

Advance Property Securities Fund

APIR code: ADV0101AU
Fund manager: BT Investment Management 

BT Balanced Deeming Fund

This Fund/Product has been terminated, effective June 16, 2016. Investors will be paid out in September 2016.

Closed to new investors. 

APIR code: BTA0052AU
Issuer: BT Funds Management Limited
ABN 63 002 916 458
AFSL 233724

BT Global Share Fund

Only available to existing investors in this product.

Closed to new investors. 

Issuer: BT Funds Management Limited
ABN 63 002 916 458
AFSL 233724

Issuer: BT Funds Management Limited 2
ABN 22 000 727 659
AFSL 233720

BT Wholesale Partner International Shares Growth

An actively managed fund investing in international shares excluding Australian shares, with most investments located in the United States, Europe and Japan. The Fund was terminated on 23 September 2016.

APIR code: BTA0244AU
Fund manager: Trilogy Global Advisers

BT Classic Investment Funds

Access a wide range of investment options across all of the major asset classes.
Monitor and manage your money online with BT Online or by phone with BT Link.

Closed to new investors. Only available for additional investments from existing investors.

Responsible Entities

Issuer: BT Funds Management Limited
ABN 63 002 916 458
AFSL 233724

Issuer: BT Funds Management No. 2 Limited
ABN 22 000 727 659
AFSL 233720

Investment options and annual reports

Diversified funds

Risk & timeframe Fund name Information
Moderate
5+ years
BT Active Balanced Fund - NEF RFA0021AU
Moderate to high
5+ years
BT Asset Selection Fund BTA0169AU
Moderate
5+ years
BT Balanced Returns Fund BTA0043AU
Moderate
5+ years
BT Tax Effective Income Fund - NEF RFA0023AU
Conservative
3+ years
BT Split Income Fund BTA0011AU
Conservative
3+ years
BT Monthly Income Fund BTA0041AU

Diversified share funds

Risk & timeframe Fund name Information
Aggressive
5+ years
BT Diversified Share Fund - NEF RFA0024AU

 

Aggressive
5+ years
BT Split Growth Fund BTA0012AU

International share funds

Risk & timeframe Fund name Information
High
5+ years
BT International Share Fund BTA0170AU

 

Australian share funds

Risk & timeframe Fund name Information
Dynamic
5+ years
BT Core Australian Share Fund RFA0011AU
High
5+ years
BT Select Australian Share Fund BTA0171AU

 

Dynamic
5+ years
BT Ethical Share Fund RFA0027AU
Dynamic
5+ years
BT Natural Resources Fund RFA0013AU

Fixed interest funds

Risk & timeframe Fund name Information
Conservative
3+ years
BT Australasian Bond Fund BTA0003AU
Conservative
3+ years
BT Global Bond Fund BTA0001AU
Note for Private Investment Funds investors

The BT Financial Group moved the following three investment options into the Classic Investment PDS on the 6 September 2006.

  • BT Asset Selection Fund
  • BT Select Australian Share Fund
  • BT International Share Fund
Definition of 'existing investor'

Each fund offered in the BT Classic Investment Funds PDS is available exclusively to existing investors in that fund, for so long as they continuously maintain an investment in the fund.

  • An 'existing investor' means a person who was an investor in one or more of the funds offered in the BT Classic Investment Funds PDS on 26 October 2003.

Find the support, product disclosure statements, and forms you need to grow and manage your BT investments.

For help changing contact details, establishing a regular investment plan, using Bpay, providing a TFN and much more. 

Prices and performance information for BT financial products - unit prices, distributions, management costs and fund performance.

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Depending on the kind of support you’re looking for, BT has a range of experts, from investment managers through to our team of financial advisers. We know that investing can seem daunting but sometimes all it takes is support you can trust to set you on a path to success.