Diversified funds

BT diversified funds are designed to let you invest across a range of asset classes based on market indices.

Advance Defensive Multi-Blend Fund

The Fund is an actively managed multi-manager portfolio of diversified investments. The Fund aims to invest in a diverse mix of assets with a majority in the defensive assets of cash and fixed interest and a modest investment in growth assets, such as shares.

What's the return objective?
The Fund aims to provide moderate to high total returns (before fees and taxes) over the medium term from a combination of capital growth and income through a diversified mix of growth and defensive assets. This fund is categorised as medium to high risk.

Minimum investment
The minimum initial investment is $5,000 or $1,000 if you’re investing in multiple Advance Investment Funds or $1,500 if you’re setting up a Regular Savings Plan. 

Open to new investors. 

APIR code: ADV0049AU
Issuer: Advance Asset Management Limited

Advance Moderate Multi-Blend Fund

The Fund is an actively managed multi-manager portfolio of diversified investments. The Fund aims to invest in a diverse mix of assets with an emphasis on income-producing assets.

What's the return objective?
The Fund aims to provide relatively stable total returns over the short to medium term, with some capital growth over the long term through a diversified mix of growth and defensive assets. This fund is categorised as medium risk.

Minimum investment
The minimum initial investment is $5,000 or $1,000 if you’re investing in multiple Advance Investment Funds or $1,500 if you’re setting up a Regular Savings Plan.

Open to new investors. 

APIR code: ADV 0091AU
Issuer: Advance Asset Management Limited 

Advance Balanced Multi-Blend Fund

The Fund is an actively managed multi-manager portfolio of diversified investments. The Fund aims to invest in a diverse mix of assets with both income-producing assets of cash and fixed interest, and growth assets including shares and property.

What's the return objective?
The Fund aims to provide moderate to high total returns (before fees and taxes) over the medium term from a combination of capital growth and income through a diversified mix of growth and defensive assets. This fund is categorised as medium to high risk.

Minimum investment
The minimum initial investment is $5,000 or $1,000 if you’re investing in multiple Advance Investment Funds or $1,500 if you’re setting up a Regular Savings Plan.

Open to new investors. 

APIR code: ADV0050AU
Issuer: Advance Asset Management Limited

Advance Growth Multi-Blend Fund

The Fund is an actively managed multi-manager portfolio of diversified investments. The Fund aims to invest in a diverse mix of assets with an emphasis on the growth oriented assets of Australian and international shares, and investment in the defensive assets of cash and fixed interest providing some income and stability of returns.

What's the return objective?
The Fund aims to provide moderate to high total returns (before fees and taxes) over the medium to long term largely through capital growth by investing in a mix of growth and defensive assets. This Fund is categorised as high risk.

Minimum investment
The minimum initial investment is $5,000 or $1,000 if you're investing in multiple Advance Investment Funds or $1,500 if you're setting up a Regular Savings Plan.

Open to new investors. 

APIR code: ADV0085AU
Issuer: Advance Asset Management Limited 

Advance High Growth Multi-Blend Fund

The Fund is an actively managed multi-manager portfolio of diversified investments. The Fund aims to invest primarily in Australian and international shares with some exposure to property.

What's the return objective?
The Fund aims to provide superior total returns (before fees and taxes) over the long term through capital growth by investing in growth assets. This Fund is categorised as very high risk.

Minimum investment
The minimum initial investment is $5,000 or $1,000 if you’re investing in multiple Advance Investment Funds or $1,500 if you’re setting up a Regular Savings Plan.

Open to new investors. 

APIR code: ADV0087AU
Issuer: Advance Asset Management Limited 

BT Index Defensive Fund

Seeks to provide investors with predominantly income and some growth returns, with a low probability of loss over the short term which tracks the overall return of a diversified portfolio of underlying investments.

Minimum investment
$500,000

APIR code: WFSO588AU
Issuer: Westpac Financial Services Limited

BT Index Moderate Fund

Seeks to provide investors with a combination of income and stable growth returns, which tracks the overall return of a diversified portfolio of underlying investments.

Minimum investment
$500,000

APIR code: WFSO589AU
Issuer: Westpac Financial Services Limited

BT Index Balanced Fund

Seeks to deliver predominantly moderate growth and some income returns, which tracks the overall return of a diversified portfolio of underlying investments.

Minimum investment
$500,000

APIR code: WFS0590AU
Issuer: Westpac Financial Services Limited

BT Index Growth Fund

Seeks to deliver predominantly moderate to high growth and some income returns, which tracks the overall return of a diversified portfolio of underlying investments.

Minimum investment
$500,000

APIR code: WFSO591AU
Issuer: Westpac Financial Services Limited

BT Index High Growth Fund

Seeks to deliver predominantly high growth returns, which tracks the overall return of a diversified portfolio of underlying investments.

Minimum investment
$500,000

APIR code: WFS0592AU
Issuer:  Westpac Financial Services Limited

BT Multi-manager Conservative Fund

An actively managed fund that invests mostly in the defensive assets of cash and fixed interest, with a modest investment in growth assets such as shares and property.

Minimum investment:
$500,000


APIR code: BTA0222AU
Fund manager: Advance Asset Management Limited

BT Multi-manager Balanced Fund

An actively managed fund featuring a diversified mix of mainly growth assets of shares and property and some defensive assets like cash and fixed interest.

Minimum investment:
$500,000

APIR code: BTA0221AU
Fund manager: Advance Asset Management Limited

BT Multi-manager Growth Fund

An actively managed fund with an emphasis on the growth oriented assets of Australian and international shares, with some defensive investments in cash and fixed interest.

Minimum investment:
$500,000

APIR code: BTA0223AU
Fund manager: Advance Asset Management Limited

BT Multi-manager High Growth Fund

An actively managed fund investing primarily in growth assets such as Australian and international shares, with some exposure to property.

Minimum investment:
$500,000


APIR code: BTA0246AU
Fund manager: Advance Asset Management Limited

1940's Lifestage Fund - A

A fund suitable for superannuation investors born in the 1940’s or earlier who may be ready to retire or are in retirement. Focusing on the preservation of capital, invested assets are managed to a glide path in which exposure to growth assets is adjusted according to investors’ age.

Minimum investment:
n/a

APIR code: BTA0452AU
Fund manager: Advance Asset Management Limited

1950's Lifestage Fund - A

A fund suitable for superannuation investors born in the 1950's or earlier who are considering transitioning to retirement in the next few years. Focusing on balancing exposure to growth assets and preserving investors’ capital value, invested assets are managed to a glide path in which exposure to growth assets is adjusted according to investors’ age.

Minimum investment:
n/a

APIR code: BTA0453AU
Fund manager: Advance Asset Management Limited

1960's Lifestage Fund - A

A fund suitable for superannuation investors born in the 1960's or earlier with a medium to long term investment horizon. Focusing on growth assets with some preservation of capital, invested assets are managed to a glide path in which exposure to growth assets is adjusted according to investors’ age.

Minimum investment:
n/a

APIR code: BTA0454AU
Fund manager: Advance Asset Management Limited

1970's Lifestage Fund - A

A fund suitable for superannuation investors born in the 1970's or earlier with a long term horizon. Focusing on growth assets with some capital preservation, invested assets are managed to a glide path in which exposure to growth assets is adjusted according to investors’ age.

Minimum investment:
n/a

APIR code: BTA0455AU
Fund manager: Advance Asset Management Limited

1980's Lifestage Fund - A

A fund suitable for superannuation investors born in the 1980's or earlier with a long term horizon. Focusing predominantly on growth assets, invested assets are managed to a glide path in which exposure to growth assets is adjusted according to investors’ age.

Minimum investment:
n/a

APIR code: BTA0456AU
Fund manager: Advance Asset Management Limited

1990's Lifestage Fund - A

A fund suitable for superannuation investors born in the 1990's or earlier with a long term horizon. Focusing predominantly on growth assets, invested assets are managed to a glide path in which exposure to growth assets is adjusted according to investors’ age.

Minimum investment:
n/a

APIR code: BTA0457AU
Fund manager: Advance Asset Management Limited

2000's Lifestage Fund - A

A fund suitable for superannuation investors born in the 2000's or earlier with a long term horizon. Focusing predominantly on growth assets, invested assets are managed to a glide path in which exposure to growth assets is adjusted according to investors’ age.

Minimum investment:
n/a

APIR code: BTA0458AU
Fund manager: Advance Asset Management Limited

BT Investment Funds

BT Investment Funds give you access to different investment choices, so you can create an investment that suits your needs. Your money will be managed by BT and some of the world’s leading investment managers.

What's the return objective?
To provide income with a low risk of capital loss over the short to medium term, with some capital growth over the long term. 

Minimum investment
Initial investment $5,000 or $2,000 with a Regular Investment Plan 

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
Dynamic
5+ years
BT Future Goals Fund BTA0044AU
Dynamic
5+ years
BT Multi-manager Growth Fund BTA0080AU
Aggressive
5+ years
BT Multi-manager High Growth Fund # § BTA0079AU
Moderate
5+ years
BT Active Balanced Fund RFA0020AU
Moderate
5+ years
BT Tax Effective Income Fund RFA0034AU
Moderate
5+ years
BT Multi-manager Balanced Fund BTA0077AU
Moderate
3+ years
BlackRock Scientific Diversified Growth ** WFS0089AU
Moderate
3+ years
Schroders Balanced WFS0094AU
Conservative
3+ years
BT Income Plus Fund BTA0042AU
Conservative
3+ years
BT Multi-manager Conservative Fund BTA0078AU
Conservative
3+ years
Perpetual Conservative Growth * WFS0097AU

* Formerly known as UBS Defensive Investment
** Formerly Barclays Diversified Growth 

§ Formerly known as Multi-manager Diversified Share Fund -Change of fund name notice

Diversified share funds

Risk & timeframe Fund name Information
Aggressive
5+ years
BT Diversified Share Fund RFA0033AU

 

BT Wholesale Future Goals Fund

An actively managed fund that invests in Australian and international shares, Australian and international shares, Australian and international property securities, Australian and fixed interest, cash and alternative investments, with a significant weighting towards growth assets.

Minimum investment:
$25,000

APIR code: BTA0125AU
Fund manager:  BT Investment Management

BT Wholesale Conservative Outlook Fund

An actively managed fund that invests in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments, with a significant weighting towards defensive assets.

Minimum investment:
$25,000

APIR code: BTA0805AU
Fund manager:  BT Investment Management

BT Wholesale Balanced Returns Fund

An actively managed fund that invests in Australian and international shares, Australian and international securities, Australian and international fixed interest, cash and alternative investments, with a higher weighting towards growth assets rather than defensive assets.

Minimum investment:
$25,000

APIR code: BTA0806AU
Fund manager:  BT Investment Management

BT Wholesale Active Balanced Fund

An actively managed fund that invests in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments, with a higher weighting towards growth assets than defensive assets.

Minimum investment:
$25,000

APIR code: RFA0815AU
Fund manager:  BT Investment Management

BT Wholesale Monthly Income Plus Fund

An actively managed fund that invests in a number of income generating strategies across a range of asset classes.

Minimum investment:
$25,000

APIR code: BTA0318AU
Fund manager:  BT Investment Management

BT Investor Choice Funds

BT Investor Choice Funds offer you a range of investment options covering various asset classes, diversified funds and socially responsible investments.

What's the return objective?
To provide a moderate level of capital growth over the recommended investment timeframe of three years or more, and a moderate level of income.

Minimum investment

A one-off $5,000 investment or an initial contribution of $2,000 on the Regular Investment Plan option with a monthly investment of $100 per fund.

Responsible Entity

Issuer: Westpac Financial Services Limited
ABN 20 000 241 127
AFSL 233716

Investment options and annual reports

Diversified funds

Risk & timeframe Fund name Information
Dynamic
5+ years
Westpac Dynamic Growth Fund WFS0034AU
Dynamic
5+ years
Westpac Dynamic Growth Fund - Nil Entry Fee WFS0335AU
Moderate
5+ years
Westpac Balanced Growth Fund WFS0033AU
Moderate
5+ years
Westpac Balanced Growth Fund - Nil Entry Fee WFS0334AU
Moderate
3+ years
Westpac Moderate Growth Fund WFS0032AU
Moderate
3+ years
Westpac Moderate Growth Fund - Nil Entry Fee WFS0333AU

 

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.

Since 1969, our business has been built on the expertise and innovation of our investment specialists. Today we help thousands of customers find the investment solutions that suit their personal needs, goals, life stage and tolerance for risk.

BT doesn’t offer a ‘one-size-fits-all’ investment approach. We understand that investors have differing goals and attitudes towards investing, so we make available a wide choice of investment options.

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.