Single sector funds


BT’s single sector fund options allow you to increase your exposure to asset classes that suit your investment profile, such as Australian or international shares or fixed interest investments, property, or cash.

BT Premium Cash Fund

The BT Premium Cash Fund is for investors with an initial investment of $5,000 or more, or an initial investment of $2,000 with a Regular Investment Plan (minimum $100 a month), who need an investment that aims to pay a highly competitive cash rate of return.

What's the return objective?
The Fund aims to provide a return (before fees, costs and taxes) that exceeds the UBS Bank Bill Index.

Minimum investment
The minimum initial investment is $5,000, or $2,000 with a regular investment plan of $100 a month.

Open to new investors. 

APIR code: BTA0173AU
Issuer: West­pac Fi­nan­cial Ser­vices Lim­ited
ABN 20 000 241 127
AFSL 233716

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

Open to new investors. 

Responsible Entities

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

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
Moderate
5+ years
BT Active Balanced Fund RFA0020AU
Moderate
3+ years
BlackRock Diversified  ESG Growth Fund** WFS0089AU
Moderate
3+ years
Schroders Sustainable Growth Fund* WFS0094AU
Conservative
3+ years
BT Income Plus Fund BTA0042AU

* Formerly Schroders Balanced
** Formerly Barclays Diversified Growth then BlackRock Scientific Diversified Growth

International share funds

Risk & timeframe Fund name Information
Aggressive
5+ years
BT International Fund BTA0024AU
Aggressive
5+ years
BT Core Hedged Global Share Fund RFA0030AU
Aggressive
5+ years
BT American Share Fund BTA0023AU
Aggressive
5+ years
BT Asian Share Fund BTA0026AU
Aggressive
5+ years
BT European Share Fund BTA0025AU
Aggressive
5+ years
BT Technology Fund* BTA0127AU
Aggressive
5+ years
Platinum International WFS0092AU

* Previously known as the BT TIME Fund.

Australian share funds

Risk & timeframe Fund name Information
Dynamic
5+ years
BT Australian Share Fund BTA0021AU
Dynamic
5+ years
BT Imputation Fund RFA0019AU
Aggressive
7+ years
BT Geared Imputation Fund RFA0062AU
Aggressive
5+ years
BT Smaller Companies Fund RFA0012AU
Dynamic
5+ years
Investors Mutual Australian Share WFS0091AU
Dynamic
5+ years
Schroder Australian Share WFS0093AU

 

Property funds

Risk & timeframe Fund name Information
Moderate
5+ years
BT Property Securities Fund BTA0051AU
Dynamic
5+ years
BT Global Property WFS0387AU

 

Fixed interest funds

Risk & timeframe Fund name Information
Moderate
2+ years
Schroder Absolute Return Income Fund* WFS0095AU
Conservative
3+ years
UBS Diversified Fixed Income WFS0098AU

* Formerly known as Schroder Hybrid Securities, then as Schroder Credit Securities

Cash funds

Risk & timeframe Fund name Information
Stable BT Cash Management Trust BTA0002AU

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 capital growth plus some income over the recommended investment timeframe of five years or more.

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.

Open to new investors. 

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
BT Investor Choice Dynamic Growth Fund WFS0034AU
Moderate
5+ years
BT Investor Choice Balanced Growth Fund WFS0033AU
Moderate
5+ years
BT Investor Choice Balanced Growth Fund - NEF WFS0334AU
Moderate
3+ years
BT Investor Choice Moderate Growth Fund WFS0032AU

International share funds

Risk & timeframe Fund name Information
Agressive
5+ years
BT Investor Choice International Share Fund WFS0023AU

Australian share funds

Risk & timeframe Fund name Information
Dynamic
5+ years
BT Investor Choice All Australian Share Fund WFS0103AU
Dynamic
5+ years
BT Investor Choice All Australian Share Fund - NEF WFS0327AU
Dynamic
5+ years
BT Investor Choice All Australian Growth Share Fund WFS0102AU

Property funds

Risk & timeframe Fund name Information
Moderate
5+ years
BT Investor Choice Australian Property Securities Fund WFS0101AU
Moderate
5+ years
BT Investor Choice Australian Property Securities Fund - NEF WFS0329AU

Fixed interest funds

Risk & timeframe Fund name Information
Conservative
5+ years
BT Investor Choice Australian Bond Fund WFS0013AU

Cash funds

Risk & timeframe Fund name Information
Stable
2 years
BT Investor Choice Cash Management Trust WFS0011AU

Funds open to existing investors only

Risk & timeframe Fund name Information
Dynamic
5+ years
BT Investor Choice Australian Share Fund WFS0021AU
Dynamic
5+ years
BT Investor Choice Australian Growth Share Fund WFS0022AU

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.