BT Panorama is committed to providing a range of investment choices to meet your clients' needs. Explore the investment options that have been recently added across managed funds, managed portfolios, Exchange Traded Funds (ETFs), Listed Investment Trusts (LITs) and Listed Investment Companies (LICs).
The following information relates to the Full Menu option on BT Panorama. A Compact Menu option is also available, which may not include some of the investments listed below.
Learn more about BT Panorama’s investment options
Login to BT Panorama to view all investment options.
- For managed funds navigate to Products > Managed Funds > Investment Options.
- For managed portfolios navigate to Products > Managed Portfolios > Investment Options.
- For super investment options navigate to Products > About Panorama > BT Panorama Super > Panorama Super Investment Options Booklet – Full Menu.
Managed Funds
| Fund Name | Investment Strategy | Month added |
|---|---|---|
| T. Rowe Price Global High Income Fund – I Class | International Fixed Interest | March 2024 |
| Partners Group Global Income Fund - Class A | Alternative Investment | March 2024 |
| KKR Global Credit Opportunities Fund (AUD) | Diversified Fixed Interest | March 2024 |
| Vinva Global Systematic Equities Fund - Class C | International shares | March 2024 |
| Apostle Dundas Global Equity Fund Class C | International shares | March 2024 |
| Bentham Global Opportunities Fund | Diversified Fixed Interest | February 2024 |
| LGT Multi-Alternatives Australia Fund | Alternative Assets Other | February 2024 |
| American Century Global Small Cap | International Shares | January 2024 |
| Ophir Global High Conviction Fund– Class B | International Shares | January 2024 |
| Nanuk New World Fund (Currency Hedged) | International Shares | December 2023 |
Login to BT Panorama for a full list of managed funds. Navigate to Products > Managed Funds > Investment Options.
Managed Portfolios
| Managed Portfolio Name | Investment Strategy | Month Added |
|---|---|---|
| Watershed High Growth Portfolio | Diversified - High Growth | March 2024 |
| Watershed Growth Portfolio | Diversified - Growth | March 2024 |
| Watershed Balanced Portfolio | Diversified - Balanced | March 2024 |
| Watershed Moderate Portfolio | Diversified - Moderate | March 2024 |
| Activam Balanced Portfolio | Diversified - Growth | December 2023 |
| Activam Conservative and Income Portfolio | Diversified - Defensive | December 2023 |
| Activam High Growth Portfolio | Diversified - High Growth | December 2023 |
| Activam Index-Focused Balanced Portfolio | Diversified - Growth | December 2023 |
| Activam Moderate Portfolio | Diversified - Balanced | December 2023 |
| Schroder Concentrated Australian Equity Portfolio | Australian Shares Large Cap | September 2023 |
Login to BT Panorama for a full list of managed portfolios. Navigate to Products > Managed Portfolios > Investment Options.
ETFs, LITs and LICs
| ETF, LIT and LIC Name | Investment Strategy | Month Added |
|---|---|---|
| BetaShares Australian Cash Plus Fund (Managed Fund) | Cash | April 2024 |
| Betashares Global Cash Flow Kings ETF | International Shares | March 2024 |
| VanEck 10+ Year Australian Government Bond ETF | Australian Fixed Interest | February 2024 |
| VanEck 5-10 Year Australian Government Bond ETF | Australian Fixed Interest | February 2024 |
| VanEck MSCI International Value (AUD Hedged) ETF | International Shares | February 2024 |
| VanEck MSCI International Small Companies Quality (AUD Hedged) ETF | International Shares | January 2024 |
| Betashares Australian Small Companies Select Fund (managed fund) | Australian Shares | December 2023 |
| iShares Core FTSE Global Infrastructure (AUDH) ETF | Listed Infrastructure | November 2023 |
| Australian Unity Limited Simple Bond 3-Bbsw+X.Xx% 15-12-28 | Australian Fixed Interest | November 2023 |
| Milford Australian Absolute Growth Fund - Quoted Class (Hedge Fund) | Australian Shares | November 2023 |
Information as at 12 April 2024
Login to BT Panorama to view the available ETFs, LITs and LICs. Navigate to Products.
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