Managing your portfolio

Your portfolio of investments should reflect your goals and tolerance for risk, but without ongoing management, your portfolio can head off on a path of its own. Discover how to keep things on track.

Investing is more than choosing different assets at the start, then setting and forgetting. It also involves an ongoing review to account for changing market conditions.

Online solutions can help you deal with the administration tasks associated with managing a portfolio of investments by keeping them, and the associated reporting, all in the one place.

To discover how BT can help you manage your portfolio of investments, visit our Investment solutions page

BT Invest is a new way to invest your money, how you want, when you want. Pick from one of our 5 ready-made managed portfolios, or you can choose the build your own portfolio option and select from over 50 managed funds, 7 managed portfolios or 15 term deposits.

  • Expert support

  • Choice and control over your investments

  • Integrated with your banking

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.