Managed portfolios

Managed portfolio options are a portfolio of assets made up from managed funds, shares (which may include exchange traded funds) or cash. They are monitored by an appointed investment adviser to ensure the right investments in the right proportions are in place.

BT Invest is not available to new investors from 11 February 2022. Existing customers in BT Invest are not impacted by the closure to new investors and will continue to have access to all features and functionality of the product.

BT Invest gives you a choice of professionally managed investments via BT Managed Portfolios, across diversified (risk-based) and sector (shares-based) options.

This portfolio may suit you if you prefer predominantly income and some growth returns with a low probability of loss over the short term. 

Download the Mercer Passive Conservative Portfolio factsheet (PDF 109 KB).

This portfolio may suit you if you prefer a combination of predominantly income and stable growth returns.

Download the Mercer Passive Moderate Portfolio factsheet (PDF 110 KB).

This portfolio may suit you if you prefer predominantly moderate growth and some income returns.
Download the Mercer Passive Balanced Portfolio factsheet (PDF 110 KB).

This portfolio may suit you if you prefer predominantly moderate to high growth and some income returns.

Download the Mercer Passive Growth Portfolio factsheet (PDF 109 KB).

This portfolio may suit you if you seek a long-term investment focused on achieving growth, with less focus on generating excess income.
Download the DNR portfolio factsheet (PDF 143 KB).

This portfolio may suit you if you seek a tax effective income stream by investing in companies providing dividend growth.
Download the Antares Dividend Builder portfolio factsheet (PDF 135 KB).

This portfolio may suit you if you seek a broad based, active Australian share portfolio utilising a fundamental company research approach where outperformance is driven primarily by share selection.
Download the Pendal Australian Shares portfolio factsheet (PDF 141 KB).

This portfolio may suit you if you seek a long term investment strategy focused on capital growth with some income via dividends and franking credits and have a high tolerance to risk.
Download the BT S&P/ASX20 Shares portfolio factsheet (PDF 125 KB).

This portfolio may suit you if you seek an actively managed portfolio of Australian shares which takes into account environmental, social and governance (ESG) considerations.
Download the Pendal Sustainable Future Australian Shares portfolio factsheet (PDF 75 KB).

View other investment choices

Go back to Build Your Own options

Listed securities, typically referred to as shares, can be part-investments in an individual business traded on the Australian Securities Exchange (ASX). Listed securities also include financial products which track the performance of an index, such as Exchange Traded Funds (ETFs).

Managed funds are professionally managed investment portfolios with specific investment aims (e.g. to follow or do better than the market) and investment mixes (e.g. shares, bonds, etc).

A term deposit is a cash investment held at a financial institution (e.g. a bank) for an agreed interest rate over a fixed term, so the interest rate does not generally change for the nominated term.

New to investing or want an expertly managed portfolio? You may like to consider one of five Ready-made managed portfolio options

Things you should know

BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) is the operator of BT Invest. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Invest Cash Management Account (BT Invest CMA) (together, the BT Invest products).

This information does not take account of your individual objectives, financial situation and needs. A Product Disclosure Statement or other disclosure document (PDS) for the BT Invest products can be obtained by contacting BT on 1300 881 716 or by visiting www.bt.com.au. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of the BT Invest products.

BTPS and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities or the BT Invest CMA through the BT Invest products, the BT Invest products are not a deposit with, investment in, or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of the BT Invest products.