Portfolio allocation
The portfolio's objectives
To deliver outperformance relative to the benchmark over a rolling three year period with a primary focus on capital growth.
The portfolio's investments
The portfolio is constructed to ensure no particular style or theme predominates.
About the portfolio manager
BT Investment Solutions is the investment centre within BT Financial Group and provides investment products and solutions to customers, offering investment opportunities across a range of asset classes, including shares, property and fixed interest. The Responsible Entity, Westpac Financial Services Ltd (‘WFSL’), is part of BT Financial Group. WFSL will manage some of the managed portfolios by relying on the proven capability of BT Investment Solutions.
Fees
| $60 | + | 0.11% | + | 0.05% |
|---|---|---|---|---|
| BT Invest administration cost (p.a.) | Management costs (p.a. [max]) | Transaction costs |
For further information see the "Fees & Costs" section of the BT Invest Investor Guide and the "What are the fees and other costs?" section of the BT Managed Portfolios PDS.
For example, if you made a managed portfolio investment of $25,000 during the year, you'd pay:
| $60 p.a. | + | $27.50 p.a. | + | $12.50 |
|---|---|---|---|---|
| BT Invest administration cost | Management costs | Transaction costs |
Westpac customers
Simply log into Westpac Online Banking to open an account in minutes. No fees or costs are incurred in opening an account, allowing you to explore the available investment options. Fees only apply once you make your first deposit into your BT Invest Cash Management Account.
New customers
If you don't have a Westpac bank account, you can open an everyday banking account in 3 minutes. You can then complete your pre-filled BT Invest application via Westpac Online Banking.