To deliver higher levels of dividend income, on a tax effective basis, relative to the benchmark, and to achieve moderate capital growth in a tax efficient manner.
Predominantly securities within the S&P/ASX 200 Industrials Index.
Antares Capital Partners Limited (‘Antares’) specialises in the active management of Australian shares and listed property. Antares is dedicated to providing investment solutions to both institutional and retail clients. Established in 1994, Antares aims to have a dynamic culture and quality investment team that can deliver a range of investment solutions.
Antares is wholly owned by NAB Asset Management Limited, the direct investment arm of NAB Wealth Management.
|$60 + 0.5%||+||0.46%||+||0.11% to 0.18%^|
|BT Invest administration cost (p.a.)||Management costs (p.a.)||Transaction costs|
^ Generally between 0.11% and 0.18% of the transaction amount but may be as high as 0.20%.
For further information see the Fees & Costs section of the BT Investor Guide.
For example, if you made a managed portfolio investment of $25,000 during the year, you'd pay:
|$185 p.a.||+||$115 p.a.||+||$27.50*|
|BT Invest administration cost (p.a.)||Management costs||Transaction costs|
* The example assumes a transaction cost rate of 0.11%.
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BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates 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, these products are referred to as the BT Invest products.
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 clicking here. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in 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 acquired through the BT Invest products, an investment in, or acquired using, the BT Invest products is not an investment in, deposit with 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 any investments in, or acquired through, the BT Invest products.