Portfolio allocation
Key features
Low fees with no transaction fees
-
0.7% Annually (maximum)
-
$60 Annually
-
NIL Transaction (or trading fees)
Low initial deposits
-
$1000 Initial minimum
-
Investment factsheet (PDF 108 KB)
The portfolio's objectives
To deliver a return in line with the benchmark, before fees, over a rolling seven year period.
The portfolio's investments
The portfolio can invest in Australian registered managed funds and exchange traded funds.
About the portfolio manager
BT Investment Solutions 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 the Westpac Group. WFSL will manage some of the managed portfolios by relying on the proven capability of BT Investment Solutions.
View other managed portfolio options
Go back to Ready-made portfolios
Open an account
If you're ready to get started you can apply online in about 10 minutes.
Things you should know
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.