Closed funds

These funds are now closed and no longer available to new investors.

Note: Please read the important information for New Zealand investors.

BT Wholesale Partner International Shares Core

An actively managed fund investing in international shares, with most investments located in the United States, Europe and Japan.

Minimum investment:
$500,000

APIR code: BTA0248AU
Issuer: BT Funds Management Limited

BT Wholesale Partner Australian Shares Growth

An actively managed fund investing primarily in Australian shares with a growth style.

Minimum investment:
$500,000

APIR code: BTA0242AU
Fund manager: BT Funds Management Limited

BT Classic Investment Funds

Access a wide range of investment options across all of the major asset classes.
Monitor and manage your money online with BT Online.

Closed to new investors. Only available for additional investments from existing investors.

Responsible Entities

Is­suer: West­pac Fi­nan­cial Ser­vices Lim­ited
ABN 20 000 241 127
AFSL 233716

Issuer: BT Funds Management No. 2 Limited
ABN 22 000 727 659
AFSL 233720

Investment options and annual reports

Diversified funds

Risk & timeframe Fund name Information
Moderate
5+ years
BT Active Balanced Fund - NEF RFA0021AU
Moderate
5+ years
BT Balanced Returns Fund BTA0043AU
Moderate
5+ years
BT Tax Effective Income Fund - NEF RFA0023AU
Conservative
3+ years
BT Split Income Fund BTA0011AU

Diversified share funds

Risk & timeframe Fund name Information
Aggressive
5+ years
BT Diversified Share Fund - NEF RFA0024AU
Aggressive
5+ years
BT Split Growth Fund BTA0012AU

Australian share funds

Risk & timeframe Fund name Information
Dynamic
5+ years
BT Core Australian Share Fund RFA0011AU
Dynamic
5+ years
BT Natural Resources Fund RFA0013AU

 

Note for Private Investment Funds investors

The BT International Share Fund moved into the BT Classic Investment Funds product on 6 September 2006.

Definition of 'existing investor'

Each fund offered in the BT Classic Investment Funds PDS is available exclusively to existing investors in that fund, for so long as they continuously maintain an investment in the fund.

  • An 'existing investor' means a person who was an investor in one or more of the funds offered in the BT Classic Investment Funds PDS on 26 October 2003.

Lifestage Funds

1940's Lifestage Fund - A

A fund suitable for superannuation investors born in the 1940’s or earlier who may be ready to retire or are in retirement. Focusing on the preservation of capital, invested assets are managed to a glide path in which exposure to growth assets is adjusted according to investors’ age.

Minimum investment:
n/a

APIR code: BTA0452AU
Fund manager: Advance Asset Management Limited

1950's Lifestage Fund - A

A fund suitable for superannuation investors born in the 1950's or earlier who are considering transitioning to retirement in the next few years. Focusing on balancing exposure to growth assets and preserving investors’ capital value, invested assets are managed to a glide path in which exposure to growth assets is adjusted according to investors’ age.

Minimum investment:
n/a

APIR code: BTA0453AU
Fund manager: Advance Asset Management Limited

1960's Lifestage Fund - A

A fund suitable for superannuation investors born in the 1960's or earlier with a medium to long term investment horizon. Focusing on growth assets with some preservation of capital, invested assets are managed to a glide path in which exposure to growth assets is adjusted according to investors’ age.

Minimum investment:
n/a

APIR code: BTA0454AU
Fund manager: Advance Asset Management Limited

1970's Lifestage Fund - A

A fund suitable for superannuation investors born in the 1970's or earlier with a long term horizon. Focusing on growth assets with some capital preservation, invested assets are managed to a glide path in which exposure to growth assets is adjusted according to investors’ age.

Minimum investment:
n/a

APIR code: BTA0455AU
Fund manager: Advance Asset Management Limited

1980's Lifestage Fund - A

A fund suitable for superannuation investors born in the 1980's or earlier with a long term horizon. Focusing predominantly on growth assets, invested assets are managed to a glide path in which exposure to growth assets is adjusted according to investors’ age.

Minimum investment:
n/a

APIR code: BTA0456AU
Fund manager: Advance Asset Management Limited

1990's Lifestage Fund - A

A fund suitable for superannuation investors born in the 1990's or earlier with a long term horizon. Focusing predominantly on growth assets, invested assets are managed to a glide path in which exposure to growth assets is adjusted according to investors’ age.

Minimum investment:
n/a

APIR code: BTA0457AU
Fund manager: Advance Asset Management Limited

2000's Lifestage Fund - A

A fund suitable for superannuation investors born in the 2000's or earlier with a long term horizon. Focusing predominantly on growth assets, invested assets are managed to a glide path in which exposure to growth assets is adjusted according to investors’ age.

Minimum investment:
n/a

APIR code: BTA0458AU
Fund manager: Advance Asset Management Limited

Advance Defensive Yield Multi-Blend Fund

The Fund is an actively managed multi-manager portfolio of fixed interest, cash and cash equivalent securities in the Australian and international markets. The Fund has an emphasis on liquidity and capital stability regardless of the overall direction of fixed interest and cash markets.

What's the return objective?
The Fund aims to provide returns of 2% pa after fees above the Bloomberg AusBond Bank Bill IndexSM (benchmark) over the short to medium term.

Minimum investment
The minimum initial investment is $5,000 or $1,000 if you're investing in multiple Advance Investment Funds or $1,500 if you're setting up a Regular Savings Plan.

APIR code: ADV0173AU
Issuer: Advance Asset Management Limited

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