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
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
Access a wide range of investment options across all of the major asset classes.
Monitor and manage your money online with BT Online investor portal.
Closed to new investors. Only available for additional investments from existing investors.
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
| Fund name | Information | |
|---|---|---|
| BT Active Balanced Fund - NEF RFA0021AU | ||
| BT Balanced Returns Fund BTA0043AU | ||
| BT Tax Effective Income Fund - NEF RFA0023AU |
| Fund name | Information | |
|---|---|---|
| BT Split Growth Fund BTA0012AU |
| Fund name | Information | |
|---|---|---|
| BT Core Australian Share Fund RFA0011AU | ||
| BT Natural Resources Fund RFA0013AU |
The BT International Share Fund moved into the BT Classic Investment Funds product on 6 September 2006.
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.
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
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
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
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
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
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
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
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