BT Investment Funds give you access to different investment choices, so you can create an investment that suits your needs. Your money will be managed by BT and some of the world’s leading investment managers.
What's the return objective?
To provide income with a low risk of capital loss over the short to medium term, with some capital growth over the long term.
Minimum investment
Initial investment $5,000 or $2,000 with a Regular Investment Plan
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
| Risk & timeframe | Fund name | Information |
|---|---|---|
| Dynamic 5+ years |
BT Future Goals Fund BTA0044AU | |
| Moderate 5+ years |
BT Active Balanced Fund RFA0020AU | |
| Moderate 3+ years |
BlackRock Diversified ESG Growth Fund** WFS0089AU | |
| Moderate 3+ years |
Schroder Sustainable Growth WFS0094AU | |
| Conservative 3+ years |
BT Income Plus Fund BTA0042AU |
** Formerly Barclays Diversified Growth
An actively managed fund that invests in Australian and international shares, Australian and international shares, Australian and international property securities, Australian and fixed interest, cash and alternative investments, with a significant weighting towards growth assets.
Minimum investment:
$25,000
APIR code: BTA0125AU
Fund manager: BT Investment Management
An actively managed fund that invests in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments, with a significant weighting towards defensive assets.
Minimum investment:
$25,000
APIR code: BTA0805AU
Fund manager: BT Investment Management
An actively managed fund that invests in Australian and international shares, Australian and international securities, Australian and international fixed interest, cash and alternative investments, with a higher weighting towards growth assets rather than defensive assets.
Minimum investment:
$25,000
APIR code: BTA0806AU
Fund manager: BT Investment Management
An actively managed fund that invests in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments, with a higher weighting towards growth assets than defensive assets.
Minimum investment:
$25,000
APIR code: RFA0815AU
Fund manager: BT Investment Management
An actively managed fund that invests in a number of income generating strategies across a range of asset classes.
Minimum investment:
$25,000
APIR code: BTA0318AU
Fund manager: BT Investment Management
BT Investor Choice Funds offer you a range of investment options covering various asset classes, diversified funds and socially responsible investments.
What's the return objective?
To provide a moderate level of capital growth over the recommended investment timeframe of three years or more, and a moderate level of income.
Minimum investment
A one-off $5,000 investment or an initial contribution of $2,000 on the Regular Investment Plan option with a monthly investment of $100 per fund.
Issuer: Westpac Financial Services Limited
ABN 20 000 241 127
AFSL 233716
| Risk & timeframe | Fund name | Information |
|---|---|---|
| Dynamic 5+ years |
BT Investor Choice Dynamic Growth Fund WFS0034AU | |
| Moderate 5+ years |
BT Investor Choice Balanced Growth Fund WFS0033AU | |
| Moderate 5+ years |
BT Investor Choice Balanced Growth Fund - NEF WFS0334AU | |
| Moderate 3+ years |
BT Investor Choice Moderate Growth Fund WFS0032AU |