Diversified funds

BT diversified funds are designed to let you invest across a range of asset classes based on market indices.

BT Investment Funds

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 

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
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 

BT Wholesale Future Goals Fund

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

BT Wholesale Conservative Outlook Fund

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

BT Wholesale Balanced Returns Fund

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

BT Wholesale Active Balanced Fund

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

BT Wholesale Monthly Income Plus Fund

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

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.

Responsible Entity

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

Investment options and annual reports

Diversified funds

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

 

Find the support, product disclosure statements, and forms you need to grow and manage your BT investments.

For help changing contact details, establishing a regular investment plan, using Bpay, providing a TFN and much more. 

Prices and performance information for BT financial products - unit prices, distributions, management costs and fund performance.

Since 1969, our business has been built on the expertise and innovation of our investment specialists. Today we help thousands of customers find the investment solutions that suit their personal needs, goals, life stage and tolerance for risk.

BT doesn’t offer a ‘one-size-fits-all’ investment approach. We understand that investors have differing goals and attitudes towards investing, so we make available a wide choice of investment options.