Single sector funds


BT’s single sector fund options allow you to increase your exposure to asset classes that suit your investment profile, such as Australian or international shares or fixed interest investments, property, or cash.

Advance International Shares Multi-Blend Fund

The Fund is an actively managed multi-manager portfolio of international shares. The Fund aims to actively invest in a wide range of international shares listed, or expected to be listed, on world stock exchanges, including emerging markets and across a diverse range of industries.

What's the return objective?
The Fund aims to provide investors with a total investment return (before fees and taxes) that outperforms the MSCI World ex Australia (Standard) Index (Net Dividends) in Australian dollars over periods of five years or longer.

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: ADV0053AU
Issuer: Advance Asset Management Limited

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 International Shares Index Fund

An index fund that aims to provide long term capital growth from a diversified portfolio of international shares with a total investment return (before fees and taxes) that tracks the Benchmark in Australian dollars.

Minimum investment:
$500,000

APIR code: ADV0056AU
Issuer: Advance Asset Management Limited

MSCI Disclaimer

This fund is not sponsored, endorsed, sold or promoted by MSCI INC. (“MSCI”), any of its affiliates, any of its information providers or any other third party involved in, or related to, compiling, computing or creating any MSCI index (collectively, the “MSCI parties”).  The MSCI indexes are the exclusive property of MSCI.  MSCI and the MSCI index names are service mark(s) of MSCI or its affiliates and have been licensed for use for certain purposes by [licensee].  None of the MSCI parties makes any representation or warranty, express or implied, to the issuer or owners of this fund or any other person or entity regarding the advisability of investing in funds generally or in this fund particularly or the ability of any MSCI index to track corresponding stock market performance.  MSCI or its affiliates are the licensors of certain trademarks, service marks and trade names and of the MSCI indexes which are determined, composed and calculated by MSCI without regard to this fund or the issuer or owners of this fund or any other person or entity.  None of the MSCI parties has any obligation to take the needs of the issuer or owners of this fund or any other person or entity into consideration in determining, composing or calculating the MSCI indexes.  None of the MSCI parties is responsible for or has participated in the determination of the timing of, prices at, or quantities of this fund to be issued or in the determination or calculation of the equation by or the consideration into which this fund is redeemable.  Further, none of the MSCI parties has any obligation or liability to the issuer or owners of this fund or any other person or entity in connection with the administration, marketing or offering of this fund.

Although MSCI shall obtain information for inclusion in or for use in the calculation of the MSCI indexes from sources that MSCI considers reliable, none of the MSCI parties warrants or guarantees the originality, accuracy and/or the completeness of any MSCI index or any data included therein.  None of the MSCI parties makes any warranty, express or implied, as to results to be obtained by the issuer of the fund, owners of the fund, or any other person or entity, from the use of any MSCI index or any data included therein.  None of the MSCI parties shall have any liability for any errors, omissions or interruptions of or in connection with any MSCI index or any data included therein. Further, none of the MSCI parties makes any express or implied warranties of any kind, and the MSCI parites hereby expressly disclaim all warranties of merchantability and fitness for a particular purpose, with respect to each MSCI index and any data included therein.  Without limiting any of the foregoing, in no event shall any of the MSCI parties have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.

 

 

BT Multi-manager International Shares Fund

An actively managed fund investing in a wide range of international shares, including emerging markets and across a diverse range of industries.

Minimum investment:
$500,000

APIR code: BTA0261AU
Issuer: BT Funds Management Limited 

Advance Property Securities Multi-Blend Fund

The Fund is actively managed multi-manager portfolio of property securities. The fund aims to invest in a wide range of property securities, which derive the bulk of their income from property rental income and/or development. The Fund is typically hedged back into Australian dollars.

What's the return objective?
The Fund aims to provide investors with a total investment return (before fees and taxes) that outperforms the combined benchmarks S&P/ASX 300 Property Accumulation Index and FTSE EPRA NAREIT Global Real Estate Index (total return in AUD) hedged over periods of five years or longer

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: ADV0052AU
Issuer: Advance Asset Management Limited

BT Property Securities Index Fund

An index fund that aims to provide income derived from in Australian property securities with a total investment return (before fees and taxes) that tracks the benchmark.

Minimum investment
 
$500,000

APIR code: ADV0060AU
Issuer: Advance Asset Management Limited 

Advance Australian Fixed Interest Multi Blend Fund

The Fund is an actively managed multi-manager portfolio of international fixed interest securities. The Fund aims to invest in a wide range of investment grade fixed interest investments, such as Government, corporate and typically other investment grade international fixed interest securities.

What's the return objective?
The fund aims to provide diversified income with a total investment return (before fees and taxes) that outperforms the Barclays Global Aggregate Bond Index (fully hedged) in Australian dollars over periods of three years or longer.

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: ADV0084AU
Issuer: Advance Asset Management Limited

BT Australian Fixed Interest Index Fund

An index fund that aims to provide income derived from Australian fixed interest securities including government and corporate bonds, with a total investment return (before fees and taxes) that tracks the Benchmark.

Minimum investment:
$500,000

APIR code: ADV0064AU
Issuer: Advance Asset Management Limited

Advance International Fixed Interest Multi-Blend Fund

The Fund is an actively managed multi-manager portfolio of Australian fixed interest securities.

What's the return objective?
The Fund aims to provide relatively secure income with a total investment return (before fees and taxes) that outperforms the Bloomberg AusBond Composite 0+ Yr IndexSM over periods of three years or longer.

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: ADV0067AU
Issuer: Advance Asset Management Limited

BT International Fixed Interest Index Fund

An index fund that aims to provide income derived from international fixed interest securities with a total investment return (before fees and taxes) that tracks the Benchmark (fully hedged) in Australian dollars.

Minimum investment:
$500,000

APIR code: BTA0058AU
Issuer: BT Funds Management Limited

Advance Cash Multi-Blend Fund

The Fund is an actively managed multi-manager portfolio of cash securities. The Fund aims to invest in various types of money market and shorter dated fixed interest investments.

What's the return objective?
The Fund aims to provide investors with a total investment return (before fees and taxes) that outperforms the Bloomberg AusBond Bank Bill IndexSM over one year, maintaining liquidity, avoiding unnecessary risk and preserving capital.

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: ADV0069AU
Issuer: Advance Asset Management Limited

BT Premium Cash Fund

The BT Premium Cash Fund is for investors with an initial investment of $5,000 or more, or an initial investment of $2,000 with a Regular Investment Plan (minimum $100 a month), who need an investment that aims to pay a highly competitive cash rate of return.

What's the return objective?
The Fund aims to provide a return (before fees, costs and taxes) that exceeds the UBS Bank Bill Index.

Minimum investment
The minimum initial investment is $5,000, or $2,000 with a regular investment plan of $100 a month.

Open to new investors. 

APIR code: BTA0173AU
Issuer: BT Funds Management Limited
ABN 63 002 916 458
AFSL 233724

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

Open to new investors. 

Responsible Entities

Issuer: BT Funds Management Limited
ABN 63 002 916 458
AFSL 233724

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
Dynamic
5+ years
BT Multi-manager Growth Fund BTA0080AU
Aggressive
5+ years
BT Multi-manager High Growth Fund # § BTA0079AU
Moderate
5+ years
BT Active Balanced Fund RFA0020AU
Moderate
5+ years
BT Tax Effective Income Fund RFA0034AU
Moderate
5+ years
BT Multi-manager Balanced Fund BTA0077AU
Moderate
3+ years
BlackRock Scientific Diversified Growth ** WFS0089AU
Moderate
3+ years
Schroders Balanced WFS0094AU
Conservative
3+ years
BT Income Plus Fund BTA0042AU
Conservative
3+ years
BT Multi-manager Conservative Fund BTA0078AU
Conservative
3+ years
Perpetual Conservative Growth * WFS0097AU

* Formerly known as UBS Defensive Investment
** Formerly Barclays Diversified Growth

§ Formerly known as Multi-manager Diversified Share Fund -Change of fund name notice not available

Diversified share funds

Risk & timeframe Fund name Information
Aggressive
5+ years
BT Diversified Share Fund RFA0033AU

International share funds

Risk & timeframe Fund name Information
Aggressive
5+ years
BT International Fund BTA0024AU
Aggressive
5+ years
BT Core Hedged Global Share Fund RFA0030AU
Aggressive
5+ years
BT American Share Fund BTA0023AU
Aggressive
5+ years
BT Asian Share Fund BTA0026AU
Aggressive
5+ years
BT European Share Fund BTA0025AU
Aggressive
5+ years
BT Japanese Share Fund BTA0131AU
Aggressive
5+ years
BT Technology Fund* BTA0127AU
Aggressive
5+ years
BT Partner International Shares Core 1 BTA0249AU
Aggressive
5+ years
BT Partner International Shares Growth 1 BTA0075AU
Aggressive
5+ years
BT Partner International Shares Value 1 BTA0076AU
Aggressive
5+ years
Aberdeen Actively Hedged International Equities# WFS0090AU
Aggressive
5+ years
Ibbotson International Shares High Opportunities (Unhedged)** WFS0390AU
Aggressive
5+ years
Platinum International WFS0092AU
Aggressive
5+ years
UBS International Share WFS0099AU

* Previously known as the BT TIME Fund.
** Previously known as Intech High Opportunity
# Formerly Credit Suisse International Share.

Australian share funds

Risk & timeframe Fund name Information
Dynamic
5+ years
BT Australian Share Fund BTA0021AU
Dynamic
5+ years
BT Imputation Fund RFA0019AU
Aggressive
7+ years
BT Geared Imputation Fund RFA0062AU
Aggressive
5+ years
BT Smaller Companies Fund RFA0012AU
Dynamic
5+ years
BT Partner Australian Shares Core 1 BTA0072AU
Dynamic
5+ years
BT Partner Australian Shares Growth 1 BTA0073AU
Dynamic
5+ years
BT Partner Australian Shares Value 1 BTA0074AU
Dynamic
5+ years
Investors Mutual Australian Share WFS0091AU
Dynamic
5+ years
Schroder Australian Share WFS0093AU
Dynamic
5+ years
Integrity Australian Share * WFS0096AU

* Formerly known as UBS Australian Share

Property funds

Risk & timeframe Fund name Information
Moderate
5+ years
BT Property Securities Fund BTA0051AU
Dynamic
5+ years
BT Global Property WFS0387AU
Moderate
3+ years
APN Property for Income WFS0088AU

Fixed interest funds

Risk & timeframe Fund name Information
Conservative
3+ years
BT Fixed Interest Fund RFA0002AU
Moderate
2+ years
Schroder Credit Securities * WFS0095AU
Conservative
3+ years
UBS Diversified Fixed Income WFS0098AU

* Formerly known as Schroder Hybrid Securities

Cash funds

Risk & timeframe Fund name Information
Stable BT Cash Management Trust BTA0002AU

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 capital growth plus some income over the recommended investment timeframe of five years or more.

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.

Open to new investors. 

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
Westpac Dynamic Growth Fund WFS0034AU
Dynamic
5+ years
Westpac Dynamic Growth Fund - Nil Entry Fee WFS0335AU
Moderate
5+ years
Westpac Balanced Growth Fund WFS0033AU
Moderate
5+ years
Westpac Balanced Growth Fund - Nil Entry Fee WFS0334AU
Moderate
3+ years
Westpac Moderate Growth Fund WFS0032AU
Moderate
3+ years
Westpac Moderate Growth Fund - Nil Entry Fee WFS0333AU

International share funds

Risk & timeframe Fund name Information
Agressive
5+ years
Westpac International Share Fund WFS0023AU
Agressive
5+ years
Westpac International Share Fund - Nil Entry Fee WFS0332AU

Australian share funds

Risk & timeframe Fund name Information
Dynamic
5+ years
Westpac All Australian Tax Effective Share Fund WFS0103AU
Dynamic
5+ years
Westpac All Australian Tax Effective Share Fund - Nil Entry Fee WFS0327AU
Dynamic
5+ years
Westpac All Australian Growth Share Fund WFS0102AU
Dynamic
5+ years
Westpac All Australian Growth Share Fund - Nil Entry Fee WFS0326AU
Dynamic
5+ years
Westpac Sustainability Fund - Australian Shares WFS0289AU

Property funds

Risk & timeframe Fund name Information
Moderate
5+ years
Westpac Australian Property Securities Fund WFS0101AU
Moderate
5+ years
Westpac Australian Property Securities Fund - Nil Entry Fee WFS0329AU

Fixed interest funds

Risk & timeframe Fund name Information
Conservative
5+ years
Westpac Australian Bond Fund WFS0013AU
Conservative
5+ years
Westpac Australian Bond Fund - Nil Entry Fee WFS0328AU

Cash funds

Risk & timeframe Fund name Information
Stable
2 years
Westpac Cash Management Trust WFS0011AU

Funds open to existing investors only

Risk & timeframe Fund name Information
Conservative
3+ years
Westpac Conservative Growth Fund WFS0003AU
Dynamic
5+ years
Westpac Australian Tax Effective Share Fund WFS0021AU
Dynamic
5+ years
Westpac Australian Growth Share Fund WFS0022AU

Please note that the Westpac Conservative Growth Fund, Westpac Australian Tax Effective Share Fund and Westpac Australian Growth Share Fund are only available to existing investors in the relevant Fund.

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

BT Multi-manager Fixed Interest Fund

An actively managed fund of primarily Australian fixed interest securities which aims to provide a return (before fees, costs and taxes) that exceeds the Bloomberg AusBond Composite 0+Yr Index over the medium term.

Minimum investment:
$500,000

APIR code: BTA0260AU
Issuer: BT Funds Management Limited 

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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.