The Fund is an actively managed multi-manager portfolio of Australian shares. The Fund aims to invest in a wide range of Australian shares listed, or expected to be listed, on the Australian Securities Exchange.
What's the return objective?
The Fund aims to provide investors with a total investment return (before fees and taxes) that outperforms the S&P/ASX 300 Accumulation Index 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: ADV0045AU
Issuer: Advance Asset Management Limited
Target Market Determinations
Target Market Determination(s) are available at bt.com.au/tmd
An index fund that aims to provide long term capital growth from a diversified portfolio of Australian shares with a total investment return (before fees and taxes) that tracks the Benchmark.
Minimum investment:
$500,000
APIR code: ADV0062AU
Issuer: Advance Asset Management Limited
Target Market Determinations
Target Market Determination(s) are available at bt.com.au/tmd
This Fund was closed to all investors effective Tuesday 23rd March 2021.
APIR code: BTA0259AU
Issuer: BT Funds Management Limited
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
Target Market Determinations
Target Market Determination(s) are available at bt.com.au/tmd
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
Target Market Determinations
Target Market Determination(s) are available at bt.com.au/tmd
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.
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: Westpac Financial Services Limited
Target Market Determinations
Target Market Determination(s) are available at bt.com.au/tmd
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: ADV0095AU
Issuer: Advance Asset Management Limited
Target Market Determinations
Target Market Determination(s) are available at bt.com.au/tmd
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
Target Market Determinations
Target Market Determination(s) are available at bt.com.au/tmd
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
Target Market Determinations
Target Market Determination(s) are available at bt.com.au/tmd
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
Target Market Determinations
Target Market Determination(s) are available at bt.com.au/tmd
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
Target Market Determinations
Target Market Determination(s) are available at bt.com.au/tmd
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
Target Market Determinations
Target Market Determination(s) are available at bt.com.au/tmd
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
Target Market Determinations
Target Market Determination(s) are available at bt.com.au/tmd
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
Target Market Determinations
Target Market Determination(s) are available at bt.com.au/tmd
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.
Target Market Determinations
Target Market Determination(s) are available at bt.com.au/tmd
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
| 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
| Risk & timeframe | Fund name | Information |
|---|---|---|
| Aggressive 5+ years |
BT Diversified Share Fund RFA0033AU |
| 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 |
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.
| 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 Growth 1 BTA0073AU | |
| 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
| 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 |
| 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
| Risk & timeframe | Fund name | Information |
|---|---|---|
| Stable | BT Cash Management Trust BTA0002AU |
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.
Target Market Determinations
Target Market Determination(s) are available at bt.com.au/tmd
Issuer: Westpac Financial Services Limited
ABN 20 000 241 127
AFSL 233716
| 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 |
| Risk & timeframe | Fund name | Information |
|---|---|---|
| Agressive 5+ years |
Westpac International Share Fund WFS0023AU | |
| Agressive 5+ years |
Westpac International Share Fund - Nil Entry Fee WFS0332AU |
| 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 |
| 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 |
| Risk & timeframe | Fund name | Information |
|---|---|---|
| Conservative 5+ years |
Westpac Australian Bond Fund WFS0013AU | |
| Conservative 5+ years |
Westpac Australian Bond Fund - Nil Entry Fee WFS0328AU |
| Risk & timeframe | Fund name | Information |
|---|---|---|
| Stable 2 years |
Westpac Cash Management Trust WFS0011AU |
| 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.
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
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
Target Market Determinations
Target Market Determination(s) are available at bt.com.au/tmd