Latest market reports
Active strategies
Managed Portfolios (SMA) – CoreSeries
Six active diversified portfolios managed by a highly-experienced and well-resourced investment team that focuses on maximising returns, minimising costs and managing risk.
Managed Portfolios (IMA) – BT Private Portfolio
A diversified individually managed account in which a portfolio manager works with advisers and clients to personally manage a client’s investment portfolio to their preferences. This is an investment for high-net-worth clients with at least $1 million to invest.
Advance Diversified Multi-Blend Funds
Five portfolios that are diversified across, and within, asset classes varying in risk to suit your individual needs.
Advance Sector Multi-Blend Funds
For those investors or advisers that want to build their own portfolios, these sector funds provide diversified exposures to leading managers within a market sector.
Passive strategies
Managed Portfolios (SMA) – BT Indexed Portfolios
Five investment portfolios that provide cost effective and transparent exposure to market indices.
BT Index Funds
Five diversified market index funds providing passive, cost effective exposure to the markets.
Direct Equities – BT ASX20 Portfolios
A simple way to get share market exposure to the 20 largest companies on the Australian Securities Exchange (ASX).
Sustainable investment adopts a long-term approach, seeking to add value or manage risks through a broader, more comprehensive approach to investment.
Documents and downloads
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Our Investment Philosophy (PDF 3,371KB)
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Our Value Proposition (PDF 303KB)
Product brochures:
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Managed Portfolios (SMA) – CoreSeries (PDF 199KB)
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Managed Portfolios (IMA) – BT Private Portfolio (PDF 184KB)
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BT Diversified Index Funds (PDF 2.9MB)
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Managed Portfolios (SMA) – BT Indexed Portfolios (PDF 215KB)