BT Index funds

This solution offers a low cost diversified investment across asset classes using index funds and exchange traded funds.

BT Index Funds include 5 diversified risk-based profiles alongside a range of individual sector funds. 

BT Index Funds are constructed according to the asset allocation established by BT Investment Solutions’ experienced investment team.

Both diversified and single sector funds use low-cost index exposure to generate passive returns for investors.

  • Lower costs compared to buying the individual market securities or actively managing diversified funds which require more research and analysis to invest.
     

  • Invest across the whole market so you are not dependent on the performance of one asset class (or one market security). 
     

  • The potential to earn returns directly in line with the performance of market indices across a range of asset classes. 
     

  • The security of BT Investment Solutions managing the administration and monitoring of your investment in line with market conditions.
     

  • Accessing the expertise of some of the world’s largest index investment managers.
     

Seeks to deliver predominantly income and some growth returns with a low probability of loss over the short term, which tracks the overall return of a diversified portfolio of underlying investments.

The majority (approximately 70%) of the investment is in more defensive investments.

Download the latest factsheet

Minimum suggested investment timeframe 3 years

Seeks to deliver a combination of predominantly income and stable growth returns, which tracks the overall return a diversified portfolio of underlying investments.

The majority (approximately 60%) of the investment is in more defensive investments.

Download the latest factsheet

Minimum suggested investment timeframe 4 years

Seeks to deliver predominantly moderate growth and some income returns, which tracks the overall return of a diversified portfolio of underlying investments.

The majority (approximately 70%) of the investment is in more growth-oriented investments.

Download the latest factsheet

Minimum suggested investment timeframe 5 years

Seeks to deliver predominantly moderate to high growth and some income returns, which tracks the overall return of a diversified portfolio of underlying investments.

The majority (approximately 85%) of the investment is in more growth-oriented investments.

Download the latest factsheet

Minimum suggested investment timeframe 6 years

Seeks to deliver predominantly high growth returns, which tracks the overall return of a diversified portfolio of underlying investments.

The majority (approximately 97%) of the investment is in more growth-oriented investments.

Download the latest facsheet

Minimum suggested investment timeframe 7 years

Talk to us

What you need to know: 

Advance Asset Management Limited ABN 98 002 538 329 AFSL 240902 (Advance) is the responsible entity of the BT Index Funds (each a Fund, together the Funds). A Product Disclosure Statement (PDS) is available for each of the Funds and can be obtained by calling the Contact Centre on 1800 819 935, or visiting www.bt.com.au. The Financial Services Guide (‘FSG’) for Advance can also be obtained via the Product Disclosure Statement page on www.advance.com.au. Any retail client should obtain and consider the PDS for the relevant Fund and the FSG before deciding whether to acquire, continue to hold or dispose of units in a Fund. Advance is a subsidiary of Westpac Banking Corporation ABN 33 007 457 141 AFSL 233714 (Westpac). An investment in a Fund is not an investment in, deposit with, or other liability of Westpac or any other company in the Westpac Group. An investment in a Fund is subject to investment risk, including possible delays in the payment of withdrawals and loss of income and principal invested. No member of the Westpac Group (including Advance) stands behind or otherwise guarantees the capital value or investment performance of a Fund.

Past performance is not an indicator of future performance. No representation or warranty is given as to the accuracy, likelihood of achievement or reasonableness of any forecasts or returns contained in the information provided. Any projections are predictive in character. Whilst we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be affected by inaccurate assumptions or may not take into account known or unknown risks and uncertainties. The actual results actually achieved may differ materially from these projections.

© Advance Asset Management Limited – A part of Westpac Banking Corporation