The ability to access a low cost, diversified market exposure using index based strategies.
The ability to get access to managed portfolio options managed by a professional investment manager, BT Investment Solutions, supported by the institutional and operational framework of BT.
Asset administration is conducted by the issuer of BT Managed Portfolios allowing you greater time to focus on client relationships.
A single point of access to the portfolio through BT Panorama, with the ability to download all reporting in one place.
The managed portfolio structure offers added transparency with the ability to view the underlying funds and their respective weights within each portfolio.
What you need to know:
BT Indexed Portfolios, part of the BT Managed Portfolios, are issued by Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) available through Panorama Investments or Panorama Super (the product). This is provided solely as general information for advisers who are registered to recommend and distribute the product. This information must not be made available to any retail client. WSFL is a member of the Westpac Group, which includes Westpac Banking Corporation ABN 33 007 457 141 (Westpac). An investment in the product is not an investment in or a deposit with Westpac. Westpac does not stand behind or otherwise guarantee the capital value or investment performance of the product. A Product Disclosure Statement is available at www.bt.com.au/panorama or calling BT on 132 135.
© BT – A part of Westpac Banking Corporation