BT Indexed Portfolios

Low cost investment solutions covering a wide range of investments including shares, property and fixed interest.

BT Indexed Portfolios are managed to 5 different risk-based profiles and are assembled using a range of index funds, each selected to play a specific role in the portfolio construction, from generating income and growth, to providing diversification.

BT Indexed Portfolios are constructed according to BT Investment Solutions’ highly regarded research and risk management process which combines quantitative and qualitative analysis. 

Asset class ranges are established to ensure the portfolios have the flexibility to adjust to changing market and investment circumstances. These decisions are determined through the team’s investment process, combining peer review and investment committee approval.

  • 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.

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

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

Minimum suggested investment timeframe 3 years

Seeks to deliver a combination of predominantly income and stable growth returns. The portfolio aims to track the overall return of a diversified portfolio of underlying investments.

The investment is in both defensive (approximately 50%) and growth-oriented (approximately 50%) investments.

Minimum suggested investment timeframe 4 years

Seeks to deliver predominantly moderate growth and some income returns. The portfolio aims to track the overall return of a diversified portfolio of underlying investments.

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

Minimum suggested investment timeframe 5 years

Seeks to deliver predominantly moderate to high growth and some income returns. The portfolio aims to track the overall return of a diversified portfolio of underlying investments.

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

Minimum suggested investment timeframe 6 years

Seeks to deliver predominantly high growth returns. The portfolio aims to track the overall return of a diversified portfolio of underlying investments.

The majority (approximately 98%) of the investment is in growth-oriented investments.

Minimum suggested investment timeframe 7 years

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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.

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