The investment objective of the Fund is to seek absolute returns above a cash benchmark, the ICE Bank of America 3-Month T-Bill Index hedged to Australian dollars, over the minimum suggested investment timeframe.
ICE Bank of America 3-Month T-Bill Index hedged to Australian dollars.
Minimum suggested timeframe: 5 years.
To actively allocate assets across multiple fixed income alpha sources, which currently include fundamentally-based macro, model-based quantitative, bottom-up credit, dedicated currency, and opportunistic emerging markets.
Tracing its history to 1928, the Wellington Management Group is one of the largest investment management groups in the world. With over AUD$1.9 trillion1 in assets under management, members of the Wellington Management Group serve as investment advisers to more than 3,000 institutional clients and mutual fund sponsors in 65 countries.
Collectively, the Wellington Management Group is also one of the world’s largest investment sub-advisers, providing investment expertise and experience to banks, insurance companies, and asset management firms. Its investment capabilities are built on the strength of rigorous, proprietary research and span nearly all segments of the global capital markets including equity, fixed income, multi-asset, and alternative strategies.
Access Wellington Management Group's Global Bond Investment team; a team of specialised global fixed income portfolio managers, who seek to identify opportunistic investment ideas.
The Fund is exposed to a diversified investment strategy that invests in directly or indirectly via derivatives across multiple fixed income alpha sources, such as fundamentally-based macro, model-based quantitative, bottom-up credit, dedicated currency, and opportunistic emerging markets.
The investment strategy is designed to be uncorrelated to traditional market betas and risk assets over a market cycle.
An integrated multidimensional risk-management process which efficiently allocates capital and monitors risk at the individual trade, strategy and aggregate portfolio level.
The Fund seeks to provide a regular income stream by way of quarterly distributions.
BT Wellington Global Total Return Fund – Factsheet (PDF 288 KB)
For more information, please contact BT Investment Solutions and a member of the team will be in touch.
Email: btisinvestment@btfinancialgroup.com
1. Information shown has been provided by the investment manager as at 31 March 2025.
Information current as at 4 December 2025.
This information has been prepared for use by advisers only. It must not be made available to any client and any information in it must not be communicated to any client.This information has been prepared by Westpac Financial Services Limited (WFSL) ABN 20 000 241 127 AFSL 233716. WFSL is the responsible entity and issuer of the BT Wellington Global Total Return Fund ARSN 685 241 221.
A Product Disclosure Statement (PDS) and Target Market Determination (TMD) is available for BT Wellington Global Total Return Fund. The PDS can be obtained by calling 02 8456 0230, or visiting bt.com.au/GTR. The TMD is available at bt.com.au/tmd. The Financial Services Guide (FSG) for WFSL can be obtained by visiting bt.com.au/personal/help/pds. Your client should obtain and consider the PDS for the Fund, the TMD and the FSG before deciding whether to acquire, continue to hold or dispose of units in the Fund.
WFSL is a subsidiary of Westpac Banking Corporation ABN 33 007 457 141 (Westpac). An investment in the Fund is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. To the maximum extent permitted by law, WFSL, and its affiliates and related bodies corporate, and their respective officers, directors, employees, professional advisers and agents do not accept any responsibility or liability in relation to the accuracy or completeness of this information or for any loss arising from its use. 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 set out in this document. Any projections are predictive in character. Whilst WFSL has made 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.
This information contains material provided by third parties derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, the Westpac Group accepts no responsibility for the accuracy or completeness of, nor does it endorse any such third party material. To the maximum extent permitted by law, WFSL intends by this notice to exclude liability for this third party material.
The information shown in this document is general information only. It does not constitute any recommendation or advice. This information does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness, having regard to these factors before acting on it. This web page provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such. Ratings are opinions only, are not recommendations and are only one factor to be taken into account when deciding to acquire, dispose or hold interests in the Fund.