BT Panorama is committed to providing a range of investment choices to meet your clients' needs. Explore the investment options that have been recently added across managed funds, managed portfolios, Exchange Traded Funds (ETFs), Listed Investment Trusts (LITs) and Listed Investment Companies (LICs).
The following information relates to the Full Menu option on BT Panorama. A Compact Menu option is also available, which may not include some of the investments listed below.
Learn more about BT Panorama’s investment options
Login to BT Panorama to view all investment options.
- For managed funds navigate to Products > Managed Funds > Investment Options.
- For managed portfolios navigate to Products > Managed Portfolios > Investment Options.
- For super investment options navigate to Products > About Panorama > BT Panorama Super > Panorama Super Investment Options Booklet – Full Menu.
Managed Funds
| Fund Name | Investment Strategy | Month added |
|---|---|---|
| La Trobe Australian Credit Fund - 12 Month Term Account | Australian Fixed Interest | July 2024 |
| The Vaughan Nelson Global Equity SMID Fund | Australian Shares | July 2024 |
| JPMorgan Global Select Equity Fund - Class A Units | International Shares | June 2024 |
| JPMorgan Global Select Equity Fund - Class A Hedged Units | International Shares | June 2024 |
| Yarra Higher Income Fund | Australian Fixed Interest | June 2024 |
| Wilson Asset Management Leaders Fund | International Shares | June 2024 |
| Mutual High Yield Fund | Australian Fixed Interest | June 2024 |
| Generation Wholesale Global Share Fund | International Shares | June 2024 |
| Pzena Emerging Markets Value Fund (Wholesale) | International Shares | June 2024 |
| Coolabah Active Composite Bond Fund (Hedge Fund) | Alternative Investment | May 2024 |
Login to BT Panorama for a full list of managed funds. Navigate to Products > Managed Funds > Investment Options.
Managed Portfolios
| Managed Portfolio Name | Investment Strategy | Month Added |
|---|---|---|
| Drummond Private Markets Portfolio | Diversified | May 2024 |
| Vanguard Diversified High-Growth Portfolio | Diversified - High Growth | May 2024 |
| Vanguard Diversified Growth Portfolio | Diversified - Growth | May 2024 |
| Vanguard Diversified Balanced Portfolio | Diversified - Balanced | May 2024 |
| Vanguard Diversified Conservative Portfolio | Diversified - Moderate | May 2024 |
| Ord Minnett Australian Equities Growth Portfolio | Australian Shares | April 2024 |
| Watershed High Growth Portfolio | Diversified - High Growth | March 2024 |
| Watershed Growth Portfolio | Diversified - Growth | March 2024 |
| Watershed Balanced Portfolio | Diversified - Balanced | March 2024 |
| Watershed Moderate Portfolio | Diversified - Moderate | March 2024 |
Login to BT Panorama for a full list of managed portfolios. Navigate to Products > Managed Portfolios > Investment Options.
ETFs, LITs and LICs
| ETF, LIT and LIC Name | Investment Strategy | Month Added |
|---|---|---|
| Claremont Global Fund (Hedged) (Managed Fund) | International Shares | June 2024 |
| Claremont Global Fund (Managed Fund) | International Shares | June 2024 |
| VanEck Geared Australian Equal Weight Fund (Hedge Fund) | Australian Shares | May 2024 |
| BetaShares Nasdaq 100 Yield Max (Managed Fund) | International Shares | May 2024 |
| iShares Physical Gold ETF | Alternative Investment | April 2024 |
| iShares Core FTSE Global Property Ex Australia (AUDH) ETF | International Real Estate | April 2024 |
| BetaShares Australian Cash Plus Fund (Managed Fund) | Cash | April 2024 |
| Betashares Global Cash Flow Kings ETF | International Shares | March 2024 |
| VanEck 10+ Year Australian Government Bond ETF | Australian Fixed Interest | February 2024 |
| VanEck 5-10 Year Australian Government Bond ETF | Australian Fixed Interest | February 2024 |
Information current as at 10 July 2024
Login to BT Panorama to view the available ETFs, LITs and LICs. Navigate to Products.
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