The latest reports on our portfolios and underlying investment managers.

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Articles, reports and videos on the latest developments in markets and the economy.

Information on the Investment Managers including manager profiles and videos.

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  • Six investment portfolios intended to meet the needs of a range of investors and risk profiles. Structured as an SMA with comprehensive reporting, research and tools.

  • Delivering investment managers and strategies from around the world with access to opinions and insights from the managers themselves.

  • Investment, administration and client servicing support with self-service options and access to investment specialists.

Investment objective*:
The portfolio aims to achieve an Inflation (Consumer Price Index)** + 4.5% pa objective (net of fees and costs) over rolling seven year periods by taking exposures to mix of growth asset classes.

Typical allocation:
97% growth; 3% defensive.

Investment objective*:
The portfolio aims to achieve an Inflation (Consumer Price Index)** + 4% pa objective (net of fees and costs) over rolling six year periods by taking exposures to a mix of growth and defensive asset classes.

Typical allocation:
85% growth; 15% defensive.

Investment objective*:
The portfolio aims to achieve an Inflation (Consumer Price Index)** + 3.5% pa objective (net of fees and costs) over rolling 5 year periods by taking exposures to a mix of growth and defensive asset classes.

Typical allocation:
70% growth; 30% defensive.

Investment objective*:
The portfolio aims to achieve an Inflation (Consumer Price Index)** + 2.5% pa objective (net of fees and costs) over rolling four year periods by taking exposures to a mix of growth and defensive asset classes.

Typical allocation:
50% growth; 50% defensive.

Investment objective*:
The portfolio aims to achieve an Inflation (Consumer Price Index)** + 1.5% pa objective (net of fees and costs) over rolling four year periods by taking exposures to a mix of growth and defensive asset classes.

Typical allocation:
45% growth; 55% defensive.

Investment objective*:
The portfolio aims to achieve an Inflation (Consumer Price Index)** + 1.5% pa objective (net of fees and costs) over rolling 3 year periods by taking exposures to a mix of growth and defensive asset classes.

Typical allocation:
30% growth; 70% defensive.

* Please refer to the section 'What are the risks?' in the BT Managed Portfolios PDS (Part 1), including the risk that performance objectives may not be achieved.
** CPI Inflation: The Australian `Consumer price index  - All group' measured on non-seasonally adjusted basis, which is the total or `headline' consumer price index. Percentage changes are calculated from the indices published in ABS Cat No 6401.0

Australian Equities

FIL Investment Management (Australia) Limited
Nikko AM Limited
Realindex Investments Pty Ltd
Solaris Investment Management Limited

Fixed Income & Cash

AMP Capital Investors Limited
Janus Henderson Investors (Australia) Institutional Funds Management Limited
Kapstream Capital Pty Limited
Pendal Institutional Limited
PIMCO Australia Pty Limited
Wellington Management Australia Pty Ltd
Western Asset Management Company Pty Ltd

International Equities

Ardevora Asset Management LLP
River and Mercantile Asset Management LLP
Russell Investments Group LLC
T. Rowe Price Australia Limited
Wellington Management Australia Pty Ltd

Property & Infrastructure

Heitman Real Estate Securities LLC
Magellan Asset Management Limited

Alternatives

BlackRock Investment Management (Australia) Limited

Perspectives 28 Nov 2018
Michael McCorry, BlackRock Chief Investment Officer (Australia), outlines the global investment outlook and the key role performed by Alternatives
3 min watch
Perspectives 28 Nov 2018

This investor psychology paper by Morgan Housel outlines what other industries can teach us about investing.

5 min read
Perspectives 07 Nov 2018
Bo Meunier, Equity Portfolio Manager at Wellington Management Australia talks China, innovation and investment opportunities.
4 min watch

This communication has been prepared for use by advisers only. It must not be made available to any retail client and any information in it must not be communicated to any retail client or attributed to the issuer.

Westpac Financial Services Limited ABN 20 000 241 127 AFSL No. 233716 (‘WFSL’) is the responsible entity of the BT Managed Portfolios ('BTMP'). A Product Disclosure Statement ('PDS') for BTMP can be obtained by calling 1300 881 716. The Financial Services Guide (FSG) for WFSL can be obtained via the Product Disclosure Statement page on bt.com.au. You should obtain and consider the PDS and FSG before deciding whether to acquire, continue to hold or dispose of an interest in BTMP. WFSL is a subsidiary of Westpac Banking Corporation ABN 33 007 457 141 AFSL 233714 ('Westpac'). An investment in BTMP is not an investment in, deposit with, or other liability of Westpac or any other company in the Westpac Group. An investment in a BTMP 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 WFSL, stands behind or otherwise guarantees the capital value or investment performance of BTMP.

While all reasonable care has been taken in preparing the information set out on this webpage, 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 on this webpage.

Any projections mentioned on this webpage 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 risk and return outcomes can materially differ from these projections.

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