The latest reports on our portfolios and underlying investment managers.

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

Information on the Investment Managers including manager profiles and videos.

Introducing CoreSeries
  • 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

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


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The information shown in this document is general information only. It does not constitute any recommendation or advice. It has been prepared without taking into account any retail client’s personal objectives, financial situation or needs and so a retail investor should consider its appropriateness having regard to these factors before acting on it. A retail client should consider obtaining independent advice from a professional financial adviser before making any financial decisions in relation to the matters disclosed hereto.

Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios (BTMP). CoreSeries Portfolios are a range of managed portfolio options available within BTMP.  BTMP is available through Panorama Investments or Panorama Super.  BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates Panorama Investments and administers Panorama Super. BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM) is the trustee and issuer of Panorama Super, which is part of Retirement Wrap ABN 39 827 542 991. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Cash Management Account (BT CMA) and the BT Cash Management Account Saver (BT CMA Saver). Together, these products are referred to as the Panorama products.

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Information current as of 30 November 2018.

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