Six investment portfolios intended to meet the needs of a range of investors and risk profiles. Structured as a separately managed account (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.
CoreSeries offers six portfolios designed to meet the needs of investors. The portfolios are diversified and actively managed by a highly-experienced and well-resourced investment team that focuses on maximising returns, minimising costs and managing risk.
* 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
With CoreSeries, you can provide suitable clients access to a range of high-quality investment managers across five core asset classes.
The information on this page 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.
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.
A Product Disclosure Statement or other disclosure document (PDS) for the Panorama products can be obtained by contacting BT on 1300 881 716. A retail investor should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the Panorama products. Conditions, fees and charges apply for the Panorama products and may change. The Panorama products are only available in Australia.
BTPS, BTFM and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities, the BT CMA, the BT CMA Saver or underlying bank accounts held at Westpac through their Panorama Super transaction account acquired through the Panorama operating system, an investment acquired using the Panorama operating system is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of any investments acquired through the Panorama operating system.
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 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 results actually achieved may differ materially from these projections.
This information may contain 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, no company in the Westpac Group accepts any responsibility for the accuracy or completeness of, or endorses any such material. Except where contrary to law, we intend by this notice to exclude liability for this material.
Information current as of 26 February 2019.
© Westpac Financial Service Limited - A Division of Westpac Banking Corporation