The Managed Portfolio Series (MPS) Funds have been designed for use within the BT Managed Portfolios and provide access to specialist investment expertise.
In selecting the investment managers for the MPS Funds, we are not constrained to investment strategies currently available in the Australian market and can utilise our extensive research networks to identify compelling investment capabilities often only available to large institutional investors.
These selected investment strategies are implemented within individual MPS Funds and then expertly combined by our Portfolio Construction Team to create a range of portfolios accessible through BT Managed Portfolios. The MPS Funds are only available as an underlying component within the BT Managed Portfolios.
Westpac Financial Services Limited ABN 20 000 241 127 AFSL No. 233716 (‘WFSL’) is the responsible entity and issuer of units in each of the Managed Portfolio Series Funds (each a 'Fund'). A Product Disclosure Statement ('PDS') for each Fund can be obtained by calling 1800 819 935, or via the links in the Fund list above. 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 units in a Fund.
WFSL is a subsidiary of Westpac Banking Corporation ABN 33 007 457 141 AFSL 233714 ('Westpac'). An investment in a Fund is not an investment in, deposit with, or other liability of Westpac or any other company in the Westpac Group. An investment in a Fund 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 any Fund.
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.