Product updates and disclosure notices

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Investment Funds

Please also see BT Super Invest below.

Important notice

On 1 April 2023, the sale of Advance Asset Management Limited ABN 98 002 538 329, AFSL 240902 (AAML) to Mercer (Australia) Pty Ltd ABN 32 005 315 917 (Mercer) was completed.

This means that AAML managed fund holdings, balances, investor details and any applicable adviser details have transitioned to Mercer. More information on the transition to Mercer.

BT Classic Investment Funds

 

BT Investment Funds

 

BT Investor Choice Funds

 

Wholesale Plus Funds

 

Wrap Essentials Investment Funds

 

Superannuation

BT Super Invest

No product updates.

Each year we’re required to complete an assessment of BT’s superannuation products. View the results of each assessment.

We may also become aware of information that is not generally available but if it were generally available, would reasonably be expected to have a material effect on the price or value of interests in a managed fund.

Currently there are no disclosure notices for our managed funds.

Supplementary disclosure documents

Supplementary disclosure documents are now included with the full PDS on the "Download" page for each product - please return to the Product disclosure documents page to access these documents.

Notice of reliance

The following registered managed investment schemes operated by BT Funds Management No. 2 Limited (ABN 22 000 727 659, AFSL 233720) (BTFM2) or Westpac Financial Services Limited (ABN 20 000 241 127, AFSL 233716) (WFSL) as the responsible entity, rely on the ASIC Corporations (Discretions for Setting the Issue Price and Withdrawal Price for Interests in Managed Investment Schemes) Instrument 2023/693. 

WFSL as the Responsible Entity for:

Scheme name ARSN
Macquarie Dynamic Bond Fund
Fidelity Australian Equities Fund
BT American Share Fund
BT Asian Share Fund
BT Cash Management Trust
BT European Share Fund
BT Future Goals Fund
BT International Fund
BT Property Securities Fund
BT Technology Fund
BT Wellington Global Opportunistic Value Fund
BT Investor Choice All Australian Growth Share Fund
BT Investor Choice All Australian Share Fund
BT Investor Choice Australian Bond Fund
BT Investor Choice Australian Property Securities Fund
BT Investor Choice Balanced Growth Fund
BT Investor Choice Cash Management Trust
BT Investor Choice Dynamic Growth Fund
BT Investor Choice International Share Fund
BT Investor Choice Moderate Growth Fund
BT Investor Choice All Australian Share Fund NEF
BT Investor Choice Australian Growth Share Fund
BT Investor Choice Australian Share Fund
BT Balanced Returns Fund
BT Premium Cash Fund
111 628 490
131 109 021
087 587 906
087 595 131
087 531 539
087 596 227
087 593 128
087 594 625
087 588 627
091 512 426
105 250 726
091 421 304
091 421 055
088 185 826
088 186 770
088 162 118
088 187 928
088 185 059
088 187 599
088 185 442
100 438 220
088 186 323
088 187 348
087 593 057
089 299 730

BTFM2 as the Responsible Entity for:

Scheme name ARSN
BT Australian Share Fund
BT Imputation Fund
BT Smaller Companies Fund
BT Active Balanced Fund - NEF
BT Core Australian Share Fund
BT Natural Resources Fund
BT Split Growth Fund
BT Tax Effective Income Fund - NEF
087 595 739
089 839 912
089 133 666
089 133 746
089 134 001
089 134 341
087 531 575
089 134 136