To create Wholesale Plus Funds, BT worked with a range of reputable fund managers to deliver some of their best-rated and most popular wholesale funds at a reduced investment cost. These funds provide exposure to the underlying wholesale funds but generally have a lower management fee and are only available through BT's platforms.
Target Market Determinations for these products are available at bt.com.au/tmd
Target Market Determinations for these products are available at bt.com.au/tmd
Target Market Determinations for these products are available at bt.com.au/tmd
Target Market Determinations for these products are available at bt.com.au/tmd
Target Market Determinations for these products are available at bt.com.au/tmd
Additional Information Booklet (PDF 1 MB)
Buy - Sell Spreads (PDF 127 KB)
Monthly Performance Summary (PDF 272KB)
Watch short ‘Meet the fund manager’ videos to learn about each fund’s investment strategy, attributes and portfolio investments directly from the fund managers.
Westpac Financial Services Limited ABN 20 000 241 127 AFSL No. 233716 (‘WFSL’) is the responsible entity and issuer of each of the Wholesale Plus funds (each a 'Fund'). A Product Disclosure Statement ('PDS') and Target Market Determination (‘TMD’) are available for each Fund. The PDSs can be obtained by calling 1800 287 873, or via the links in the Fund list above. The TMDs are available at www.bt.com.au/tmd. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of an interest in a Fund.
WFSL is the responsible entity of the BT Managed Portfolios ('BTMP'). A PDS for BTMP can be obtained via the Panorama platform or a hardcopy 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. The TMD is available at www.bt.com.au/tmd. 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 and Australian Credit Licence 233714 ('Westpac'). An investment in a Fund or BTMP is not an investment in, deposit with, or other liability of Westpac, any Division of Westpac or any other company in the Westpac Group. It is subject to investment risk, including possible delays in the payment of withdrawals 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 Fund or BTMP.
Other than Macquarie Bank Limited ABN 46 008 583 543 (‘MBL’), none of the Macquarie Group entities are authorised deposit-taking institutions for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these entities do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise. The information provided is general in nature only and does not take into account your personal objectives, financial situation or needs, so its appropriateness will need to be considered having regard to your personal objectives, financial situation and needs.
Information current as at 14 May 2024.
This disclaimer was prepared by WFSL, a part of Westpac.