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.
BT Funds Management Limited ABN 63 002 916 458 AFSL No. 233724 ('BTFM') or 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 Wholesale Plus funds (each a 'Fund'). A Product Disclosure Statement ('PDS') for each Fund can be obtained by calling 1800 287 873, or via the links in the Fund list above. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of units in a Fund. BTFM and WFSL are subsidiaries 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 BTFM, stands behind or otherwise guarantees the capital value or investment performance of any Fund.
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.