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The following form allows you to search all of BT.

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    Wholesale Plus Funds

    More investors are seeking quality investments at a lower price. That’s why we’ve created the Wholesale Plus Fund series – access to a range of popular wholesale funds, generally delivered at a lower ongoing investment cost, available exclusively through BT platforms.

    Return to Wholesale Plus Funds

    Quarterly Fund Factsheets

    Diversified

    Target Market Determinations for these products are available at bt.com.au/​tmd

    • Pendal Wholesale Plus Active Balanced Fund (PDF 155 KB)
    • Pendal Wholesale Plus Active Conservative Fund (PDF 155 KB)
    • Pendal Wholesale Plus Active Growth Fund (PDF 155 KB)
    • Pendal Wholesale Plus Active High Growth Fund (PDF 155 KB)
    • Pendal Wholesale Plus Active Moderate Fund (PDF 155 KB)
    • Schroder Wholesale Plus Real Return Fund (PDF 150 KB)

    Australian Equity

    Target Market Determinations for these products are available at bt.com.au/​tmd

    • Bennelong Wholesale Plus ex-20 Australian Equities Fund (PDF 160 KB)
    • Fidelity Wholesale Plus Australian Equities Fund (PDF 175 KB)
    • Ironbark Renaissance Wholesale Plus Australian Small Companies Fund (PDF 185 KB)
    • Tyndall Wholesale Plus Australian Share Fund (PDF 175 KB)
    • Tyndall Wholesale Plus Australian Share Income Fund (PDF 180 KB)
    • Pendal Wholesale Plus Australian Share Fund (PDF 180 KB)
    • Perpetual Wholesale Plus Australian Share Fund (PDF 180 KB)
    • Schroder Wholesale Plus Australian Equity Fund (PDF 185 KB)
    • Spheria Wholesale Plus Australian Smaller Companies Fund (PDF 175 KB)

    International Equity

    Target Market Determinations for these products are available at bt.com.au/​tmd

    • Antipodes Wholesale Plus Global Fund (PDF 205 KB)
    • Fidelity Wholesale Plus Global Equities Fund (PDF 200 KB)
    • Magellan Wholesale Plus Global Fund (PDF 200 KB)
    • Pendal Wholesale Plus Global Emerging Markets Opportunities (PDF 205 KB)
    • Barrow Hanley Wholesale Plus Global Equity Fund (PDF 205 KB)
    • T. Rowe Price Wholesale Plus Global Equity Fund (PDF 200 KB)
    • Talaria Wholesale Plus Global Equity Fund (PDF 215 KB)
    • Walter Scott Wholesale Plus Global Equity Fund (PDF 205 KB)

    Australian Fixed Income

    Target Market Determinations for these products are available at bt.com.au/​tmd

    • Macquarie Wholesale Plus Corporate Bond Fund (PDF 200 KB)
    • Macquarie Wholesale Plus Income Opportunities Fund (PDF 200 KB)
    • Pendal Wholesale Plus Fixed Interest Fund (PDF 205 KB)
    • Perpetual Wholesale Plus Diversified Income Fund (PDF 205 KB)
    • Schroder Wholesale Plus Fixed Income Fund (PDF 195 KB)
    • UBS Wholesale Plus Australian Bond Fund (PDF 200 KB)

    International Fixed Income

    Target Market Determinations for these products are available at bt.com.au/​tmd

    • PIMCO Wholesale Plus Global Bond Fund (PDF 220 KB)

    Australian and International Fixed Income

    Target Market Determinations for these products are available at bt.com.au/​tmd

    • Kapstream Wholesale Plus Absolute Return Income Fund (PDF 220 KB)
    • PIMCO Wholesale Plus Diversified Fixed Interest Fund (PDF 225 KB)

    Property and Infrastructure

    Target Market Determinations for these products are available at bt.com.au/​tmd

    • ClearBridge RARE Infrastructure Wholesale Plus Value Fund - Hedged (PDF 210 KB)
    • ClearBridge RARE Infrastructure Wholesale Plus Value Fund - Unhedged (PDF 210 KB)
    • Dexus Wholesale Plus AREIT Fund (PDF 175KB)
    • Macquarie Wholesale Plus International Infrastructure Securities Fund (Hedged) (PDF 358 KB)
    • Magellan Wholesale Plus Infrastructure Fund (PDF 200 KB)
    • Pendal Wholesale Plus Property Securities Fund (PDF 200 KB)

    Alternative

    Target Market Determinations for these products are available at bt.com.au/​tmd

    • Man AHL Wholesale Plus Alpha (AUD) (PDF 146KB)

    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 1300 881 716, 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 17 February 2025.

    This disclaimer was prepared by WFSL, a part of Westpac.

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    The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. The issuers of the products named on this website can be found in the relevant disclosure document. Read the disclosure documents for your selected product before deciding. Target Market Determinations for our products can be found here. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.

    © BT - Part of Westpac Banking Corporation