Wholesale Plus Funds: designed for modern portfolio construction

Information current as at 11 August 2026.

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

This website has been prepared for use by financial advice professionals only. It must not be made available to any client and any information in it must not be communicated to any client. The information on this website provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such. This information does not take into account your clients’ personal objectives, financial situation or needs and so you and your clients should consider its appropriateness, having regard to these factors before acting on it.

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 https://www.bt.com.au/target-market-determinations.html. 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 https://www.bt.com.au/target-market-determinations.html.  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.

BTPS, BTFM and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities, the BT CMA, the BT CMA Saver or underlying bank accounts held at Westpac through their Panorama Super transaction account acquired through the Panorama operating system, an investment acquired using the Panorama operating system is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds 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 investments acquired through the Panorama operating system.

Other than Macquarie Bank Limited ABN 46 008 583 542 (‘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.