BT Elect Portfolio
Essentials
- Separately managed account offering 1
- Provides direct access to Australian shares and listed property trusts without you having to spend time on research and daily monitoring of your portfolio
- Provides access to BT’s professional portfolio management team
- Individual securities are owned by you within a managed investment structure
- Portfolios are structured and managed for tax efficiency
- Offers a range of model portfolios designed to match different investor objectives and risk/return profiles
- Provides online access to an extensive list of performance reports, market updates and market performance benchmarks.
Visit BT Elect Portfolio on the BT Financial Group website for more information. This product is provided by BT Financial Group as an agent for Westpac.
Things you should know
- 1. $100,000 minimum investment.
- This information has been prepared without taking account of your objectives, financial situation or needs. It should not be considered a comprehensive statement on any matter nor relied upon as such. Because of this you should, before acting on this information, seek independent financial and taxation advice to determine its appropriateness to your objectives, financial situation and needs.
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Investments in this product are not investments, deposits or other liabilities of the Trustee, Westpac Banking Corporation ABN 33 007 457 141 (Westpac) or member companies of the Westpac Group. The repayment of capital and investment performance are not guaranteed except as stated in the product's offer document. Investments are subject to investment and other risks, including possible delays in payment of withdrawal proceeds in some circumstances, and loss of income and principal invested.
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