BT Private Portfolio
Essentials
- Individually managed account offering 1
- Offers direct ownership of Australian shares and listed property across a diverse range of investments
- Provides access to other asset classes through funds managed by BT and alliances with global investment managers
- A dedicated Portfolio Manager draws on research provided by BT’s team of equity and property analysts to create and manage your investment portfolio
- Covers a range of risk/return preferences and investment styles
- Portfolios are structured and managed for tax efficiency
- Provides online access to an extensive list of reports, market updates and market performance benchmarks.
Visit BT Private 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. $1 million 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.
- Investments in these products are not investment deposits or other liabilities of Westpac Banking Corporation ABN 33 007 457 141 (Westpac) or member companies of the Westpac Group unless otherwise stated. They are subject to investment and other risk, including possible delays in payment of withdrawal amounts in some circumstances, and loss of investment value, including principal invested. None of these companies guarantee the repayment of capital or the investment performance of the Funds.
