BT Investment Funds
Essentials
- Start small and grow your wealth
- Suits investors seeking income or growth over the long term
- Offers 43 managed funds to choose from, covering all major asset classes
- Start with a one off investment of $5,000 or an initial contribution of $2,000 with a regular investment plan
- Receive a 100% rebate on entry fees when investing on your own through Westpac Broking
- Switch between funds and track your investment performance 24 hours a day using BT Online or by phone using BT Link.
Visit BT Investment Funds on the BT Financial Group website for more information.
Things you should know
- An investment in these products is not an investment in, deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (the Bank) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. The Bank is not the issuer of the products. Neither the Bank nor any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of the products.
Fund performance
Below are links to factsheets, unit prices and performance information 1 for funds available with this product. Select the funds that best meet your needs.
Diversified funds
| Risk & timeframe | Fund name | Factsheets | Information |
|---|---|---|---|
|
Aggressive 5+ years |
BT Multi-manager High Growth Fund 2 BTA0079AU |
Fund factsheet (PDF 120KB) |
|
|
Dynamic 5+ years |
BT Multi-manager Growth Fund 3 BTA0080AU |
Fund factsheet (PDF 120KB) |
Unit Prices
|
|
Dynamic 5+ years |
BT Future Goals Fund BTA0044AU
|
Fund factsheet (PDF 120KB) |
Unit Prices
|
|
Moderate 5+ years |
BT Multi-manager Balanced Fund 3 BTA0077AU |
Fund factsheet (PDF 120KB) |
Unit Prices
|
|
Moderate 5+ years |
BT Active Balanced Fund RFA0020AU
|
Fund factsheet (PDF 120KB) |
Unit Prices
|
|
Moderate 3+ years |
BT Tax Effective Income Fund RFA0034AU |
Fund factsheet(PDF 120KB) |
Unit Prices
|
|
Moderate 3+ years |
Barclays Diversified Growth S0089AU |
Fund factsheet (PDF 120KB) |
Unit Prices
|
|
Moderate 3+ years |
Schroders Balanced WFS0094AU |
Fund factsheet (PDF 120KB) |
Unit Prices
|
|
Conservative 3+ years |
BT Multi-manager Conservative Fund 3 BTA0078AU |
Fund factsheet (PDF 120KB) |
Unit Prices
|
|
Conservative 3+ years |
BT Income Plus Fund BTA0042AU |
Fund factsheet (PDF 120KB) |
Unit Prices
|
|
Conservative 3+ years |
UBS Defensive Investment WFS0097AU |
Fund factsheet (PDF 120KB) |
Unit Prices
|
Diversified share funds
| Risk & timeframe | Fund name | Factsheets | Information |
|---|---|---|---|
|
Aggressive 5+ years |
BT Diversified Share Fund RFA0033AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
International share funds
| Risk & timeframe | Fund name | Factsheets | Information |
|---|---|---|---|
|
Aggressive 5+ years |
BT International Fund BTA0024AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Aggressive 5+ years |
BT Core Hedged Global Share Fund RFA0030AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Aggressive 5+ years |
BT American Share Fund BTA0023AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Aggressive 5+ years |
BT Asian Share Fund BTA0026AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Aggressive 5+ years |
BT European Share Fund BTA0025AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Aggressive 5+ years |
BT Japanese Share Fund BTA0131AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Aggressive 5+ years |
BT Technology Fund 4 BTA0127AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Aggressive 5+ years |
BT Partner International Shares Core 3 BTA0249AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Aggressive 5+ years |
BT Partner International Shares Growth 3 BTA0075AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Aggressive 5+ years |
BT Partner International Shares Value 3 BTA0076AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Aggressive 5+ years |
Aberdeen Actively Hedged International Equities # WFS0090AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Aggressive 5+ years |
Intech High Opportunity WFS0390AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Aggressive 5+ years |
Platinum International WFS0092AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Aggressive 5+ years |
UBS International Share WFS0099AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
# Formerly known as Credit Suisse International Share
Australian share funds
| Risk & timeframe | Fund name | Factsheets | Information |
|---|---|---|---|
|
Dynamic 5+ years |
BT Australian Share Fund BTA0021AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Dynamic 5+ years |
BT Imputation Fund RFA0019AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Aggressive 7+ years |
BT Geared Imputation Fund RFA0062AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Aggressive 5+ years |
BT Smaller Companies Fund RFA0012AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Dynamic 5+ years |
BT Partner Australian Shares Core 1BTA0072AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Dynamic 5+ years |
BT Partner Australian Shares Growth 3, 4 BTA0073AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Dynamic 5+ years |
BT Partner Australian Shares Value 3 BTA0074AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Dynamic 5+ years |
Investors Mutual Australia Share WFS0091AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Dynamic 5+ years |
Schroder Australia Share WFS0093AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Dynamic 5+ years |
UBS Australian Share WFS0096AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
Property funds
| Risk & timeframe | Fund name | Factsheets | Information |
|---|---|---|---|
|
Moderate 5+ years |
BT Property Securities Fund BTA0051AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Dynamic 5+ years |
BT Global Property WFS0387AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Moderate 3+ years |
APN Property for Income WFS0088AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
Fixed interest funds
| Risk & timeframe | Fund name | Factsheets | Information |
|---|---|---|---|
|
Conservative 3+ years |
BT Fixed Interest Fund RFA0002AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Moderate 2+ years |
Schroders Hybrid Securities WFS0095AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
|
Conservative 3+ years |
UBS Diversified Fixed Income WFS0098AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
Cash funds
| Risk & timeframe | Fund name | Factsheets | Information |
|---|---|---|---|
|
Stable
|
BT Cash Management Trust BTA0002AU |
Fund factsheet (PDF 120KB) |
Unit Prices Performance |
Things you should know
- 1.Past performance is not a reliable indicated of future performance.
- 2.Formerly known as Multi-manager Diversified Share Fund - Change of fund name notice (PDF 57kb).
- 3.See the Multi-manager calculator.
- 4.Previously known as the BT TIME Fund.
- An investment in these products is not an investment in, deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (the Bank) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. The Bank is not the issuer of the products. Neither the Bank nor any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of the products.
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