BT Investor Choice Funds

Essentials

Essentials

Design your portfolio to suit your needs

Suits investors seeking income or growth over the long term
Offers a range of investment options covering various asset classes, diversified funds and socially responsible investments
Contribution fee or nil contribution fee versions of most funds
Minimum investment of $5,000 or an initial contribution of $2,000 with a regular investment plan of $100 per month
Switch between funds and track your investment performance 24 hours a day using BT Online or by phone using BT Link.

Visit BT Investor Choice Funds on the BT Financial Group website for more information on investment options including fund fact sheets, unit prices and performance.

Things you should know

Westpac Financial Services Ltd ABN 20 000 241 127 is the responsible entity of the BT Investor Choice Funds and is the issuer of interests in the BT Investor Choice Funds. A Product Disclosure Statement is available for the BT Investor Choice Funds and can be downloaded above or obtained by calling 1300 661 577 or visiting www.bt.com.au. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in the BT Investor Choice Funds.
A Financial Services Guide for the responsible entity of the BT Investor Choice Funds can be downloaded above, or obtained by calling 1300 661 577, visiting www.bt.com.au or from any Westpac branch.
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.
To view PDF files you need Adobe Acrobat Reader. Use Adobe's online PDF conversion tools to convert to another format.

Online Investing Online Investing with Westpac Securities
- Online Investing
  Invest in shares, options, warrants, ETFs, managed funds, IPOs and more.
  
  Apply (Online Investing )
- Sell Only Service
  Sell shares without opening an account.
Cash rate fund Invest in cash, deposit accounts and money market securities for competitive interest rates.
- BT Premium Cash Fund
  A cash fund that aims to pay a highly competitive rate of return.
  
  Apply (BT Premium Cash Fund )
Managed funds Pool your money with other investors for extra buying power.
- Westpac Diversified Property Fund
  An open-ended, unlisted property fund that invests directly in retail, office and industrial properties in Australia.
- Westpac Office Trust
  Suits investors looking for exposure to commercial property targeting regular income.
- BT Investment Funds
  Suits investors seeking income or growth over the long term.
  
  Apply (BT Investment Funds )
- BT Investor Choice Funds
  A range of investment options covering various asset classes.
  
  Apply (BT Investor Choice Funds )
- Westpac Foundation Plans
  A tax-effective way to invest a lump sum or save to meet long term financial goals like education.
  
  Apply (Westpac Foundation Plans )
Managed accounts Invest in a diversified portfolio of securities to meet your specific investment goals.
- Westpac BlueChip20
  Build a portfolio of Australia's top 20 blue chip shares.
  
  Apply (Westpac BlueChip20 )
- BT Elect Portfolio
  Direct access to Australian shares and listed property trusts.
  
  Apply (BT Elect Portfolio )
- BT Private Portfolio
  Access to other asset classes through funds managed by BT and alliances with global investment managers.
  
  Apply (BT Private Portfolio )
Borrow to invest Build your wealth with loans for investing in approved listed shares and managed funds.
- Standard BT Margin Loan
  Suits those who want to borrow to invest in shares or managed funds.
  
  Apply (Standard BT Margin Loan )
- BT Margin Lending_Online
  A BT Margin Loan which is linked to a Westpac Online Investing account and attracts a lower interest rate.
  
  Apply (BT Margin Lending_Online )
- Westpac BlueChip20
  Build a portfolio of Australia's top 20 blue chip shares.
  
  Apply (Westpac BlueChip20 )
- Westpac Self-Funding Instalments
  Accelerate your wealth by borrowing to invest in shares but with lower capital outlay upfront.
  
  Apply (Westpac Self-Funding Instalments )
Wrap products Simplify the investment process and save time and money with a wrap product.
- BT Portfolio Wrap
  Access over 100 managed funds from 26 different investment managers.
  
  Apply (BT Portfolio Wrap )
- BT Portfolio Wrap Essentials
  Suits smaller investors who want the easy administration benefits of a wrap account.
  
  Apply (BT Portfolio Wrap Essentials )
Alternative investments Investment products other than the traditional stocks, bonds, money markets and cash.
- Westpac Range Accrual Deposits
  A tailored investment and potential rate of return to match your appetite for risk.
  
  Apply (Westpac Range Accrual Deposits )
- Westpac Office Trust
  Suits investors looking for exposure to commercial property targeting regular income.
All Investment accounts

Investments

BT Investor Choice Funds

Essentials

Related documents

Things you should know

View products...