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Colonial First State Australian Shares Investment Option

This is an investment option available in both the BT Business Super fund and BT Lifetime Super Employer Plan.

Investment objective

Providing long term capital growth with some income by investing in a broad selection of Australian companies.

colonial first state imputation

 

 

 

 

 

 

 

Investment strategy

Investing in a broad selection of Australian companies by investing in the Colonial First State Wholesale Imputation Fund.

Who should invest?

This Investment Option is suitable for investors who:

  • Have at least a 5 year long-term investment timeframe
  • Are looking to build wealth over time
  • Accept the volatility and risks associated with share market investment.
Things you should know

Westpac Securities Administration Limited ABN 77 000 049 47 is the trustee of the BT Business Super fund and is the issuer of interests in the Fund. A Product Disclosure Statement (PDS) is available for the Fund and can be obtained by calling 132 135, downloading the BT Business Super Product Disclosure Statement (PDF 1MB), or visiting a BT Investor Centre. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in the Fund.

Investments in BT Business Super and underlying investment options, are not deposits or other liabilities of the Bank or any other member of the Westpac Group. They are subject to investment risk, including possible delays in repayment and loss of income and principal invested. Neither the Bank, nor any other member of the Westpac Group, guarantees the capital value or performance of these investments or the assets of BT Business Super except as specified in the information brochure.

A Financial Services Guide for BT Business Super Fund can be obtained by downloading here, calling 1300 553 010, visiting www.bt.com.au or from any Westpac branch.

BT Funds Management Limited ABN 63 002 916 458 is the trustee of the BT Lifetime Super Employer Plan and is the issuer of interests in the fund. A Product Disclosure Statement (PDS) is available for the fund and can be obtained by calling 132 135, downloading BT Lifetime Super Employer Plan Product Disclosure Statement (PDF 1MB), or visiting a BT Investor Centre. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of interests in the fund.

You can download the Financial Services Guide for BT Lifetime Super Employer Plan or obtain a copy by calling 1300 553 010, visiting www.bt.com.au or from any Westpac branch.