BT Investment Funds - Fund Fact Sheets
Changes to investment managers together with information about current investment managers for particular investment options will generally be posted here.
Detailed information about your investment options, including investment objective, investment strategy and updated asset allocation information is available in the Fund Fact Sheet for each investment option.
Select from the list below to access your investment optionís fund fact sheet:
BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724, BT Funds Management No. 2 Limited ABN 22 000 727 659, AFSL No. 233720 and Westpac Financial Services Limited ABN 20 000 241 127, AFSL No. 233716 are the responsible entities and issuer of units in the BT Investment Funds.
BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724 is the responsible entity and issuer of units in the BT Premium Cash Fund.
BT Funds Management Limited ABN 63 002 916 458, AFSL No. 233724 and BT Funds Management No. 2 Limited ABN 22 000 727 659, AFSL No. 233720 are the responsible entities and issuer of units in the BT Classic Investment Funds.
A Product Disclosure Statement (PDS) is available for BT Investment Funds, BT Premium Cash Fund and BT Classic Investment Funds and can be obtained by calling 0800 800 661 or +(64 9) 367 3300, or by clicking here. The responsible entity of each investment option is set out in the relevant PDS or disclosure document. You should obtain and consider the PDS or relevant disclosure document before deciding whether to acquire, continue to hold or dispose of interests in the investment options.
The information shown on this site does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.
BT Funds Management Limited, BT Funds Management No. 2 Limited and Westpac Financial Services Limited are members of the Westpac Group. An investment in the BT Investment Funds, BT Premium Cash Fund and BT Classic Investment Funds is not an investment in, a 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 and loss of income and principal invested. None of the Bank, any other company in the Westpac Group or any appointed investment manager stands behind or otherwise guarantees the capital value or investment performance of any investment option.
© BT Financial Group - A Division of Westpac Banking Corporation.