|Ready-made||Build your own|
Start with a diversified managed portfolio option from the BT Managed Portfolios, with the choice of adding more investments at your own pace.
5 managed portfolios
Build a portfolio from a range of investment choices across listed securities, managed portfolios, managed funds, and term deposits.
2000+ ASX listed shares
7 managed portfolios
50+ managed funds
24 Term deposits
|Ease and simplicity||Your deposits are auto-invested into BT Managed Portfolios, then professionally managed and rebalanced according to your chosen managed portfolio option||Select, manage and monitor all your investments centrally in the one account, without the hassle from having to maintain and monitor investments separately.|
|Expert management||Have peace of mind knowing the portfolio options are expertly managed by a professional investment manager.||Choose from professionally managed investments typically not readily available, and at a lower cost, to retail investors.|
|Selection and monitoring||Your selected managed portfolio option is regularly monitored to ensure it remains suited to its stated investment objective and strategy.||All investments offered through BT Invest are selected and monitored to ensure they remain compliant with our investment selection policy.|
|Access your investments||Get started with as little as $1000 (keeping $100 in your BT Cash hub). Withdrawals are made online.||Keep as little as $100 in your BT Cash Hub. You can sell investments online then you can withdraw amounts to external accounts.|
|Comprehensive reporting||For your managed portfolio option and BT Cash investments, you’ll have easy to understand online reporting and regular email updates to keep you up to date and ready at tax time, on your desktop, tablet or phone.||Across all your chosen investments, you’ll have easy to understand online reporting and regular email updates to keep you up to date and ready at tax time, on your desktop, tablet or phone.|
|Learn more||Learn more|
This summary sets out the general risks associated with BT Invest and investments accessed through BT Invest. It is not an exhaustive list of all the risks of investing. You should refer to the BT Invest Investor Guide and the disclosure documents for the specific investments available through BT Invest (including the PDS for BT Cash and BT Managed Portfolios) to better understand the risks of investing. These disclosure documents, can be found here.