BT Invest

BT Invest is not available to new investors from 11 February 2022. Existing customers in BT Invest are not impacted by the closure to new investors and will continue to have access to all features and functionality of the product.

Bank of Melbourne has partnered with BT

To help you do more with your investments, we’ve partnered with BT – Bank of Melbourne's wealth expert and one of Australia’s leading investment specialists. BT has been helping Australians manage, grow and protect their money since 1969.

Two ways to invest

You can choose between Ready-made or Build your own portfolios:

A snapshot of fees & costs*

The following administration fees apply to your account, plus fees for your selected investments.

All costs are inclusive of GST unless otherwise stated.

The Detail

BT Invest Target Market Determination

BT Invest Cash Management Account Target Market Determination

BT Managed Portfolios Target Market Determination

BT Panorama Financial Services Guide

BT Invest Managed Portfolios PDS

BT Invest Managed Portfolios PDS Part 1
General information

BT Invest Managed Portfolios PDS Part 2
Investment Options Booklet

BT Managed Portfolios Target Market Determination

Ready-made portfolios - Fact sheets

Mercer Passive Conservative Portfolio

Mercer Passive Moderate Portfolio

Mercer Passive Balanced Portfolio

Mercer Passive Growth Portfolio

Mercer Passive High Growth Portfolio

Sector portfolios - Fact sheets

DNR Capital Australian Equities High Conviction Portfolio

Pendal Australian Shares Portfolio

Pendal Sustainable Future Australian Shares Portfolio

BT S&P/ASX 20 Shares Portfolio

Antares Dividend Builder Portfolio

Proxy Voting Record

BT Managed Portfolios Proxy Voting Record

The information on this webpage about BT Invest has been prepared by BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) and is current as at January 2019. The information provided is general in nature and 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. All examples and images are for illustrative purposes only. Your portfolio value and performance are likely to be different and will depend on the investment options you have selected and the time period over which you are invested in those options. Past performance is not a reliable indicator of future performance.

BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates BT Invest. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Invest Cash Management Account (BT Invest CMA). Together, these products are referred to as the BT Invest products.

A Product Disclosure Statement or other disclosure document (PDS) for the BT Invest products can be obtained by contacting BT on 1300 881 716 or by clicking here. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the BT Invest products.

BTPS and WFSL are subsidiaries of Westpac. Apart from any interest investors may have in Westpac term deposits, Westpac securities or the BT Invest CMA acquired through the BT Invest products, an investment in, or acquired using, the BT Invest products is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac and its related entities do not stand behind or otherwise guarantee the capital value or investment performance of any investments in, or acquired through, the BT Invest products.

© BT Portfolio Services Ltd 2019