The BT Wholesale Monthly Income Plus Fund – Profile
The financial goals and aspirations that once seemed achievable by investing in term deposits now look increasingly out of reach.
With the cash rate at historic lows and inflation a threat, the dilemma for many investment professionals is how best to provide consistent income coupled with some capital growth, whilst also aiming to preserve capital. At BT Investment Management we have addressed this and created an investment solution that offers your clients the best of both worlds.
The BT Wholesale Monthly Income Plus Fund is designed for investors who are seeking a regular income and the potential for some long-term capital growth, with a strong focus on capital preservation.