Enhance your investment capability with BTIM

Welcome to BT Investment Management, an ASX-listed pure investment manager with $77.2 billion in funds under management1. 

  • Potential
    Potential
  • Potential
    Capability
  • Potential
    Market Insights

Enhance your investment potential

Potential

Our investment team has a history of outperformance across equities, fixed interest, property and diversified strategies. We have been recognised with multiple awards for performance and product innovation2.

Investment Asset Classes

  • Australian <br> Equities

    Australian
    Equities

    We offer a broad range of Australian equities capabilities.

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  • Emerging <br> Markets

    Emerging
    Markets

    Invest in an actively managed portfolio of global emerging market shares.

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  • Income and <br> Fixed Interest

    Income and
    Fixed Interest

    Our income and cash portfolios utilise a disciplined investment process.

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  • Listed <br> Property

    Listed
    Property

    A strong valuation framework assists in analysing the complex property environment.

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  • Diversified <br>Strategies

    Diversified
    Strategies

    Our diversified funds combine traditional and alternative asset classes.

    View funds

Australian
Equities:

  • BT Wholesale Core Australian Share Fund

    Growth

    BT Wholesale Core Australian Share Fund

    Has delivered consistent risk-adjusted returns.

    The BT Wholesale Australian Core Share Fund is an actively managed portfolio of Australian shares.

    Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds its benchmark, the S&P/ASX 300 Accumulation Index over the medium to long term.

    View performance
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015.
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    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015.
  • BT Wholesale Focus Australian Share Fund

    Growth

    BT Wholesale Focus Australian Share Fund

    A high conviction portfolio of our best stock ideas.

    The BT Wholesale Focus Australian Share Fund is an actively managed concentrated portfolio of Australian shares.

    Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that significantly exceeds its benchmark, the S&P/ASX 300 Accumulation Index over the medium to long term.

    View performance
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015.
    Find out more
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015.
  • BT Wholesale MidCap Fund

    Growth

    BT Wholesale MidCap Fund

    An award-winning Fund that has delivered strong returns since inception in a high growth sector.

    The BT Wholesale MidCap Fund is an actively managed portfolio of Australian mid cap shares.

    Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds its benchmark, the S&P/ASX 150 ex 50 Accumulation Index over the medium to long term.

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    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015.
    Find out more
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015.
  • BT Wholesale Imputation Fund

    Growth & Income

    BT Wholesale Imputation Fund

    Aims to enhance after tax returns with franking credits. 

    The BT Wholesale Imputation Fund is an actively managed portfolio of Australian shares.

    Fund Objectives: The Fund aims to provide a return (before fees, costs and taxes) that exceeds its benchmark, the S&P/ASX 300 Accumulation Index over the medium to long term.

    View performance
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015.
    Find out more
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015.
  • BT Wholesale Smaller Companies Fund

    Growth

    BT Wholesale Smaller Companies Fund

    A high quality exposure to small caps, which has delivered outpeformance with strong risk processes.

    The BT Wholesale Smaller Companies Fund is an actively managed portfolio of Australian smaller companies shares.

    Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds its benchmark, the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term.

    View performance
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015.
    Find out more
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015.
See all our funds
in this asset class

Emerging
Markets:

  • BT Global Emerging Markets Opportunities Fund - Wholesale

    Growth

    BT Global Emerging Markets Opportunities Fund - Wholesale

    Access some of the best companies in the world’s fastest growing markets. A high conviction, country-driven approach with top quartile performance.

    The BT Global Emerging Markets Opportunities Fund is an actively managed portfolio of global emerging market shares. The portfolio is managed by J O Hambro Capital Management Limited.

    Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds its benchmark, the MSCI Emerging Markets (Standard) Index (Net Dividends) in AUD over the long term.

    View performance
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015. The BT Global Emerging Markets Opportunities Fund - Wholesale’s peer group outperformance is based on data from Morningstar database as at 30 June 2015.
    Find out more
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015. The BT Global Emerging Markets Opportunities Fund - Wholesale’s peer group outperformance is based on data from Morningstar database as at 30 June 2015.

Income and
Fixed Interest:

  • BT Wholesale Fixed Interest Fund

    Defensive

    BT Wholesale Fixed Interest Fund

    A proven approach to bonds; the #1 performing fixed interest fund over 1 year in 2014 & 2011.

    The BT Wholesale Fixed Interest Fund is an actively managed portfolio of primarily Australian fixed interest securities.

    Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds its benchmark, the Bloomberg AusBond Composite 0+ Yr Index over the medium term. The return is expected to be comprised primarily of income.

    View performance
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015. The BT Wholesale Fixed Interest Fund’s peer group outperformance is based on data from the Mercer database. Bloomberg Finance L.P. and its affiliates (collectively, “Bloomberg”) do not approve or endorse this material and disclaim all liability for any loss or damage of any kind arising out of the use of all or any part of this material.
    Find out more
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015. The BT Wholesale Fixed Interest Fund’s peer group outperformance is based on data from the Mercer database. Bloomberg Finance L.P. and its affiliates (collectively, “Bloomberg”) do not approve or endorse this material and disclaim all liability for any loss or damage of any kind arising out of the use of all or any part of this material.
  • BT Pure Alpha Fixed Income Fund

    Absolute Returns

    BT Pure Alpha Fixed Income Fund

    Low correlation to shares and bonds targeting returns 2-4% above cash.

    The BT Pure Alpha Fixed Income Fund is an actively managed portfolio that invests primarily in the Australian and New Zealand fixed interest and credit markets but may also invest in other countries and currencies.

    Fund Objective: The Fund aims to provide a total return (after fees, costs and taxes applicable to the Fund) that exceeds its benchmark, the Bloomberg AusBond Bank Bill Index* by 2 – 4% per annum, over the medium term.

    View performance
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015. Bloomberg Finance L.P. and its affiliates (collectively, “Bloomberg”) do not approve or endorse this material and disclaim all liability for any loss or damage of any kind arising out of the use of all or any part of this material.
    Find out more
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015. Bloomberg Finance L.P. and its affiliates (collectively, “Bloomberg”) do not approve or endorse this material and disclaim all liability for any loss or damage of any kind arising out of the use of all or any part of this material.
  • BT Wholesale Monthly Income Plus Fund

    Income

    BT Wholesale Monthly Income Plus Fund

    Aims to generate consistent returns with monthly distributions across a range of market conditions.

    The BT Wholesale Monthly Income Plus Fund is an actively managed diversified portfolio that invests in a number of income generating strategies across a range of asset classes.

    Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds its benchmark, the RBA Cash Rate over rolling 3-year periods while allowing for some capital growth to reduce the impact of inflation.

    View performance
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015.
    Find out more
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015.
See all our funds
in this asset class

Listed
Property:

  • BT Wholesale Property Securities Fund

    Growth & Income

    BT Wholesale Property Securities Fund

    The Smart Investor Best Australian Listed Property Fund 2015.

    The BT Wholesale Property Securities Fund is an actively managed portfolio of primarily Australian property securities.

    Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds its benchmark, the S&P/ASX 300 A-REIT Accumulation Index over the medium to long term.

    View performance
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015.
    Find out more
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015.

Diversified
Strategies:

  • BT Wholesale Future Goals Fund

    Diversification

    BT Wholesale Future Goals Fund

    The BT Wholesale Future Goals Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments. The Fund has a significant weighting towards growth assets.

    Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the Fund’s benchmark over the medium to long term.

    View performance
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015.
    Find out more
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015.
  • BT Wholesale Balanced Returns Fund

    Diversification

    BT Wholesale Balanced Returns Fund

    The BT Wholesale Balanced Returns Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments. The Fund has a higher weighting towards growth assets than defensive assets.

    Fund ObjectiveThe Fund aims to provide a return (before fees, costs and taxes) that exceeds the Fund’s benchmark over the medium to long term.

    View performance
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015.
    Find out more
    Past performance is not a reliable indicator of future performance. Performance as at 31 December 2015.
See all our funds
in this asset class

Enhance your investment capability

Capabilities

Tap into the advantage of partnering with BT Investment Management, where investment excellence is at the heart of our business. We combine an institutional strength platform with an innovative investment-led culture to achieve strong risk-adjusted returns for our investors.

 

Discover how we invest

  • Fixed Income

    Vimal Gor, Head of Income & Fixed Interest

  • Australian Equities

    Crispin Murray, Head of Equity Strategies

  • Emerging Markets

    James Syme, Senior Fund Manager, JOHCM

  • Diversified Strategies

    Martyn Wild, Head of Diversified Strategies

Enhance your market insights

Our multi-boutique approach, combined with our differentiated market insights, is what sets us apart. It gives us the agility and responsiveness to perform consistently over the long term, by drawing on the depth and breadth of our research team. Tap into our expert insights now.

 

  • Investment Publications
  • Latest Articles

Investment Publications

  • We have one of the largest equities teams in Australia covering every stock on the ASX 300. In this visual education tool we show you the five factors our team look for that can change the quality of earnings from Australian shares. We share our approach to investing and constructing...

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  • Over the past five years many investors have become complacent when evaluating their fixed interest exposures. While shares typically represent 60 of returns in a balanced portfolio they also represent 90 of your total risk. Adding a fixed income exposure should cushion your portfolio during falls in the share market...

    Read more
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Latest Articles

  • The relatively swift election of Theresa May as British Prime Minister has removed one of more the immediate sources of post-referendum uncertainty nevertheless all eyes...

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  • Finding the light

    July 27 2016

    nbsp For consumers and investors living or investing in emerging markets understanding deflation is somewhat similar to confronting the concept of a black hole. During...

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Award winning products and solutions

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Legal information

This information has been prepared BT Investment Management (Fund Services) Limited (BTIM), ABN 13 161 249 332, AFSL No: 431426, and the information contained within is current as at 14 August 2015.

BTIM is the responsible entity and issuer of units in the BT Wholesale Core Australian Share Fund (ARSN 089 935 964), BT Wholesale Focus Australian Share Fund (ARSN 113 232 812), BT Wholesale MidCap Fund (ARSN 130 466 581), BT Wholesale Imputation Fund (ARSN 089 614 693), BT Wholesale Smaller Companies Fund (ARSN 089 939 328), BT Global Emerging Markets Opportunities Fund – Wholesale (ARSN 159 605 811), BT Wholesale Fixed Interest Fund (ARSN 089 939 542), BT Pure Alpha Fixed Income Fund (ARSN 161 859 936), BT Wholesale Monthly Income Plus Fund (ARSN 137 707 996),  BT Wholesale Property Securities Fund (ARSN 087 593 584), BT Wholesale Future Goals Fund (ARSN 087 593 682) and the BT Wholesale Balanced Returns Fund (ARSN 087 593 011) (the Funds). A product disclosure statement (PDS) is available for each of the Funds and can be obtained by calling 1800 813 886 or visiting www.btim.com.au/products. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of units in any of the Funds. An investment in any of the Funds is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested.

This website is for general information purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It has been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on this information, consider its appropriateness having regard to their or their clients’ individual objectives, financial situation and needs. This information is not to be regarded as a securities recommendation

Where performance returns are quoted “After fees” then this assumes reinvestment of distributions and is calculated using exit prices which take into account management costs but not tax you may pay as an investor. Where performance returns are quoted “After fees”, they are calculated using exit prices which take into account management costs and taxes paid within the trust up to a maximum of 15%. Where performance returns are quoted “Before fees”, they exclude the effects of management costs and any taxes. Active return (After fees)” means the difference between the Total Return (After Fees) and the Benchmark. 1As at 31 March 2016. 2Past performance is not a reliable indicator of future performance.