BT Multi-Sector Balanced Portfolio
About this Fund
|BT Investment Solutions
|SEPARATELY MANAGED ACCOUNTS
|The Portfolio provides investors with a balanced exposure to growth assets such as shares and property as well as to fixed interest and cash investments.
|The Portfolio seeks to provide both growth and income.
|NO. OF HOLDINGS
Benefits of investing with BT Panorama
Panorama Super offers a range of benefits and features.
Manage your investments online
What type of cover is available?
Medium to Medium-High
About BT Panorama
Panorama is a new wealth experience. One dedicated place to access your investment portfolio, investment information and comprehensive investment reporting and even manage your super and your SMSF, if you have one. Plus, you can access our fully-featured and flexible BT Protection Plans insurance solutions, integrated seamlessly into the BT Panorama platform. Creating efficiencies for you and your adviser, in the way your wealth is managed.
Panorama Super provides a range of diversified managed, sector-specific managed and sector-specific direct investment strategies for you to choose from. The available investment options for the Compact menu are managed funds, managed portfolios and term deposits.
Each investment strategy has an investment objective that covers its aim, how it is normally invested and the type of investor for whom it is intended to be suitable.
Your adviser can help you determine which investment strategy is right for you and they can also help you to select the appropriate investment options within that strategy.
About the Managed Portfolio
You can choose from a range of managed portfolio options managed by professional investment managers. Managed portfolios are investment options made available through managed investment schemes accessible through Panorama Super.
Managed portfolio options are designed to remove the need for you to individually research assets or fund managers, monitor your holdings and manually trade your assets. Essentially, once you select a particular managed portfolio option, your investment in that managed portfolio option will be managed and rebalanced in accordance with that option's investment strategy and objectives.
How we invest your money
The Managed Portfolio seeks to provide investors with growth through a balanced exposure to growth assets such as shares and property as well as to fixed interest and cash investments. This may include an exposure to alternative assets.
Investment options in this strategy will suit investors who want a balanced exposure to growth and income producing assets and accept that returns over the short term will fluctuate and may even be negative.
Asset allocation indicative ranges