Search
1. Effective daily interest rates.
All performance periods greater than 1 year are annualised.
Past performance is not a reliable indicator of future performance.
Performance figures (post-fee) are calculated in accordance with the Financial Services Council (FSC) standards. Total returns for the BT Cash Management Trust, BT Investor Choice Cash Management Trust, and the BT Premium Cash Fund are calculated to the first day of each month using average daily distribution yields, and taking into account management costs.
A growth return is based on a change in the exit price, while a distribution return is the percentage return paid out in distributions.
The information provided is factual only and does not constitute financial product advice. Before acting on it, you should seek independent financial and tax advice about its appropriateness to your objectives, financial situation and needs.
BT Funds Management No.2 Limited (BTFM2) and Westpac Financial Services Limited (WFSL) are the responsible entities and issuers of units in managed investment schemes offered through the BT Investment Funds Product Disclosure Statement (PDS), and the BT Classic Investment Funds PDS. WFSL is the responsible entity and issuer of units in managed investment schemes offered through the BT Investor Choice Funds PDS, the BT Premium Cash Fund PDS, and the PDS for each of the Wholesale Plus Funds. The PDSs for BT Investment Funds, BT Classic Investment Funds, BT Investor Choice Funds, the BT Premium Cash Fund and each of the Wholesale Plus Funds can be obtained by visiting https://www.bt.com.au/personal/help/pds.html>, or by calling 02 8456 0230. You should obtain and consider the PDSs (together with any updates to information in the PDSs) before deciding whether to acquire, continue to hold or dispose of interests in the BT Investment Funds, BT Classic Investment Funds, BT Investor Choice Fund, the BT Premium Cash Fund, or any of the Wholesale Plus Funds. A Financial Services Guide can be obtained by visiting bt.com.au. Please refer to bt.com.au/target-market-determinations or call us for the Target Market Determinations for the BT Investment Funds, BT Investor Choice Funds, the BT Premium Cash Fund, and the Wholesale Plus Funds.
BTFM2 and WFSL are subsidiaries of Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac). Unless otherwise disclosed in the relevant disclosure document(s) for the BT Investment Funds, BT Classic Investment Funds, BT Investor Choice Funds, the BT Premium Cash Fund, or any of the Wholesale Plus Funds, an investment in any of the BT Investment Funds, BT Classic Investment Funds, BT Investor Choice Funds, the BT Premium Cash Fund, or any of the Wholesale Plus Funds is not an investment in, deposit with or any other liability of Westpac, any Division of Westpac or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Westpac, BTFM2, WFSL, and their related entities do not stand behind or otherwise guarantee the capital value or investment performance of any of the BT Investment Funds, BT Classic Investment Funds, BT Investor Choice Funds, the BT Premium Cash Fund, or any of the Wholesale Plus Funds.
