BT launches 6 new portfolios

Posted by Anton Murray Consulting on . Posted in Insights


BT has launched six active, diversified, managed portfolios to meet the core investment needs of a range of clients. The six portfolios, CoreSeries, are available on BT Panorama and cater to different risk profiles with no portfolio level investment management fees and a low underlying fee between 50np and 78bps. The CoreSeries portfolios use retail and institutional investment strategies, providing access and transparency to a range of external managers.

BT head of investment product Rodney Greenhalgh said it was structured to offer transparency, efficiency and a competitive fee structure. CoreSeries offers advisers and their retail clients access to a range of high-quality investment managers with several strategies not otherwise available in Australia to retail investors. “We have utilised our institutional portfolio construction capabilities and scale to deliver a purpose-built SMA with a range of benefits to our clients and their advisers,” said Mr Greenhalgh.

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