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BT Financial Group

BT Panorama - Pension Full Menu

BT Wholesale Multi-manager Balanced Fund

Awards

Winner of SuperRatings Gold 2021 Pension

Past 5-year return
New

% p.a

Admin fee

$635

Calc fees on 50k

$1.1k

SuperRatings awards
SuperRatings Gold 2021 Pension
Past 5-year return
New

% p.a

Admin fee

$635

Calc fees on 50k

$1.1k

SuperRatings awards
SuperRatings Gold 2021 Pension

Quick pension fund review

For BT Panorama - Pension Full Menu

These are the benefits of this pension fund.

  • No information has been provided by the fund to SuperRatings.

BT Panorama Pension (Full Menu) has been designed to facilitate the retirement needs of members and offers an investment menu that can be scaled up or down as required. The fund allows members from all industries to apply for membership with their authorised adviser. BT Panorama Pension (Full Menu) offers a comprehensive range of over 500 diversified and single sector managed funds, managed portfolios, ASX listed securities, term deposits, and cash. The BT Wholesale Multi-manager Balanced Fund underperformed the relevant SuperRatings Index over each assessed period to 30 June 2020; however, the extensive investment menu means returns may vary depending on the option and manager selected.Fees are higher than the industry average across all account balances assessed. A minimum balance of $2,000 must be held in a cash account to facilitate various account transactions, and any associated interest charges have not been included in the calculated fees below. There are no switching fees, although a buy-sell spread may apply.BT Panorama Pension (Full Menu) offers a good level of pension flexibility, with members able to select from weekly through to yearly payment frequencies. Members with more than one investment option can nominate the proportion of payments to be drawn from each option. Members may also select from binding and non-binding death nomination, as well as reversionary pensions.The BT Panorama mobile app provides both members and their advisers with account information, investment trading facilities and interactive portfolio performance history tools that can be used across multiple mobile devices. The fund also provides financial advisers with a range of sophisticated portfolio management and administrative features, as well as real-time reporting for greater transparency.

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Pension fund overview

For BT Panorama - Pension Full Menu

TMD

    Target Market Determination

    Visit BT Financial Group to view Target Market Determination.

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    Fund fees vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Fund past-5-year return vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Investment allocation
    INTERNATIONAL SHARES
    AUSTRALIAN SHARES
    PROPERTY
    ALTERNATIVES
    FIXED INTEREST
    CASH
    OTHER
    Investment option performance
    BALANCED
    CONSERVATIVE BALANCE
    GROWTH
    INTERNATIONAL SHARES
    PROPERTY
    + View additional option performance information