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BT Financial Group

BT Panorama - Pension Compact Menu

Pendal Wsale Plus Active Balanced Fund

Awards

Winner of SuperRatings Gold 2021 Pension

Past 5-year return
New

% p.a

Admin fee

$275

Calc fees on 50k

$715

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

% p.a

Admin fee

$275

Calc fees on 50k

$715

SuperRatings awards
SuperRatings Gold 2021 Pension

Quick pension fund review

For BT Panorama - Pension Compact Menu

These are the benefits of this pension fund.

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

BT Panorama Pension (Compact 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 (Compact Menu) offers a suite of diversified and single sector managed funds, as well as a wide range of managed portfolios, term deposits, and cash. The Pendal Wholesale Plus Active Balanced Fund underperformed the relevant SuperRatings Index over the 1- and 3-year periods 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 (Compact Menu) offers good 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 Compact Menu

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    Fund fees vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Fund past-5-year return vs. Industry average
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    INDUSTRY AVERAGE
    Investment allocation
    INTERNATIONAL SHARES
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    ALTERNATIVES
    FIXED INTEREST
    CASH
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    Investment option performance
    BALANCED
    CONSERVATIVE BALANCE
    GROWTH
    AUSTRALIAN SHARES
    INTERNATIONAL SHARES
    CAPITAL STABLE
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