Wholesale Plus Funds deliver the same investment exposure many of your clients know and love but generally with an ongoing reduced investment cost.
Delivered by well-known, reputable managers that your clients may already recognise and trust.
Invested entirely in or in accordance with the investment strategy of, the underlying wholesale funds of the corresponding name, Wholesale Plus Funds will be awarded a sibling rating.
With access to 45 well-rated and popular funds covering all major sectors, you can build a diversified portfolio for your client at a very competitive price.
Available only on selected BT and Asgard Platforms for Investment, Super and Pension clients, and BT Panorama.1
Wholesale Plus Funds will appeal to clients looking for quality investments at a reduced cost. Some prime examples could include clients moving into the pension phase, fee sensitive clients, clients just starting out, lower-value clients and clients with less complex needs. And with over $2.26bn of inflows since the launch of the fund series in November 20142, BT Wholesale Plus Funds continue to resonate well with clients.
Less fees each year, potentially means more money for your clients to invest and better results over the long-term. So you can demonstrate real value to your clients both at the outset and over the course of your relationship.