BT Financial Group has launched a new series of over 30 popular wholesale funds only available to retail investors on BT platforms.
The Wholesale Plus Funds series includes some of the best-rated and most popular wholesale funds in all the major sectors and will enable advisers to build a diversified portfolio of quality funds at a lower ongoing investment cost.
Acting Head of Platforms, Lisa Gavin said our team is continually striving to develop new offers that will add value for advisers and reduce the cost of investing for clients.
“Advisers have told us their clients are seeking lower cost, quality investments and we have partnered with a number of leading fund managers to deliver exactly that,” Ms Gavin added.
The Wholesale Plus Fund series includes only well-rated funds classified either ‘recommended’ or ‘highly-recommended’. Many of the funds form part of the research houses’ model portfolios. To see the current list of complying funds click here.
These funds are essentially the same as the underlying wholesale funds but have a lower management fee and are only available on BT platforms for investment, pension and superannuation clients.
“Clients are telling their advisers that fees are a key driver in their investment decisions and we believe we’ve delivered a very competitively priced fund series that will appeal to a broad range of clients,” Ms Gavin added.
The Wholesale Plus Fund series is now live on BT platforms and will be available on Asgard in early December.
