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© Copyright of this website is owned by Morningstar Investment Management Australia Limited (ABN 54 071 808 501, AFS Licence No. 228986) (‘Morningstar’) and any related bodies corporate that are involved in the document’s creation. As such the website, or any part of it, should not be copied, reproduced, scanned or embodied in any other material or distributed to another party without the prior written consent of Morningstar. The information provided is for general use only. In compiling this website, Morningstar has relied on information and data supplied by third parties including information providers. Whilst all reasonable care has been taken to ensure the accuracy of information provided, neither Morningstar nor its third parties accept responsibility for any inaccuracy or for investment decisions or any other actions taken by any person on the basis or context of the information included. Past performance is not a reliable indicator of future performance. Morningstar does not guarantee the performance of any investment or the return of capital. Morningstar warns that (a) Morningstar has not considered any individual person’s objectives, financial situation or particular needs, and (b) individuals should seek advice and consider whether the advice is appropriate in light of their goals, objectives and current situation. Refer to our Financial Services Guide (FSG) for more information at https://morningstarinvestments.com.au/fsg. Before making any decision about whether to invest in a financial product, individuals should obtain and consider the disclosure document.

Westpac Financial Services Ltd (ABN: 20 000 241 127, AFSL: 233716) (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios ARSN 604 066 686. Before deciding whether to acquire or to continue to hold an investment in BT Managed Portfolios, investors should obtain and consider the Product Disclosure Statement (PDS) and the Target Market Determination (TMD). The PDS and TMD are available from your adviser or by logging into bt.com.au/panorama. Neither WFSL nor its related entities have been involved in the production of this website and take no responsibility for its accuracy.

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