BT Financial Group Funds
1 asset classes · average OCF 1.08%.
How BT Financial Group funds have returned on average.
Average 1Y return to September 2026 end, GBP net total return.
Source: FE fundinfo. Past performance is not a reliable guide to future returns.
No composite is available for this category yet.
BT Financial Group funds are covered on Funds Benchmark. The range is concentrated in Equity. The average ongoing charge (OCF) across the range is 1.08%. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.
Next: Screen BT Financial Group funds in Find Funds or browse all BT Financial Group funds.
Asset class mix
- Equity100.0%
Largest BT Financial Group funds
Top BT Financial Group funds by assets under management, one share class per fund.
BT Financial Group holdings
No position is among the ten largest holdings of three or more of these funds.
Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.
BT Financial Group funds by 1Y return
| Fund | 1Y return | Fund size (GBP) | OCF |
|---|---|---|---|
| Pendal Wholesale Plus Global Emerging Markets OpportunitiesAU60BTA05509 | n/a | n/a |
Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.
All BT Financial Group funds (1)
Equity (1)
Compare BT Financial Group funds side by side
See every BT Financial Group fund in one place, then pick up to 5 to compare on performance, holdings and fees.
About BT Financial Group
Where can I find BT Financial Group fund prices and factsheets?
Every BT Financial Group fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.
Which BT Financial Group funds does Funds Benchmark cover?
Funds Benchmark covers the BT Financial Group funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.
What asset classes does BT Financial Group cover?
BT Financial Group's largest group on Funds Benchmark is Equity. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.
How are BT Financial Group funds rated against peers?
Open any BT Financial Group fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.
What's the average fee on BT Financial Group funds?
Across the funds we cover, the average ongoing charge (OCF) is 1.08%. Individual share classes vary, so check the OCF on each fund's page.
Where can I see BT Financial Group's top-performing funds?
The table on this page shows up to 30 BT Financial Group funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter BT Financial Group funds and compare them with funds from other managers by performance, fees and asset class.