Topic Menu
CEO address
Emilio Gonzalez speaks at the Morningstar Annual Investment Conference 29 April 2010
Read the transcript
BT Active Balanced PST
APIR code:RFA0823AU
Fund Objective:The Fund aims to provide an overall return (ie a return before the deduction of fees, tax and expenses) that exceeds the return from its benchmark over the recommended investment timeframe. The Fund invests in a diversified portfolio of Australian and international shares, fixed interest, property securities, alternative investments and cash to achieve a balance of capital growth and income.The recommended investment timeframe is 5 years or more.
Notice: The buy-sell spread for this Fund has changed, effective 7 August 2009. For the new buy-sell spread, please refer to Buy-Sell Spread Information.
Quarterly fact sheet June 10 [71.8kB]
Historical fact sheets
Quarterly fact sheets
- March 2010 [84.7kB]
- December 2009 [82.4kB]
- September 2009 [83.1kB]
- June 2009 [76.4kB]
- 1. File description: Benchmark [75.7KB]
-
File name: 7261-0909sd_BTIM_Benchmark_Flyer_2_.pdf
- 2. File description: Product Disclosure Statement [397.2KB]
-
File name: btpst_act_bal_pds.pdf
File notes: - 3. File description: Annual Report [280.5KB]
-
File name: x1391-1209bt_BTIM_PST_AR_BTFM2_WEB2.pdf
-
Removal of BT Global Return Fund’s foreign currency hedging
effective 2 November 2009
- Impact of termination of BT Global Return Fund
