Aquisition of JO Hambro Capital Management

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BT Balanced Returns PST

APIR code:BTA0004AU
Fund Objective:The aim of the Fund is 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 balanced mix of growth assets (shares and property) and defensive assets (fixed interest and cash).The recommended investment timeframe is 5 years or more.

1. File description: Product Disclosure Statement [322.7KB]: File name: BT_Balanced_Returns_PST_-_PDS.pdf

File notes:
Trustee and Fund Registration Information
2. File description: Benchmark [87.6KB]: File name: BTIM_BT_PST_Benchmark_Flyer_-_September_2011.pdf

Annual report [240kb]

Removal of BT Global Return Fund’s foreign currency hedging
effective 2 November 2009
Impact of termination of BT Global Return Fund
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