Aquisition of JO Hambro Capital Management

Fund Information

BT DIY Active Balanced PST

APIR code:RFA0503AU
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.

Quarterly fact sheet December 11 [82.0kB]

Historical fact sheets

Quarterly fact sheets

September 2011 [82.5kB]
June 2011 [81.7kB]
March 2011 [81.3kB]
December 2010 [73.0kB]

1. File description: Fact Sheet [81.7KB]: File name: BT_DIY_Active_Balanced_PST_-_Factsheet.pdf
2. File description: Benchmark [87.6KB]: File name: BTIM_BT_PST_Benchmark_Flyer_-_September_2011.pdf
3. File description: Product Disclosure Statement [330.7KB]: File name: BT_DIY_Active_Balanced_PST_-_PDS.pdf

File notes:
Trustee and Fund Registration Information

Annual report [267kb]

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

Related sections:

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