CEO address

Emilio Gonzalez speaks at the Morningstar Annual Investment Conference 29 April 2010
Read the transcript

Fund Information

BT Sustainable Balanced Fund

Formerly known as "BT Institutional Ethical Balanced Fund"

APIR code:BTA0122AU
Fund Objective:The Fund aims to provide a return (before fees and expenses) that exceeds the Fund’s benchmark over the medium to long term.The suggested investment timeframe is five years or more.

Notice:The buy-sell spread for this Fund has changed, effective 25 June 2009.

Quarterly fact sheet June 10 [97.0kB]

Historical fact sheets

Quarterly fact sheets

March 2010 [109kB]
December 2009 [94.3kB]
September 2009 [100kB]

1. File description: Information Memorandum [227.7KB]: File name: Inst_Ethical_Balanced_5.pdf
2. File description: Annual Report [545.4KB]: File name: BT_Institutional_Ethical_Balanced_Fund.pdf

Related sections:

Important Information

BT Investment Management (RE) Limited ABN 17 126 390 627 is the responsible entity and issuer of units in the Fund (other than Pooled Superannuation Trusts). The trustee of the Pooled Superannuation Trusts(Funds) and information about those Funds is set out here. The investment manager for the Funds is BT Investment Management (RE) Limited. Where a product disclosure statement (PDS) is available on this page for the Fund you should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of units in the Fund.
BT Investment Management Limited (ABN 28 126 385 822) BT® is a registered trade mark of BT Financial Group Pty Ltd and is used under licence.

BT Investment Management

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