Aquisition of JO Hambro Capital Management

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.

For more information on the fund, please contact BT Contact Centre on 1800 813 886 or clientservice@btim.com.au

Quarterly fact sheet December 11 [109kB]

Historical fact sheets

Quarterly fact sheets

September 2011 [103kB]
June 2011 [107kB]
March 2011 [101kB]
December 2010 [105kB]

Annual report [574kb]

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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.
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