Aquisition of JO Hambro Capital Management

Fund Information

BT Sustainable Conservative Fund

Formerly known as "BT Wholesale Ethical Conservative Fund"

APIR code: RFA0811AU

Significant features: The BT Sustainable Conservative Fund is an actively managed diversified portfolio that invests in Australian shares, Australian fixed interest and cash. Investments are screened for companies with a sustainable approach to the production of goods and services. The Fund has a significant weighting towards defensive assets.

Fund objective: The Fund aims to provide a real return over inflation over the medium term to meet the objectives of conservative investors including tax exempt entities whilst screening for investments which meet the Fund’s sustainable guidelines.

Quarterly fact sheet December 11 [116kB]

Historical fact sheets

Quarterly fact sheets

September 2011 [110kB]
June 2011 [115kB]
March 2011 [107kB]
December 2010 [106kB]

Product disclosure statement

Annual report [347kb]

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.

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