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CEO address
Emilio Gonzalez speaks at the Morningstar Annual Investment Conference 29 April 2010
Read the transcript
BT Sustainable Conservative Fund
Formerly known as "BT Wholesale Ethical Conservative Fund"
APIR code:RFA0811AU
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 excluding companies, which do not meet the Fund’s ethical guidelines.
Important Notice: Ethical/SRI funds
From 1 July 2010 the team from Monash Sustainability Enterprises (MSE) will formally join Regnan - Governance Research & Engagement (Regnan).
MSE has worked closely with Regnan in pioneering and developing rigorous processes for ethical and sustainability screened funds, company engagement services and environmental, social and corporate governance (ESG) research tools.
The integration of the MSE team with Regnan, which includes eight MSE analysts joining the Regnan organisation, will further strengthen the capacity of the combined team to provide quality ESG research.
There is no change to the sustainability investment process for BTIM’s ethical and sustainability screened funds.
Quarterly fact sheet June 10 [98.0kB]
Historical fact sheets
Quarterly fact sheets
- March 2010 [105kB]
- December 2009 [99.2kB]
- September 2009 [105kB]
- 1. File description: Product Disclosure Statement [389.7KB]
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File name: MERGED_BT_Wholesale_Ethical_Conservative_documents.pdf
- 2. File description: Annual Report [617.5KB]
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File name: BT_Wholesale_Ethical_Conservative_Fund.pdf
