Aquisition of JO Hambro Capital Management

Fund Information

BT Wholesale Active Balanced Fund

APIR code: RFA0815AU

Significant features: The BT Wholesale Active Balanced Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments. The Fund has a higher weighting towards growth assets than defensive assets.

Fund objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the Fund’s benchmark over the medium to long term.

Quarterly fact sheet December 11 [83.4kB]

Historical fact sheets

Quarterly fact sheets

September 2011 [76.2kB]
June 2011 [82.5kB]
March 2011 [82.4kB]
December 2010 [73.9kB]

Product disclosure statement

1. File description: Benchmark [237.3KB]: File name: BTIM_-_Benchmark_for_Diversified_2.pdf

Annual report [392kb]

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

Related sections:

All Funds view

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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