Aquisition of JO Hambro Capital Management

Fund Information

BT Wholesale Australian Sustainable Share Fund

Formerly known as "BT Institutional Australian Sustainability Share Fund"

APIR code: WFS0285AU

Significant features: The BT Wholesale Australian Sustainable Share Fund is an actively managed portfolio of Australian shares. Investments are screened for companies with a sustainable approach to the production of goods and services.

Fund objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 200 Accumulation Index over the medium to long term, whilst maximising the portfolio’s focus on sustainability.

BT Investment Management has been certified by RIAA according to the strict disclosure practices required under the Responsible Investment Certification Program. See www.responsibleinvestment.org for details.

Monthly fact sheet March 12 [103kB]

Historical fact sheets

Monthly fact sheets

Product disclosure statement

Annual report [340kb]

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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