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CEO address
Emilio Gonzalez speaks at the Morningstar Annual Investment Conference 29 April 2010
Read the transcript
BT Wholesale Balanced Returns Fund
APIR code:BTA0806AU
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.The suggested investment period is 5 years or more.
Notice - Distribution update
Due to the income tax change in the treatment of foreign losses that occurred on 1 July 2008, the Fund now has the ability to offset prior year foreign losses against current year taxable income (both domestic and foreign).
Based on the current level of foreign losses, we do not expect that the Fund will distribute any taxable income for the financial year ending 30 June 2010.
Should the Fund receive any non-taxable income such as tax deferred or CGT concession for the financial year ending 30 June 2010, these amounts may be distributed in June 2010.
Notice:The buy-sell spread for this Fund has changed, effective 25 June 2009.
Quarterly fact sheet June 10 [75.6kB]
Historical fact sheets
Quarterly fact sheets
- March 2010 [88.7kB]
- December 2009 [86.2kB]
- September 2009 [80.0kB]
- June 2009 [80.1kB]
- 1. File description: Fact Sheet [78.1KB]
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File name: BT_Wholesale_Balanced_Returns_Fund_-_Factsheet.pdf
- 2. File description: Product Disclosure Statement [819.9KB]
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File name: btwf_brf.pdf
- 3. File description: Benchmark [237.3KB]
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File name: BTIM_-_Benchmark_for_Diversified_2.pdf
- 4. File description: Annual Report [615.1KB]
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File name: BT_Wholesale_Balanced_Returns_Fund.pdf
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Removal of BT Global Return Fund’s foreign currency hedging
effective 2 November 2009
- Impact of termination of BT Global Return Fund
-
Important Notice
19 November 2009
