Aquisition of JO Hambro Capital Management

Fund Information

BT Wholesale Balanced Returns Fund

APIR code: BTA0806AU

Significant features: The BT Wholesale Balanced Returns 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 [86.2kB]

Historical fact sheets

Quarterly fact sheets

September 2011 [79.1kB]
June 2011 [85.5kB]
March 2011 [85.1kB]
December 2010 [76.7kB]

Product disclosure statement

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

Annual report [348kb]

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.

THE INFORMATION CONTAINED ON THIS WEBSITE IS NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, DIRECTLY OR INDIRECTLY IN WHOLE OR IN PART, IN OR INTO THE UNITED STATES, CANADA OR JAPAN OR ANY OTHER JURISDICTION IN WHICH IT IS UNLAWFUL TO DO SO.

The information to which this gatepost gives access is exclusively intended for persons who are (i) not residents of the United States, (ii) physically present in the United States and (iii) not a US Person (as defined in Regulation S under the US Securities Act of 1933, as amended (the US Securities Act)). This information does not constitute an offer, or an invitation to purchase, securities of BT Investment Management Limited in the United States, Canada or Japan or in any other jurisdiction in which such offer or invitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. Potential users of this information are requested to inform themselves about and to observe any such restrictions.

BT Investment Management Limited's securities cannot be offered or sold in the United States without registration under the US Securities Act, or pursuant to an exemption from such registration. BT Investment Management Limited has not registered, and does not intend to register, any of its securities under the US Securities Act.

The information contained in the website to which this gatepost gives access has been prepared to comply with the requirements of the laws of Australia and the offering of shares referred to in the website is generally not being extended to shareholders whose registered address is outside Australia and New Zealand. BT Investment Management Limited does not accept any responsibility for any contravention of applicable securities laws and regulations by individuals as a result of false information provided by individuals accessing this gatepost

From the dropdown menu below, please select the country from which you are viewing this website.

Country:

BT Investment Management

Top Menu

Main Menu

Topic Menu