Aquisition of JO Hambro Capital Management

Fund Information

BT Wholesale Core Global Share Fund

APIR code: RFA0821AU

Significant features: The BT Wholesale Core Global Share Fund is an actively managed portfolio of international shares. The shares are managed by AQR, with international currency management provided by BTIM.

Fund objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds MSCI World ex Australia (Standard) Index (Net Dividends) in AUD over the medium to long term.

Monthly fact sheet December 11 [79.2kB]

Quarterly fact sheet December 11 [79.9kB]

Historical fact sheets

Monthly fact sheets

Quarterly fact sheets

September 2011 [79.4kB]
June 2011 [79.0kB]
March 2011 [72.7kB]
December 2010 [73.4kB]

Product disclosure statement

Annual report [399kb]

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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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

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