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CEO address
Emilio Gonzalez speaks at the Morningstar Annual Investment Conference 29 April 2010
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BT Wholesale Ethical Share Fund
APIR code: RFA0025AU
Fund objective: The Fund aims to provide a return (before fees) that exceeds the S&P/ASX 300 Accumulation Index over the medium to long term.
Important Notice: Ethical/SRI funds
From 1 July 2010 the team from Monash Sustainability Enterprises (MSE) will formally join Regnan - Governance Research & Engagement (Regnan).
MSE has worked closely with Regnan in pioneering and developing rigorous processes for ethical and sustainability screened funds, company engagement services and environmental, social and corporate governance (ESG) research tools.
The integration of the MSE team with Regnan, which includes eight MSE analysts joining the Regnan organisation, will further strengthen the capacity of the combined team to provide quality ESG research.
There is no change to the sustainability investment process for BTIM’s ethical and sustainability screened funds.
Monthly fact sheet June 10 [104kB]
Quarterly fact sheet June 10 [104kB]
Historical fact sheets
Monthly fact sheets
- May 2010 [105kB]
- April 2010 [105kB]
- March 2010 [104kB]
- February 2010 [95.8kB]
- January 2010 [102kB]
- December 2009 [95.5kB]
- November 2009 [104kB]
- October 2009 [102kB]
- September 2009 [103kB]
- August 2009 [98.9kB]
- July 2009 [114kB]
Quarterly fact sheets
- March 2010 [104kB]
- December 2009 [95.8kB]
- September 2009 [108kB]
- June 2009 [112kB]
- 1. File description: Product Disclosure Statement [367.1KB]
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File name: btwf_esf.pdf
- 2. File description: Annual Report [648.0KB]
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File name: BT_Wholesale_Ethical_Share_Fund.pdf
