Aquisition of JO Hambro Capital Management

Fund Information

BT Wholesale Fixed Interest Fund

APIR code: RFA0813AU

Significant features: The BT Wholesale Fixed Interest Fund is an actively managed portfolio of primarily Australian fixed interest securities.

Fund objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the UBS Composite Bond Index over the medium term. The return is expected to be comprised primarily of income.

Monthly fact sheet December 11 [80.9kB]

Historical fact sheets

Monthly fact sheets

November 2011 [81.1kB]
October 2011 [74.4kB]
September 2011 [75.1kB]

Product disclosure statement

Annual report [321kb]

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.

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