Aquisition of JO Hambro Capital Management

Fund Information

BT Wholesale Geared Imputation Fund

APIR code: RFA0130AU

Significant features: The BT Wholesale Geared Imputation Fund is an actively managed fund that invests in a geared portfolio of Australian shares.

Fund objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 Accumulation Index over the long term.

Quarterly fact sheet March 12 [77.9kB]

Historical fact sheets

Quarterly fact sheets

December 2011 [84.6kB]
September 2011 [85.1kB]
June 2011 [84.5kB]
March 2011 [84.3kB]

Product disclosure statement

Annual report [392kb]

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.

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