Aquisition of JO Hambro Capital Management

Fund Information

BT Wholesale Monthly Income Plus Fund

APIR code: BTA0318AU

Significant features: The BT Wholesale Monthly Income Plus Fund is an actively managed diversified portfolio that invests in a number of income generating strategies across a range of asset classes.

Fund objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the RBA Cash Rate over rolling 3-year periods while allowing for some capital growth to reduce the impact of inflation.

Monthly fact sheet April 12 [75.9kB]

Historical fact sheets

Monthly fact sheets

March 2012 [74.6kB]
February 2012 [74.3kB]
January 2012 [72.4kB]
December 2011 [78.2kB]
November 2011 [79.3kB]
October 2011 [74.3kB]
September 2011 [75.0kB]

Product disclosure statement

Annual report [329kb]

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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