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Dirk Morris and members of the BTIM team
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Money Magazine Best Fund Manager 2009

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Money Management - Fund Manager of the Year

BT Institutional Ethical Balanced Fund

APIR code:BTA0122AU
Fund Objective:The Fund aims to provide a return (before fees and expenses) that exceeds the Fund’s benchmark over the medium to long term.The suggested investment timeframe is five years or more.

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1. File description: Performance Update [46.4KB]: File name: BTInstitutional-EthicalBalancedFund-BTCS.pdf
2. File description: Information Memorandum [238.3KB]: File name: i_im_eth_bal.pdf
3. File description: Application Form [229.4KB]: File name: 7259c-0508sf_Insto_Fund_Application-3.pdf
4. File description: Annual Report [1041.8KB]: File name: 72_BT_Institutional_Ethical_Balanced_Fund_BTCS0608.pdf

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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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October update

BT Institutional Ethical Balanced Fund

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