Annual reports

Select from the list below to download and view BT's product annual reports.

  1. Managed funds
  2. Superannuation & retirement plans
  3. Wholesale & institutional funds
  4. Pooled superannuation trusts

Managed funds

Product Year ended
BT Investment Funds (PDF 800KB) 30 June 2008
BT Investor Choice Funds (PDF 500KB) 30 June 2008
BT Premium Cash Fund (PDF 250KB) 30 June 2008
BT Classic Investment Funds (PDF 400KB) 30 June 2008
BT Balanced Deeming Fund (PDF 850KB) 30 June 2008
BT Global Share Fund (PDF 850KB) 30 June 2008
BT Multi-manager Balanced Fund (PDF 1MB) 30 June 2008
BT Multi-manager Conservative Fund (PDF 1MB) 30 June 2008
BT Multi-manager Growth Fund (PDF 1MB) 30 June 2008
BT Multi-manager High Growth Fund** (PDF 1MB) 30 June 2008

** Formerly known as Multi-manager Diversified Share Fund


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  Superannuation & retirement plans

Product Year ended 2008 Annual Report will be available
BT Approved Deposit Funds (PDF 149KB) 31 August 2005 November 2008
BT Business Super (PDF 210KB) 30 June 2008 Available now
BT Classic Lifetime - Personal Super - Flexible Pension (PDF 320KB) 30 June 2007 November 2008
BT Lifetime - Personal Super (PDF 584KB) 30 June 2007 November 2008
BT Lifetime Super- Employer Plan (PDF 224KB) 30 June 2008 Available now
BT Retirement Selection - Personal Super Plan (PDF 172KB) 30 June 2007 August 2008
BT Lifetime - Flexible Pension Plan (PDF 252KB) 30 June 2007 September 2008
BT Superannuation Investment Fund (PDF 74KB) 30 June 2007 August 2008
BT Superannuation Savings Fund (PDF 75KB) 30 June 2007 August 2008
BT Lifetime Super - Employer Plan: Teradata Australia Defined Benefit Plan (PDF 150KB) 30 June 2008 Available now
BT Lifetime Super - Employer Plan: SIMS Group Defined Benefit Plan (PDF 150KB) 30 June 2008 Available now
BT Lifetime Super - Employer Plan: N C R Australia Defined Benefit Plan (PDF 150KB) 30 June 2008 Available now
BT Lifetime Super - Employer Plan: Millennium Inorganic Chemicals Defined Benefit Plan (PDF 150KB) 30 June 2008 Available now

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 Wholesale & institutional funds

BTIM Wholesale and Institutional Fund Annual Reports are now hosted on their own site


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 Pooled superannuation trusts

Product Year ended
BT Pooled Superannuation Trusts (PDF BTFM) (PDF 92KB) 30 June 2007
BT Pooled Superannuation Trusts (PDF BTFM2) (PDF 271KB) 30 June 2007
BT Super Trust (PDF 74KB) 30 June 2007
BT Active Balanced PST (PDF 120KB) 30 June 2007
BT Institutional Conservative Growth PST (PDF 283KB) 30 June 2007
BT Institutional Diversified Balanced PST (PDF 178KB) 30 June 2007
BT Institutional Retirement PST (PDF 282KB) 30 June 2007

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