Annual reports

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

  1. Managed funds
  2. Multi-manager and Partner Funds
  3. Superannuation & retirement plans
  4. Wholesale & institutional funds
  5. Pooled superannuation trusts

 

Managed funds

Product Year ended
BT Investment Funds (PDF 800KB) 30 June 2009
BT Investor Choice Funds (PDF 500KB) 30 June 2009
BT Premium Cash Fund (PDF 250KB) 30 June 2009
BT Classic Investment Funds (PDF 400KB) 30 June 2009
BT Balanced Deeming Fund (PDF 850KB) 30 June 2009
BT Global Share Fund (PDF 850KB) 30 June 2009

 

Multi-manager and Partner funds

Product Year ended
BT Multi-manager Balanced Fund (PDF 1MB) 30 June 2009
BT Multi-manager Conservative Fund (PDF 900KB) 30 June 2009
BT Multi-manager Growth Fund (PDF 900KB) 30 June 2009
BT Multi-manager High Growth Fund** (PDF 900KB) 30 June 2009
BT Multi-manager Australian Share Fund (PDF 700KB) 30 June 2009
BT Multi-manager Fixed Interest Fund (PDF 750KB) 30 June 2009
BT Multi-manager International Share Fund (PDF 750KB) 30 June 2009
BT Partner Australian Shares Core 1 (PDF 800KB) 30 June 2009
BT Partner Australian Shares Growth 1 (PDF 850KB) 30 June 2009
BT Partner Australian Shares Value 1 (PDF 800KB) 30 June 2009
BT Partner International Shares Core 1 (PDF 850KB) 30 June 2009
BT Partner International Shares Growth 1 (PDF 850KB) 30 June 2009
BT Partner International Shares Value 1 (PDF 900KB) 30 June 2009
BT Wholesale Multi-manager Australian Share Fund (PDF 1MB) 30 June 2009
BT Wholesale Multi-manager Fixed Interest Fund (PDF 850KB) 30 June 2009
BT Wholesale Multi-manager International Share Fund (PDF 1MB) 30 June 2009

** Formerly known as Multi-manager Diversified Share Fund

 

 Superannuation & retirement plans

Product Year ended
BT Super for Life (PDF 287KB) 30 June 2009
BT Approved Deposit Funds (PDF 149KB) 31 August 2009
BT Business Super (PDF 280KB) 30 June 2009
BT Classic Lifetime - Personal Super - Flexible Pension (PDF 500KB) 30 June 2009
BT Lifetime - Personal Super - Flexible Pension (PDF 610KB) 30 June 2009
BT Lifetime Super- Employer Plan (PDF 225KB) 30 June 2009
BT Retirement Selection - Personal Super Plan (PDF 172KB) 30 June 2009
BT Superannuation Investment Fund & BT Superannuation Savings Fund (PDF 650KB) 30 June 2009
BT Lifetime Super - Employer Plan: Teradata Australia Defined Benefit Plan (PDF 184KB) 30 June 2009
BT Lifetime Super - Employer Plan: SIMS Group Defined Benefit Plan (PDF 150KB) 30 June 2009
BT Lifetime Super - Employer Plan: N C R Australia Defined Benefit Plan (PDF 150KB) 30 June 2009
BT Lifetime Super - Employer Plan: Millennium Inorganic Chemicals Defined Benefit Plan (PDF 186KB) 30 June 2009

 

Wholesale & institutional funds

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

 

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