Product updates & disclosure notices
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PDS updates
We may update the information in Product Disclosure Statements. Details of these updates are listed for the relevant product below.
If the change to the information in the Product Disclosure Statement is materially adverse, we will issue a Supplementary Product Disclosure Statement.
- BT Wholesale Multi-manager and Partner Funds
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BT Investment Funds Product Disclosure Statement - issued 6 September 2006
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Changes to BT External Diversified 3 – 29 September 2011
The information below is in relation to BT External Diversified 3 – effective 29 September 2011
This information is in relation to BT External Diversified 3 (ARSN 105 252 524), the Investment Option referred to as Perpetual Conservative Growth in the BT Investment Funds Product Disclosure Statement dated 6 September 2006 as amended by the Supplementary Product Disclosure Statement (First SPDS) dated 16 March 2010, the SPDS dated 1 July 2010 (Second SPDS) and the SPDS dated 13 September 2010 (Third SPDS).
Effective 29 September 2011, disclosure has been amended for this Investment Option. Accordingly, the following replaces footnote 5 related to this Investment Option on page 9 of the First SPDS dated 16 March 2010.
5. The Fund gains its exposure to Australian shares by investing in an underlying fund/s which invest/s primarily in Australian listed or soon to be listed shares but may have up to 20% exposure to stocks outside Australia. The investment guidelines showing the Fund’s maximum investment in international shares do not include this potential additional exposure. Short positions may be part of the underlying Australian share funds’ strategy. Currency hedges may be used from time to time.
No changes have been made to the investment objective or investment strategy.
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Buy-sell spread change BT External Diversified 3 - 2 February 2011
Buy-sell spread change BT External Diversified 3
The information below replaces the information relating to the ‘Further information on management costs and buy-sell spread’ table on page 48 of the PDS, as updated by the PDS dated 16 March 2010. The new buy-sell spread indicated in the table below is effective 2 February 2011.
Investment option name Buy-sell spread % Perpetual Conservative Growth 0.26 -
Changes to BT External Specialist 1 – effective 1 February 2011
The information below is in relation to BT External Specialist 1 – effective 1 February 2011
BT External Specialist 1 (ARSN 105 252 677), the Investment Option referred to as Schroder Hybrid Securities in the BT Investment Funds Product Disclosure Statement (PDS) dated 6 September 2006 as amended by the Supplementary Product Disclosure Statement (SPDS) dated 16 March 2010, the SPDS dated 1 July 2010 and the SPDS dated 13 September 2010.
Effective 1 February 2011, Schroder Hybrid Securities will be known as Schroder Credit Securities. All references in the PDS to Schroder Hybrid Securities are replaced with Schroder Credit Securities. The change in name provides a more accurate description of the underlying investments of this Investment Option. No changes have been made to the investment objective or investment strategy.
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Supplementary PDS dated 13 September 2010
This notice updates the information contained in the BT Investment Funds Product Disclosure Statement (PDS) dated 6 September 2006 as amended by the Supplementary Product Disclosure Statement (SPDS) dated 16 March 2010, the SPDS dated 1 July 2010 and the SPDS dated 13 September 2010.
Investment Option Profiles – Asset allocation neutral position (NP) and ranges
As at 1 March 2011, changes have been made to the asset allocations and asset sector ranges to a selection of the BT Multi-manager funds available through BT Investment Funds. The following Asset allocation neutral position (NP) and ranges have been updated for the specified funds.
BT Multi-manager Growth Fund Page 16 of the PDS
NP Range Australian Shares 37.5 32.5-42.5 International Shares 30 25-35 Property 7 2-12 Australian Fixed Interest 4 0-9 International Fixed Interest 7 2-12 Other 11.5 6.5-16.5 Cash 3 0-11 BT Multi-manager Balanced Fund Page 17 of the PDS
NP Range Australian Shares 31.5 26.5-36.5 International Shares 23.5 18.5-28.5 Property 6 1-11 Australian Fixed Interest 8 3-13 International Fixed Interest 14 9-19 Other 11 6-16 Cash 1 0-14 BT Multi-manager Conservative Fund Page 19 of the PDS
NP Range Australian Shares 13.5 8.5-18.5 International Shares 6.5 1.5-11.5 Property 4 0-9 Australian Fixed Interest 14 9-19 International Fixed Interest 26 21-31 Other 11 6-16 Cash 25 17-33 Additional information can be obtained from our dedicated Multi-manager investment site.
- Termination of BT Global Return Fund - 5 August 2009
- Buy-sell spread change for UBS Investment Options - 22 May 2009
- BT International Equity Update - December 2008
- Investment options changes - June 2008
- BT Multi-manager Funds update - May 2007
- BT Partner Funds update - May 2007
- Consultant Change Notice - May 2007
- BT diversified funds changes - June 2005
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Changes to BT External Diversified 3 – 29 September 2011
- BT Classic Investment Funds Product Disclosure Statement - issued 6 September 2006
- BT Investor Choice Funds Product Disclosure Statement - issued 1 August 2004
- BT Premium Cash Fund Product Disclosure Statement - issued 3 July 2006
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BT Lifetime - Personal Super Product Disclosure Statement - issued 14 December 2011
- No new updates are currently available.
- BT Lifetime - Flexible Pension Product Disclosure Statement - issued 1 July 2007
- BT Business Super
- BT Lifetime Super - Employer Plan
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Wrap Essentials Investment Funds Product Disclosure Statement
The information below updates the Wrap Essentials Investment Funds Product Disclosure Statement (PDS) dated 27 November 2009, issued by BT Funds Management Limited (ABN 63 002 916 458, AFSL 233 724), BT Funds Management No. 2 Limited (ABN 22 000 727 659, AFSL 233 720) and Westpac Financial Services Limited (ABN 20 000 241 127, AFSL 233 716) as updated by the Supplementary Product Disclosure Statement (SPDS) issued 16 March 2010 and the Second SPDS issued 1 July 2010, and should be read together with the PDS.
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Changes to BT External Diversified 3 – effective 29 September 2011
The information below is in relation to BT External Diversified 3 – effective 29 September 2011
This information is in relation to BT External Diversified 3 (ARSN 105 252 524), the Investment Option referred to as Perpetual conservative Growth in the Wrap Essentials Investment Funds Product Disclosure Statement dated 27 November 2009 as amended by the Supplementary Product Disclosure Statement (SPDS) dated 16 March 2010 and the SPDS dated 1 July 2010.
Effective 29 September 2011, disclosure has been amended for this Investment Option. Accordingly, the following replaces footnote 6 related to this Investment Option on page 31 of the PDS.
6_ The Fund gains its exposure to Australian shares by investing in an underlying fund/s which invest/s primarily in Australian listed or soon to be listed shares but may have up to 20% exposure to stocks outside Australia. The investment guidelines showing the Fund’s maximum investment in international shares do not include this potential additional exposure. Short positions may be part of the underlying Australian share funds’ strategy. Currency hedges may be used from time to time.
No changes have been made to the investment objective or investment strategy.
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Changes to Investment Option profiles – 1 March 2011
Changes to Investment Option profiles – Asset allocation neutral position (NP) and ranges
As at 1 March 2011, changes have been made to the asset allocations and asset sector ranges to a selection of the Advance Multi-Blend and BT Multi-manager Investment Options available through Wrap Essentials Investment Funds. The Asset allocation neutral position (NP) and ranges have been updated as shown below.
Page 18 of the PDS – Advance High Growth Multi-Blend and BT Multi-manager High Growth Fund NP Range Australian Shares 44.5 41.5 - 47.5 International Shares 39.5 36.5 - 42.5 Property 4 1 - 7 Other 12 9 - 15 Cash 0 0 - 8 Page 19 of the PDS – Advance Growth Multi-Blend and BT Multi-manager Growth Fund NP Range Australian Shares 37.5 32.5 - 42.5 International Shares 30 25 - 35 Property 7 2 - 12 Australian Fixed Interest 4 0 - 9 International Fixed Interest 7 2 - 12 Other 11.5 6.5 - 16.5 Cash 3 0 - 11 Page 20 of the PDS – Advance Balanced Multi-Blend and BT Multi-manager Balanced Fund NP Range Australian Shares 13.5 8.5 - 18.5 International Shares 6.5 1.5 - 11.5 Property 4 0 - 9 Australian Fixed Interest 14 9 - 19 International Fixed Interest 26 21 - 31 Other 11 6 - 16 Cash 25 17 - 33 Page 21 of the PDS – Advance Moderate Multi-Blend NP Range Australian Shares 23.5 18.5 - 28.5 International Shares 14 9.0 - 19.0 Property 5 0 - 10 Australian Fixed Interest 13 8 - 18 International Fixed Interest 23 18 - 28 Other 9.5 4.5 - 6.5 Cash 12 4 - 20 Page 21 of the PDS – BT Multi-manager Conservative Fund NP Range Australian Shares 13.5 8.5 - 18.5 International Shares 6.5 1.5 - 11.5 Property 4 0 - 9 Australian Fixed Interest 14 9 - 19 International Fixed Interest 26 21 - 31 Other 11 6 - 16 Cash 25 17 - 33 Page 22 of the PDS –Advance Defensive Multi-Blend NP Range Australian Shares 13.5 8.5 - 18.5 International Shares 6.5 1.5 - 11.5 Property 4 0 - 9 Australian Fixed Interest 14 9 - 19 International Fixed Interest 26 21 - 31 Other 11 6 - 16 Cash 25 17 - 33 -
Changes to buy-sell spreads and management costs – 2 February 2011
The information below replaces the information relating to the ‘Further information on management costs and buy-sell spread’ table on page 78 of the PDS effective 2 February 2011.
Investment option name Buy-sell spread % BT Partner and Single Manager Investment Options – Diversified Perpetual Conservative Growth 0.26 The information below replaces the information relating to the relevant Registered Investment Option contained in the table commencing on page 88 of the PDS.
Responsible Entity Registered Investment Option name ARSN Investment Option APIR code BT Funds Management Limited is the Responsible Entity for the following Investment Option: Multi-manager Conservative Fund 098 405 479 BT Multi-manager Conservative Fund BTA0078AU Westpac Financial Services Limited is the Responsible Entity for the following Investment Option: BT External Property 4 131 109 236 DWS Global Property Securities WFS0417AU -
Changes to BT External Specialist 1 – 1 February 2011
The information below is in relation to BT External Specialist 1 – effective 1 February 2011
BT External Specialist 1 (ARSN 105 252 677), the Investment Option referred to as Schroder Hybrid Securities in the Wrap Essentials Investment Funds Product Disclosure Statement dated 27 November 2009 as amended by the Supplementary Product Disclosure Statement (SPDS) dated 16 March 2010 and the SPDS dated 1 July 2010.
Effective 1 February 2011, the name of the Investment Option has will change from Schroder Hybrid Securities to Schroder Credit Securities. All references in the PDS to Schroder Hybrid Securities are replaced with Schroder Credit Securities. The change in name provides a more accurate description of the underlying investments of this Investment Option. No changes have been made to the investment objective or investment strategy.
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Change of name of Goldman Sachs – 2 August 2010
Change of name of Goldman Sachs JBWere Australian Infrastructure
With effect from Monday 2 August 2010, the name of BT Australian Shares 8, the Investment Option referred to in the PDS as Goldman Sachs JBWere Australian Infrastructure, changed to Goldman Sachs Australian Infrastructure. The change in name is a result of a change in name of the underlying investment manager. As a result of this change, there is no change to the investment objective, investment strategy, investment manager or distribution frequency for this Investment Option.
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Changes to Advance distributions – 1 July 2010
Change to distribution frequency for some Advance Multi-Blend Funds
From 1 July 2010, the distribution frequency for the Advance High Growth Multi Blend, Advance Growth Multi Blend, Advance Australian Shares Multi Blend and Advance International Fixed Interest Multi Blend Funds is increasing to Quarterly.
Accordingly, the ‘Distribution frequency' section of the Investment Option profiles for the Advance High Growth Multi Blend, Advance Growth Multi Blend, Advance Australian Shares Multi Blend and Advance International Fixed Interest Multi Blend Funds on pages 18-26 of the PDS is replaced with the following:
Distribution frequency Quarterly -
Changes to benchmark for the Advance Australian Shares Multi-Blend Fund – April 2010
Change to the benchmark for the Advance Australian Shares Multi-Blend Fund
The benchmark for the Australian Shares Multi-Blend Fund has changed to the S&P/ASX 300 Accumulation Index. Accordingly, the ‘Benchmark’ section of the Investment Option profile for the Australian Shares Multi-Blend on page 24 of the PDS is replaced with the following:
Benchmark S&P/ASX 300 Accumulation Index
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Changes to BT External Diversified 3 – effective 29 September 2011
- BT Investment Management
Disclosure Notices
We may also become aware of information that is not generally available but if it were generally available, would reasonably be expected to have a material effect on the price or value of interests in a managed fund.
Currently there are no disclosure notices for our managed funds.
Supplementary disclosure documents
Supplementary disclosure documents are now listed alongside the full PDS on the "Download" page for each product - please return to the Product disclosure documents page to access these documents.
Other disclosure documents
In addition to PDSs and FSGs, this website also contains other disclosure documents such as brochures and annual reports.
