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
- Impact of termination of BT Global Return Fund on Selected Diversified and Multi-manager Funds - 5 August 2009 (PDF 68KB)
- Change of buy-sell spreads for UBS Investment Options update - 22 May 2009 (PDF 61KB)
- BT International Equity Update - December 2008 (PDF 65KB)
- BT Multi-manager Funds update - May 2007 (PDF 90KB)
- BT Partner Funds update - May 2007 (PDF 90KB)
- Consultant Change Notice - May 2007 (PDF 90KB)
- Changes to BT diversified funds (PDF 34KB)
- Changes to Investment Options update - BT Investment Funds - June 2008 (PDF 125KB)
- 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
- BT Lifetime - Personal Super Product Disclosure Statement - issued 1 July 2007
- 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) and should be read together with the PDS.
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
Change to the benchmark for the Advance Australian Shares Multi-Blend FundThe 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
- Product Update - BT Investment Management replaces Principal
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.
