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 2007
BT Investor Choice Funds (PDF 500KB) 30 June 2007
BT Premium Cash Fund (PDF 220KB) 30 June 2007
BT Classic Investment Funds (PDF 400KB) 30 June 2007
BT Balanced Deeming Fund (PDF 850KB) 30 June 2007
BT Global Share Fund (PDF 850KB) 30 June 2007
BT Multi-manager Balanced Fund (PDF 1MB) 30 June 2007
BT Multi-manager Conservative Fund (PDF 1MB) 30 June 2007
BT Multi-manager Growth Fund (PDF 1MB) 30 June 2007
BT Multi-manager High Growth Fund** (PDF 1MB) 30 June 2007

** 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

Product Year ended
Australian equity
BT Institutional Enhanced Australian Share Fund (PDF 905KB) 30 June 2007
BT Wholesale Australian Share Fund (PDF 850KB) 30 June 2007
BT Wholesale Core Australian Share Fund (PDF 1.1MB) 30 June 2007
BT Wholesale Focus Australian Share Fund (PDF 880KB) 30 June 2007
BT Wholesale Geared Imputation Fund* (PDF 1.1MB) 30 June 2007
BT Wholesale Imputation Fund (PDF 950KB) 30 June 2007
BT Wholesale Microcap Opportunities Fund (PDF 840KB) 30 June 2007
BT Wholesale Smaller Companies Fund (PDF 1MB) 30 June 2007
BT Wholesale Australian Small Companies Fund (PDF 1MB) 30 June 2007
International equity
BT Institutional Global Share Fund (PDF 1MB) 30 June 2007
BT Wholesale American Share Fund (PDF 780KB) 30 June 2007
BT Wholesale Asian Share Fund (PDF 930KB) 30 June 2007
BT Wholesale Core Global Share Fund (PDF 880KB) 30 June 2007
BT Wholesale Core Hedged Global Share Fund (PDF 990KB) 30 June 2007
BT Wholesale European Share Fund (PDF 850KB) 30 June 2007
BT Wholesale International Share Fund (PDF 850KB) 30 June 2007
BT Wholesale Japanese Share Fund (PDF 920KB) 30 June 2007
BT Wholesale Technology Fund** (PDF 970KB) 30 June 2007
BT Wholesale Value Global Share Fund (PDF 870KB) 30 June 2007
Australian property
BT Wholesale Property Investment Fund (PDF 1.02MB) 30 June 2007
BT Wholesale Property Securities Fund (PDF 860KB) 30 June 2007
BT Institutional Enhanced Property Securities Fund (PDF 960KB) 30 June 2007
International property
BT Global Property Value Fund (PDF 700KB) 30 June 2007
BT Wholesale Global Property Securities Fund (PDF 850KB) 30 June 2007
Australian fixed interest
BT Institutional Australian Bond (PDF 1.2MB) 30 June 2007
BT Institutional Enhanced Fixed Interest Fund (PDF 860KB) 30 June 2007
BT Wholesale Enhanced Credit Fund (PDF 915KB) 30 June 2007
BT Wholesale Fixed Interest Fund (PDF 800KB) 30 June 2007
International fixed interest
BT Institutional Enhanced Global Fixed Interest Fund (PDF 1.2MB) 30 June 2007
BT Institutional Global Credit Fund (PDF 884KB) 30 June 2006
BT Wholesale Global Fixed Interest Fund (PDF 800KB) 30 June 2007
Cash
BT Institutional Enhanced Cash Fund (PDF 940KB) 30 June 2007
BT Institutional Managed Cash Fund (PDF 1.2MB) 30 June 2007
BT Institutional Money Market Fund (PDF 690KB) 30 June 2007
Alternative investments
BT Global Return Fund (PDF 920KB) 30 June 2007
BT Wholesale Multi-Strategy Yield Fund (PDF 880KB) 30 June 2007
BT Strategic Commodity Active Fund (PDF 960KB) 30 June 2007
BT Total Return Fund (PDF 935KB) 30 June 2007
Socially Responsible Investment
BT Institutional Australian Sustainability Share Fund (PDF 870KB) 30 June 2007
BT Institutional Ethical Balanced Fund (PDF 820KB) 30 June 2007
BT Institutional International Sustainability Share Fund (PDF 850KB) 30 June 2007
BT Wholesale Ethical Conservative Fund (PDF 1MB) 30 June 2007
BT Wholesale Ethical Share Fund (PDF 1MB) 30 June 2007
Diversified
BT Wholesale Active Balanced Fund (PDF 960KB) 30 June 2007
BT Wholesale Balanced Returns Fund (PDF 900KB) 30 June 2007
BT Wholesale Conservative Outlook Fund (PDF 950KB) 30 June 2007
BT Wholesale Future Goals Fund (PDF 960KB) 30 June 2007
BT Wholesale Split Growth Fund (PDF 830KB) 30 June 2007
BT Wholesale Tax Effective Income Fund (PDF 920KB) 30 June 2007

* Formerly BT Wholesale Geared Tax Effective Share Fund
** Formerly BT Wholesale TIME Fund


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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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