Annual reports

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

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

Managed funds

Financial Year ended June 30

Superannuation & retirement plans

Financial Year ended June 30

^ This product is now closed. BT Super merged into the Mercer Super Trust on 1 April 2023, and all BT Super for Life and BT Super accounts were transferred to Mercer Super on that date.

Wholesale Multi-manager and Partner funds

** Formerly known as Multi-manager Diversified Share Fund

Insurance

Advance Diversified Multi-Blend Funds