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Mainstream Online Web Portal
LoginInvestors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.
Change in Asset Allocation
July 16, 2015
BT Wholesale Monthly Income Plus Fund (APIR code BTA0318AU, ARSN 137 707 996)
Notice of changes to the asset classes and asset allocation ranges of the BT Wholesale Monthly Income Plus Fund (Fund)
From 14 July 2015, we are removing the alternative investments asset class and asset allocation ranges and changing the fixed interest asset allocation ranges as shown in the table below.
| Asset Class | Current Asset Allocation Ranges | New Asset Allocation Ranges |
| Cash | 0-50% | 0-50% |
| Fixed Interest | 0-100% | 20-100% |
| Shares | 0-30% | 0-30% |
| Alternative Investments | 0-20% | N/A – removed |
Why are the asset classes and asset allocation ranges changing?
The Fund has not invested in alternative investments since March 2011 and we no longer intend to invest in this asset class. The changes to the asset classes and asset allocation ranges will more accurately reflect how we intend to invest the Fund in the future.
More information?
If you have any questions, please contact the BT Customer Relations on 1800 813 886 between 8.00am and 5.30pm (Sydney time), Monday to Friday.
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