BT Investment Management is now Pendal
Company and Fund Name Changes
Following approval from shareholders, BT Investment Management Limited (BTIM) changed its company name to Pendal Group Limited (Pendal) on 27 April 2018.
To reflect our new name, we have updated the names of our funds, and the names of the responsible entity and the investment manager of these funds.
What does this name change mean?
Whilst our name has changed, it remains business as usual with no changes to our operational platform, relationships or contractual arrangements. Importantly, our investment teams also remain the same, with no changes to their structure or investment approaches.
We are working closely with our partners to reflect these new names through sales platforms, communications and investment operations.
New Company Names
Our company names have been changed as follows:
|BT Investment Management Limited
|Pendal Group Limited
|27 April 2018|
|BT Investment Management (Fund Services) Limited||Pendal Fund Services Limited||02 May 2018|
|BT Investment Management (Institutional) Limited||Pendal Institutional Limited||02 May 2018|
New Fund Names
Our fund names have changed as follows. Please contact us if you have any questions or require further information.
|Australian Fixed Interest||BTA0111AU||BT Government Bond Fund||Pendal Government Bond Fund|
|BTA0505AU||BT High Alpha Fixed Income Fund||Pendal High Alpha Fixed Income Fund|
|BTA0441AU||BT Pure Alpha Fixed Income Fund||Pendal Pure Alpha Fixed Income Fund|
|RFA0100AU||BT Wholesale Enhanced Credit Fund||Pendal Enhanced Credit Fund|
|RFA0813AU||BT Wholesale Fixed Interest Fund||Pendal Fixed Interest Fund|
|BTA0318AU||BT Wholesale Monthly Income Plus Fund||Pendal Monthly Income Plus Fund|
|Australian Property||RFA0817AU||BT Wholesale Property Investment Fund||Pendal Property Investment Fund|
|BTA0061AU||BT Wholesale Property Securities Fund||Pendal Property Securities Fund|
|Australian Shares||RFA0064AU||BT Wholesale Australian Long/Short Fund||Pendal Australian Long/Short Fund|
|BTA0055AU||BT Wholesale Australian Share Fund||Pendal Australian Equity Fund|
|RFA0818AU||BT Wholesale Core Australian Share Fund||Pendal Australian Share Fund|
|RFA0059AU||BT Wholesale Focus Australian Share Fund||Pendal Focus Australian Share Fund|
|RFA0130AU||BT Wholesale Geared Imputation Fund||Pendal Geared Imputation Fund|
|RFA0103AU||BT Wholesale Imputation Fund||Pendal Imputation Fund|
|RFA0061AU||BT Wholesale MicroCap Opportunities Fund||Pendal MicroCap Opportunities Fund|
|BTA0313AU||BT Wholesale MidCap Fund||Pendal MidCap Fund|
|RFA0819AU||BT Wholesale Smaller Companies Fund||Pendal Smaller Companies Fund|
|Cash||BTA0459AU||BT Institutional Stable Cash Plus Fund||Pendal Stable Cash Plus Fund|
|WFS0377AU||BT Wholesale Enhanced Cash Plus Fund||Pendal Enhanced Cash Fund|
|WFS0245AU||BT Wholesale Managed Cash Fund||Pendal Managed Cash Fund|
|Emerging Markets||BTA0419AU||BT Global Emerging Markets Opportunities Fund – Wholesale||Pendal Global Emerging Markets Opportunities Fund – WS|
|Equity Income||BTA0428AU||BT Balanced Equity Income Fund||Pendal Balanced Equity Income Fund|
|BTA0427AU||BT Defensive Equity Income Fund||Pendal Defensive Equity Income Fund|
|International Fixed Interest||RFA0032AU||BT Wholesale Global Fixed Interest Fund||Pendal Global Fixed Interest Fund|
|International Property||RFA0051AU||BT Wholesale Global Property Securities Fund||Pendal Global Property Securities Fund|
|International Shares||BTA0503AU||BT Concentrated Global Share Fund||Pendal Concentrated Global Share Fund|
|BTA0321AU||BT Dynamic Global Equity Fund||Pendal Dynamic Global Equity Fund|
|BTA0100AU||BT Wholesale American Share Fund||Pendal American Share Fund|
|BTA0054AU||BT Wholesale Asian Share Fund||Pendal Asian Share Fund|
|RFA0821AU||BT Wholesale Core Global Share Fund||Pendal Core Global Share Fund|
|RFA0031AU||BT Wholesale Core Hedged Global Share Fund||Pendal Core Hedged Global Share Fund|
|BTA0124AU||BT Wholesale European Share Fund||Pendal European Share Fund|
|BTA0056AU||BT Wholesale International Share Fund||Pendal International Share Fund|
|BTA0130AU||BT Wholesale Japanese Share Fund||Pendal Japanese Share Fund|
|Multi-Asset||RFA0815AU||BT Wholesale Active Balanced Fund||Pendal Active Balanced Fund|
|BTA0806AU||BT Wholesale Balanced Returns Fund||Pendal Balanced Returns Fund|
|BTA0805AU||BT Wholesale Conservative Outlook Fund||Pendal Active Conservative Fund|
|BTA0125AU||BT Wholesale Future Goals Fund||Pendal Active Growth Fund|
|BTA0488AU||BT Wholesale High Growth Fund||Pendal Active High Growth Fund|
|BTA0487AU||BT Wholesale Moderate Fund||Pendal Active Moderate Fund|
|Responsible Investments||WFS0285AU||BT Sustainable Australian Share Fund||Pendal Sustainable Australian Share Fund|
|BTA0122AU||BT Sustainable Balanced Fund||Pendal Sustainable Balanced Fund|
|RFA0811AU||BT Sustainable Conservative Fund||Pendal Sustainable Conservative Fund|
|BTA0568AU||BT Sustainable International Share Fund||Pendal Sustainable International Share Fund|
|RFA0025AU||BT Wholesale Ethical Share Fund||Pendal Ethical Share Fund|
|BTA0507AU||BT Sustainable Australian Fixed Interest Fund||Pendal Sustainable Australian Fixed Interest Fund|
We have updated our fund product disclosure statements, application forms and website to reflect the Pendal name from 7 May 2018. However, it will take some time to reflect the new names in all our systems. Our direct investors may still see the BT brand and name appearing in some places, including sections of their statements.
We are also working closely with our institutional, wholesale and investment platform partners to update our new names through platforms menus, product disclosure statements, statements and communications. We expect these updates to be made over the coming months, in line with each partners’ normal process to update product information.