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We are delighted to be able to offer the availability of the BT Global Growth Trust, an RRSP eligible fund.

Advantage

The advantage of this new product allows you to make a tax-exempt investment. It will be eligible under the usual Canadian statutes as well as for RRSPs, RESPs, RRIFs, RDSPs, TFSAs and DPSPs. The funds from this Trust will flow directly into the Fund, therefore an investment into the Trust is expected to yield undifferentiated returns from an investment into the Fund. The intention of this product is to allow our investors to benefit from BT Global Growth’s historically consistent high returns in a tax-free manner. The Trust is also going to be a very good new initiative for the Fund itself as we effectively create a new long-term and sizeable investor.

How to Invest in the BT Global Growth Trust

If you are interested in investing in the BT Global Growth Trust, please contact us, we will be happy to walk you through the process. If you are an existing BT Global Growth Trust investor, please click on the login button below or ‘BTGG Trust – Investor Login’ at the top of this webpage.

Trust Summary & Terms

Trust Inception: April 2021
Investment Eligibility: Eligible under the usual Canadian statutes as well as for RRSPs, RESPs, RRIFs, RDSPs, TFSAs & DPSPs
Currency: Canadian Dollars
Management Fees: 1.0%
Performance Fees: 20%, payable quarterly
Hurdle Rate: 5.0% per annum
High Water Mark: Yes
General Partner: BT Advisory Inc.
Portfolio Manager: BT Global Growth Inc.
Investment Date: Last business day of each month at NAV
Lock-up Period: 90 Days
Withdrawal Date: Last business day of each quarter (30 days’ notice)
Administrator: The Investment Administration Solution Inc. (IAS)
Auditors: PricewaterhouseCoopers LLP
FundSERV Accounts : BTA203, Class A / BTA204, Class F

Trust net asset value per unit (NAV)

Unit Class NAV as of August 31, 2021
Class A & F $9.50

If you would like to invest in the BT Global Growth Trust or if you have any questions, please do not hesitate to contact us. We thank you in advance for your support for our new endeavour.

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