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  5. BT Investor Choice - All Australian Growth Shares - Managed fund profile

BT Investor Choice - All Australian Growth Shares - Managed Fund

Fund Objective
To provide capital growth plus some tax effective income over the recommended investment timeframe of five years or more.
Fund Strategy
The fund will invest mostly in shares of Australian companies with good long-term growth prospects. The fund may also invest in other listed or unlisted securities such as preference shares.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -2.65% 1.09% 14.07% 8.38% 4.73% 5.65% 7.34% 7.14%
Growth return -2.65% 1.09% 12.47% 4.58% -2.38% 0% 3.15% 2.14%
Income return 0% 0% 1.6% 3.8% 7.11% 5.65% 4.19% 5%
Market index (S&P/ASX 200 TR AUD)
Total return -2.94% 1.04% 15.17% 9.07% 5.9% 7.3% 8% 7.76%
As at 30 Apr 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Investor Choice - All Australian Growth Shares
Australian Equities
97.33%
Cash
2.67%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
91.03%
Cash
0.53%
International Equities
4.28%
Property
3.76%
Fixed Interest
0.35%
Alternatives
0.06%

General Information

Fund Details
Type Description
BT Investor Choice - All Australian Growth Shares
Westpac Financial Services Limited
WFS0102AU
Equity Australia Large Growth
starstarstar (as at 31 Mar 2024)
Investment Fund
1 Mar 2000
$28.65 million (as at 31 Mar 2024)
$1.1605 (as at 2 May 2024)
$1.1547 (as at 2 May 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.18% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2023)

Holding (as at 30 Jun 2023) Type % of Portfolio
BHP Group Ltd Equity 11.89%
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FAQs about the BT Investor Choice - All Australian Growth Shares

The objective of the BT Investor Choice - All Australian Growth Shares managed fund is To provide capital growth plus some tax effective income over the recommended investment timeframe of five years or more.

The strategy of the BT Investor Choice - All Australian Growth Shares managed fund is The fund will invest mostly in shares of Australian companies with good long-term growth prospects. The fund may also invest in other listed or unlisted securities such as preference shares.

The APIR code of the BT Investor Choice - All Australian Growth Shares managed fund is WFS0102AU.

BT Investor Choice - All Australian Growth Shares’s total return last month was -2.65%. This was made up of a growth return of -2.65% and an income return of 0%. These returns were calculated as at 30 Apr 2024.

BT Investor Choice - All Australian Growth Shares’s total return for the last three months was 1.09%. This was made up of a growth return of 1.09% and an income return of 0%%. These returns were calculated as at 30 Apr 2024.

BT Investor Choice - All Australian Growth Shares’s one-year total return is 8.38%. This was made up of a growth return of 4.58% and an income return of 3.8%. These returns were calculated as at 30 Apr 2024.

BT Investor Choice - All Australian Growth Shares’s one-year total return is 5.65%. This was made up of a growth return of 0% and an income return of 5.65%. These returns were calculated as at 30 Apr 2024.

The asset allocation of the BT Investor Choice - All Australian Growth Shares managed fund is :

Australian Equities
97.33%
Cash
2.67%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Investor Choice - All Australian Growth Shares managed fund is Westpac Financial Services Limited.

The BT Investor Choice - All Australian Growth Shares managed fund belongs to the Equity Australia Large Growth sector/asset class.

As at 31 Mar 2024, the size of the BT Investor Choice - All Australian Growth Shares managed fund was $28.65 million.

The BT Investor Choice - All Australian Growth Shares managed fund has an inception date of 1 Mar 2000.

The current entry price of the BT Investor Choice - All Australian Growth Shares managed fund is $1.1605 per unit and the current exit price is $1.1547 per unit (as at 2 May 2024).

The current exit price of the BT Investor Choice - All Australian Growth Shares managed fund is $1.1547 per unit and the current entry price is $1.1605 per unit (as at 2 May 2024).

The minimum initial investment amount for the BT Investor Choice - All Australian Growth Shares managed fund is $5,000. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.