Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | -8.56% | -2.43% | 0.05% | 12.52% | -6.77% | 3.51% | 2.01% | 6.25% |
Growth return | -8.83% | -2.72% | -0.69% | 10.53% | -8.46% | 2.01% | 0.5% | 3.49% |
Income return | 0.27% | 0.29% | 0.74% | 1.99% | 1.69% | 1.5% | 1.51% | 2.76% |
Market index (S&P/ASX 200 A-REIT TR)
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Total return | 4.47% | 9.86% | 16.7% | 14.49% | 20.15% | 15.35% | 12.27% | 9% |
Type | Description |
BT Investor Choice - Australian Property Securities NEF | |
Closed | |
Westpac Financial Services Limited | |
WFS0329AU | |
Equity Australia Real Estate | |
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|
Investment Fund | |
20 May 2002 | |
$6.63 million (as at 31 Oct 2023) | |
$0.6995 (as at 23 Oct 2023) | |
$0.696 (as at 23 Oct 2023) | |
Finalised |
Type | Description |
MER | 1.81% (as at 19 Sep 2023) |
Indirect Cost Ratio (ICR) | 2.22% (as at 30 Jun 2021) |
Performance fee (not included in ICR) | 0 |
Minimum initial investment | $5,000.00 |
Minimum additional investments | |
Minimum redemption amount |
Holding (as at 31 Jul 2025) | Type | % of Portfolio |
Goodman Group | Equity - REIT | 40.02% |
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The objective of the BT Investor Choice - Australian Property Securities NEF managed fund is Aims to provide investors with a diversified portfolio of property investments offering potential for long term capital growth.
The strategy of the BT Investor Choice - Australian Property Securities NEF managed fund is The fund seeks to invest in assets that provide an exposure to various types of properties throughout Australia such as office blocks, shopping centers and industrial buildings.
The APIR code of the BT Investor Choice - Australian Property Securities NEF managed fund is WFS0329AU.
BT Investor Choice - Australian Property Securities NEF’s total return last month was -8.56%. This was made up of a growth return of -8.83% and an income return of 0.27%. These returns were calculated as at 30 Sep 2023.
BT Investor Choice - Australian Property Securities NEF’s total return for the last three months was -2.43%. This was made up of a growth return of -2.72% and an income return of 0.29%%. These returns were calculated as at 30 Sep 2023.
BT Investor Choice - Australian Property Securities NEF’s one-year total return is 12.52%. This was made up of a growth return of 10.53% and an income return of 1.99%. These returns were calculated as at 30 Sep 2023.
BT Investor Choice - Australian Property Securities NEF’s one-year total return is 3.51%. This was made up of a growth return of 2.01% and an income return of 1.5%. These returns were calculated as at 30 Sep 2023.
The asset allocation of the BT Investor Choice - Australian Property Securities NEF managed fund is :
The Responsible Entity for the BT Investor Choice - Australian Property Securities NEF managed fund is Westpac Financial Services Limited.
The BT Investor Choice - Australian Property Securities NEF managed fund belongs to the Equity Australia Real Estate sector/asset class.
As at 31 Oct 2023, the size of the BT Investor Choice - Australian Property Securities NEF managed fund was $6.63 million.
The BT Investor Choice - Australian Property Securities NEF managed fund has an inception date of 20 May 2002.
The current entry price of the BT Investor Choice - Australian Property Securities NEF managed fund is $0.6995 per unit and the current exit price is $0.696 per unit (as at 23 Oct 2023).
The current exit price of the BT Investor Choice - Australian Property Securities NEF managed fund is $0.696 per unit and the current entry price is $0.6995 per unit (as at 23 Oct 2023).
The minimum initial investment amount for the BT Investor Choice - Australian Property Securities NEF 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.