InvestSMART

BT Investor Choice - Australian Property Securities - Managed Fund

Fund Objective
The fund invests mostly in listed property trusts, which are diversified across trust managers, property locations, and property types (e.g. commercial, industrial, retail). Underlying assets may also include other listed or unlisted securities.
Fund Strategy
The fund invests mostly in listed property trusts, which are diversified across trust managers, property locations, and property types (e.g. commercial, industrial, retail). Underlying assets may also include other listed or unlisted securities.

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 -3.6% -4.86% -10.4% 3.91% 5.93% 9.05% 8.08% 6.46%
Growth return -2.44% -8.41% -10.02% -21.15% -26.63% -12.4% -13.44% -8.06%
Income return -1.16% 3.55% -0.38% 25.06% 32.56% 21.45% 21.52% 14.52%
Market index (S&P/ASX 200 A-REIT TR)
Total return -3.54% -4.27% -10.29% 4.7% 6.87% 9.85% 8.95% 6.82%
As at 28 Feb 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Investor Choice - Australian Property Securities
Cash
0.89%
Property & Infrastructure
99.11%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.65%
Property & Infrastructure
93.02%
Australian Equities
3.72%
International Equities
0.32%
Fixed Interest
0%
Alternatives
1.29%

General Information

Fund Details
Type Description
BT Investor Choice - Australian Property Securities
BT Financial Group Ltd
WFS0101AU
Equity Australia Real Estate
starstarstar (as at 28 Feb 2026)
Investment Fund
1 May 1992
$49.37 million (as at 28 Feb 2026)
$0.4322 (as at 23 Mar 2026)
$0.43 (as at 23 Mar 2026)
Open
Offer information
Type Description
MER 1.24% (as at 19 Dec 2025)
Indirect Cost Ratio (ICR) 1.24% (as at 30 Jun 2025)
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 28 Feb 2026)

Holding (as at 28 Feb 2026) Type % of Portfolio
Goodman Group 37.27%
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FAQs about the BT Investor Choice - Australian Property Securities

The objective of the BT Investor Choice - Australian Property Securities managed fund is The fund invests mostly in listed property trusts, which are diversified across trust managers, property locations, and property types (e.g. commercial, industrial, retail). Underlying assets may also include other listed or unlisted securities.

The strategy of the BT Investor Choice - Australian Property Securities managed fund is The fund invests mostly in listed property trusts, which are diversified across trust managers, property locations, and property types (e.g. commercial, industrial, retail). Underlying assets may also include other listed or unlisted securities.

The APIR code of the BT Investor Choice - Australian Property Securities managed fund is WFS0101AU.

BT Investor Choice - Australian Property Securities’s total return last month was -3.6%. This was made up of a growth return of -2.44% and an income return of -1.16%. These returns were calculated as at 28 Feb 2026.

BT Investor Choice - Australian Property Securities’s total return for the last three months was -4.86%. This was made up of a growth return of -8.41% and an income return of 3.55%%. These returns were calculated as at 28 Feb 2026.

BT Investor Choice - Australian Property Securities’s one-year total return is 3.91%. This was made up of a growth return of -21.15% and an income return of 25.06%. These returns were calculated as at 28 Feb 2026.

BT Investor Choice - Australian Property Securities’s one-year total return is 9.05%. This was made up of a growth return of -12.4% and an income return of 21.45%. These returns were calculated as at 28 Feb 2026.

The asset allocation of the BT Investor Choice - Australian Property Securities managed fund is :

Cash
0.89%
Property & Infrastructure
99.11%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Investor Choice - Australian Property Securities managed fund is BT Financial Group Ltd.

The BT Investor Choice - Australian Property Securities managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 28 Feb 2026, the size of the BT Investor Choice - Australian Property Securities managed fund was $49.37 million.

The BT Investor Choice - Australian Property Securities managed fund has an inception date of 1 May 1992.

The current entry price of the BT Investor Choice - Australian Property Securities managed fund is $0.4322 per unit and the current exit price is $0.43 per unit (as at 23 Mar 2026).

The current exit price of the BT Investor Choice - Australian Property Securities managed fund is $0.43 per unit and the current entry price is $0.4322 per unit (as at 23 Mar 2026).

The minimum initial investment amount for the BT Investor Choice - Australian Property Securities 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.