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  5. BT Investor Choice - Balanced Growth NEF - Managed fund profile

BT Investor Choice - Balanced Growth NEF - Managed Fund (Closed)

Fund Objective
Aims to provide a high level of capital growth over the long term (at least five years) from a balanced portfolio of assets.
Fund Strategy
The fund will invest either directly or indirectly through collective investments (such as life policies or unit trusts) so that the underlying assets of the Investment Option consist of a diversified portfolio of mainly growth assets (Australian and international shares and property) and to provide for the potential for long term capital growth.

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 -3.03% -1.32% 0% 9.56% 0.58% 6.52% 3.55% 4.94%
Growth return -3.03% -1.32% -1.08% 7.99% -2.88% 3.05% 0.8% 1.77%
Income return 0% 0% 1.08% 1.57% 3.46% 3.47% 2.75% 3.17%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.9% 5.39% 7.14% 12.12% 12.75% 11.38% 8.95% 8.08%
As at 30 Sep 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Investor Choice - Balanced Growth NEF
Australian Equities
29.10%
International Equities
30.65%
Cash
3.53%
Property & Infrastructure
4.47%
Fixed Interest
17.74%
Alternatives
14.51%
Average Allocation of Peers
Australian Equities
27.24%
International Equities
35.24%
Cash
6.12%
Property & Infrastructure
6.41%
Fixed Interest
20.99%
Alternatives
4.01%

General Information

Fund Details
Type Description
BT Investor Choice - Balanced Growth NEF
Closed
Westpac Financial Services Limited
WFS0334AU
Multisector Growth
starstar (as at 30 Sep 2023)
Investment Fund
20 May 2002
$9.85 million (as at 31 Oct 2023)
$0.9278 (as at 23 Oct 2023)
$0.925 (as at 23 Oct 2023)
Finalised
Offer information
Type Description
MER 1.83% (as at 19 Sep 2023)
Indirect Cost Ratio (ICR) 2.28% (as at 30 Jun 2021)
Performance fee (not included in ICR) 0
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

FAQs about the BT Investor Choice - Balanced Growth NEF

The objective of the BT Investor Choice - Balanced Growth NEF managed fund is Aims to provide a high level of capital growth over the long term (at least five years) from a balanced portfolio of assets.

The strategy of the BT Investor Choice - Balanced Growth NEF managed fund is The fund will invest either directly or indirectly through collective investments (such as life policies or unit trusts) so that the underlying assets of the Investment Option consist of a diversified portfolio of mainly growth assets (Australian and international shares and property) and to provide for the potential for long term capital growth.

The APIR code of the BT Investor Choice - Balanced Growth NEF managed fund is WFS0334AU.

BT Investor Choice - Balanced Growth NEF’s total return last month was -3.03%. This was made up of a growth return of -3.03% and an income return of 0%. These returns were calculated as at 30 Sep 2023.

BT Investor Choice - Balanced Growth NEF’s total return for the last three months was -1.32%. This was made up of a growth return of -1.32% and an income return of 0%%. These returns were calculated as at 30 Sep 2023.

BT Investor Choice - Balanced Growth NEF’s one-year total return is 9.56%. This was made up of a growth return of 7.99% and an income return of 1.57%. These returns were calculated as at 30 Sep 2023.

BT Investor Choice - Balanced Growth NEF’s one-year total return is 6.52%. This was made up of a growth return of 3.05% and an income return of 3.47%. These returns were calculated as at 30 Sep 2023.

The asset allocation of the BT Investor Choice - Balanced Growth NEF managed fund is :

Australian Equities
29.10%
International Equities
30.65%
Cash
3.53%
Property & Infrastructure
4.47%
Fixed Interest
17.74%
Alternatives
14.51%

The Responsible Entity for the BT Investor Choice - Balanced Growth NEF managed fund is Westpac Financial Services Limited.

The BT Investor Choice - Balanced Growth NEF managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Oct 2023, the size of the BT Investor Choice - Balanced Growth NEF managed fund was $9.85 million.

The BT Investor Choice - Balanced Growth NEF managed fund has an inception date of 20 May 2002.

The current entry price of the BT Investor Choice - Balanced Growth NEF managed fund is $0.9278 per unit and the current exit price is $0.925 per unit (as at 23 Oct 2023).

The current exit price of the BT Investor Choice - Balanced Growth NEF managed fund is $0.925 per unit and the current entry price is $0.9278 per unit (as at 23 Oct 2023).

The minimum initial investment amount for the BT Investor Choice - Balanced Growth 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.