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BT Investor Choice - Balanced Growth - Managed Fund

Fund Objective
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 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 0.47% 0.11% 2.64% 5.39% 8.24% 7.82% 7.23% 6.26%
Growth return 0.76% 0.52% 0.82% -2.65% -2.48% -1.09% -1.36% -0.08%
Income return -0.29% -0.41% 1.82% 8.04% 10.72% 8.91% 8.59% 6.34%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.38% -0.09% 4.07% 8.34% 11.24% 10.63% 8.07% 8.42%
As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Investor Choice - Balanced Growth
Australian Equities
25.41%
International Equities
26.77%
Cash
3.08%
Property & Infrastructure
3.91%
Fixed Interest
15.49%
Alternatives
25.34%
Average Allocation of Peers
Australian Equities
27.74%
International Equities
34.62%
Cash
5.17%
Property & Infrastructure
6.27%
Fixed Interest
20.37%
Alternatives
5.84%

General Information

Fund Details
Type Description
BT Investor Choice - Balanced Growth
BT Financial Group Ltd
WFS0033AU
Multisector Growth
starstar (as at 31 Jan 2026)
Investment Fund
21 Mar 1990
$217433039 million (as at 31 Dec 2025)
$1.2063 (as at 12 Feb 2026)
$1.2027 (as at 12 Feb 2026)
Open
Offer information
Type Description
Standard entry fee 3%
MER 1.21% (as at 19 Dec 2025)
Indirect Cost Ratio (ICR) 1.21% (as at 30 Jun 2025)
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Dec 2023)

Holding (as at 31 Dec 2023) Type % of Portfolio
BT Investor Choice Australian Growth Shr 24.16%
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FAQs about the BT Investor Choice - Balanced Growth

The objective of the BT Investor Choice - Balanced Growth 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 strategy of the BT Investor Choice - Balanced Growth 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 managed fund is WFS0033AU.

BT Investor Choice - Balanced Growth’s total return last month was 0.47%. This was made up of a growth return of 0.76% and an income return of -0.29%. These returns were calculated as at 31 Jan 2026.

BT Investor Choice - Balanced Growth’s total return for the last three months was 0.11%. This was made up of a growth return of 0.52% and an income return of -0.41%%. These returns were calculated as at 31 Jan 2026.

BT Investor Choice - Balanced Growth’s one-year total return is 5.39%. This was made up of a growth return of -2.65% and an income return of 8.04%. These returns were calculated as at 31 Jan 2026.

BT Investor Choice - Balanced Growth’s one-year total return is 7.82%. This was made up of a growth return of -1.09% and an income return of 8.91%. These returns were calculated as at 31 Jan 2026.

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

Australian Equities
25.41%
International Equities
26.77%
Cash
3.08%
Property & Infrastructure
3.91%
Fixed Interest
15.49%
Alternatives
25.34%

The Responsible Entity for the BT Investor Choice - Balanced Growth managed fund is BT Financial Group Ltd.

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

As at 31 Dec 2025, the size of the BT Investor Choice - Balanced Growth managed fund was $217433039 million.

The BT Investor Choice - Balanced Growth managed fund has an inception date of 21 Mar 1990.

The current entry price of the BT Investor Choice - Balanced Growth managed fund is $1.2063 per unit and the current exit price is $1.2027 per unit (as at 12 Feb 2026).

The current exit price of the BT Investor Choice - Balanced Growth managed fund is $1.2027 per unit and the current entry price is $1.2063 per unit (as at 12 Feb 2026).

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