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  5. BT Investor Choice - Cash Management Trust - Managed fund profile

BT Investor Choice - Cash Management Trust - Managed Fund

Fund Objective
To provide high capital security and maximised income earnings over the short term (two years).
Fund Strategy
The fund will invest mostly in short-term liquid assets such as bank bills. Other assets may include other interest-bearing securities such as mortgage-backed securities and floating-rate notes.

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 0.27% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.3% 0.91% 1.91% 4.09% 4.22% 4% 2.52% 2.06%
As at 31 Jul 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Investor Choice - Cash Management Trust
Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
44.84%
Australian Equities
3.95%
International Equities
6.69%
Property & Infrastructure
1.44%
Fixed Interest
20.69%
Alternatives
22.40%

General Information

Fund Details
Type Description
BT Investor Choice - Cash Management Trust
Westpac Financial Services Limited
WFS0011AU
Australian Cash
starstar (as at 31 Mar 2013)
Investment Fund
11 Mar 1987
$21.33 million (as at 31 Jul 2025)
n/a
$1
Open
Offer information
Type Description
MER 0.10% (as at 14 Feb 2025)
Indirect Cost Ratio (ICR) 0.11% (as at 30 Jun 2023)
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 - Cash Management Trust

The objective of the BT Investor Choice - Cash Management Trust managed fund is To provide high capital security and maximised income earnings over the short term (two years).

The strategy of the BT Investor Choice - Cash Management Trust managed fund is The fund will invest mostly in short-term liquid assets such as bank bills. Other assets may include other interest-bearing securities such as mortgage-backed securities and floating-rate notes.

The APIR code of the BT Investor Choice - Cash Management Trust managed fund is WFS0011AU.

BT Investor Choice - Cash Management Trust’s total return last month was 0.27%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2025.

BT Investor Choice - Cash Management Trust’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Jul 2025.

BT Investor Choice - Cash Management Trust’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2025.

BT Investor Choice - Cash Management Trust’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jul 2025.

The asset allocation of the BT Investor Choice - Cash Management Trust managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the BT Investor Choice - Cash Management Trust managed fund is Westpac Financial Services Limited.

The BT Investor Choice - Cash Management Trust managed fund belongs to the Australian Cash sector/asset class.

As at 31 Jul 2025, the size of the BT Investor Choice - Cash Management Trust managed fund was $21.33 million.

The BT Investor Choice - Cash Management Trust managed fund has an inception date of 11 Mar 1987.

The current entry price of the BT Investor Choice - Cash Management Trust managed fund is $ per unit and the current exit price is $1 per unit (as at ).

The current exit price of the BT Investor Choice - Cash Management Trust managed fund is $1 per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the BT Investor Choice - Cash Management Trust 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.