InvestSMART

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

Fund Objective
Aims to provide a moderate level of capital growth over the medium term (at least three years) and a moderate level of interest earnings.
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 mainly of interest bearing investments (such as Australian and international bonds, debt securities, bank-backed bills and cash on deposit) and a moderate holding of growth assets (such as shares and property).

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -2.71% -4.32% -7.46% -6.3% -0.08% -0.8% 0.75% 2.85%
Growth return -4.37% -5.95% -9.04% -8.2% -1.77% -2.9% -1.19% 0%
Income return 1.66% 1.63% 1.58% 1.9% 1.69% 2.1% 1.94% 2.85%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 0.47% 2.26% 5.93% 6.71% 9.26% 8% 4.02% 4.61%
As at 30 Jun 2022. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Investor Choice - Moderate Growth NEF
Australian Equities
9.11%
International Equities
11.74%
Cash
11.38%
Property & Infrastructure
4.11%
Fixed Interest
49.24%
Alternatives
14.42%
Average Allocation of Peers
Australian Equities
10.72%
International Equities
14.95%
Cash
14.81%
Property & Infrastructure
3.68%
Fixed Interest
50.22%
Alternatives
5.61%

General Information

Fund Details
Type Description
BT Investor Choice - Moderate Growth NEF
Closed
Westpac Financial Services Limited
WFS0333AU
Multisector Moderate
star (as at 30 Jun 2022)
Investment Fund
20 May 2002
$0 million (as at 30 Apr 2023)
$0.802 (as at 14 Jul 2022)
$0.8005 (as at 14 Jul 2022)
Finalised
Offer information
Type Description
MER 1.87% (as at 5 Mar 2021)
Indirect Cost Ratio (ICR) 2.27% (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 - Moderate Growth NEF

The objective of the BT Investor Choice - Moderate Growth NEF managed fund is Aims to provide a moderate level of capital growth over the medium term (at least three years) and a moderate level of interest earnings.

The strategy of the BT Investor Choice - Moderate 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 mainly of interest bearing investments (such as Australian and international bonds, debt securities, bank-backed bills and cash on deposit) and a moderate holding of growth assets (such as shares and property).

The APIR code of the BT Investor Choice - Moderate Growth NEF managed fund is WFS0333AU.

BT Investor Choice - Moderate Growth NEF’s total return last month was -2.71%. This was made up of a growth return of -4.37% and an income return of 1.66%. These returns were calculated as at 30 Jun 2022.

BT Investor Choice - Moderate Growth NEF’s total return for the last three months was -4.32%. This was made up of a growth return of -5.95% and an income return of 1.63%%. These returns were calculated as at 30 Jun 2022.

BT Investor Choice - Moderate Growth NEF’s one-year total return is -6.3%. This was made up of a growth return of -8.2% and an income return of 1.9%. These returns were calculated as at 30 Jun 2022.

BT Investor Choice - Moderate Growth NEF’s one-year total return is -0.8%. This was made up of a growth return of -2.9% and an income return of 2.1%. These returns were calculated as at 30 Jun 2022.

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

Australian Equities
9.11%
International Equities
11.74%
Cash
11.38%
Property & Infrastructure
4.11%
Fixed Interest
49.24%
Alternatives
14.42%

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

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

As at 30 Apr 2023, the size of the BT Investor Choice - Moderate Growth NEF managed fund was $0 million.

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

The current entry price of the BT Investor Choice - Moderate Growth NEF managed fund is $0.802 per unit and the current exit price is $0.8005 per unit (as at 14 Jul 2022).

The current exit price of the BT Investor Choice - Moderate Growth NEF managed fund is $0.8005 per unit and the current entry price is $0.802 per unit (as at 14 Jul 2022).

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