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  5. BT Investor Choice - Australian Property Securities - Managed fund profile

BT Investor Choice - Australian Property Securities - Managed Fund

Fund Objective
Aims to provide investors with a diversified portfolio of property investments offering potential for long term capital growth.
Fund Strategy
The fund seeks to invest in assets that provide an exposure to various types of properties throughout Australia such as office blocks, shopping centers and industrial buildings.

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 2.59% 6.66% 15.31% 39.28% 19.02% 6.92% 6.37% 9.05%
Growth return 2.59% 6.21% -14.85% 1.78% -2.28% -12.24% -9.82% -2.76%
Income return 0% 0.45% 30.16% 37.5% 21.3% 19.16% 16.19% 11.81%
Market index (S&P/ASX 200 A-REIT TR)
Total return 2.48% 6.47% 14.8% 40.5% 19.21% 7.32% 6.27% 9.55%
As at 30 Nov 2024. 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
99.11%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.84%
Property
95%
Australian Equities
2.14%
International Equities
0.76%
Fixed Interest
0.24%
Alternatives
0.04%

General Information

Fund Details
Type Description
BT Investor Choice - Australian Property Securities
Westpac Financial Services Limited
WFS0101AU
Equity Australia Real Estate
starstarstar (as at 30 Nov 2024)
Investment Fund
1 May 1992
$63.52 million (as at 30 Nov 2024)
$0.6789 (as at 23 Dec 2024)
$0.6755 (as at 23 Dec 2024)
Open
Offer information
Type Description
MER 1.24% (as at 22 Jul 2024)
Indirect Cost Ratio (ICR) 1.24% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2023)

Holding (as at 30 Jun 2023) Type % of Portfolio
Goodman Group Equity 29.94%
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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 Aims to provide investors with a diversified portfolio of property investments offering potential for long term capital growth.

The strategy of the BT Investor Choice - Australian Property Securities managed fund is The fund seeks to invest in assets that provide an exposure to various types of properties throughout Australia such as office blocks, shopping centers and industrial buildings.

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 2.59%. This was made up of a growth return of 2.59% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

BT Investor Choice - Australian Property Securities’s total return for the last three months was 6.66%. This was made up of a growth return of 6.21% and an income return of 0.45%%. These returns were calculated as at 30 Nov 2024.

BT Investor Choice - Australian Property Securities’s one-year total return is 39.28%. This was made up of a growth return of 1.78% and an income return of 37.5%. These returns were calculated as at 30 Nov 2024.

BT Investor Choice - Australian Property Securities’s one-year total return is 6.92%. This was made up of a growth return of -12.24% and an income return of 19.16%. These returns were calculated as at 30 Nov 2024.

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

Cash
0.89%
Property
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 Westpac Financial Services Limited.

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

As at 30 Nov 2024, the size of the BT Investor Choice - Australian Property Securities managed fund was $63.52 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 $0.6789 per unit and the current exit price is $0.6755 per unit (as at 23 Dec 2024).

The current exit price of the BT Investor Choice - Australian Property Securities managed fund is $0.6755 per unit and the current entry price is $0.6789 per unit (as at 23 Dec 2024).

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.