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  5. BT Investor Choice - Dynamic Growth - Managed fund profile

BT Investor Choice - Dynamic Growth - Managed Fund

Fund Objective
To maximise capital growth over the recommended investment timeframe of five years or more.
Fund Strategy
The fund will invest mostly in assets with high long-term growth potential such as Australian and international shares and property securities.

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 -0.37% 1.79% 6.09% 17.59% 10.35% 5.75% 6.86% 6.68%
Growth return -0.37% 1.79% -6.02% -% 0.06% -2.68% 0.44% 1.68%
Income return 0% 0% 12.11% -% 10.29% 8.43% 6.42% 5%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -0.43% 1.58% 7.38% 20.91% 12.04% 5.34% 6.61% 7.49%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Investor Choice - Dynamic Growth
Australian Equities
33.12%
International Equities
37.44%
Cash
2.14%
Property
4.61%
Fixed Interest
10.35%
Alternatives
12.34%
Average Allocation of Peers
Australian Equities
27.50%
International Equities
33.67%
Cash
5.82%
Property
6.79%
Fixed Interest
21.62%
Alternatives
4.60%

General Information

Fund Details
Type Description
BT Investor Choice - Dynamic Growth
Westpac Financial Services Limited
WFS0034AU
Multisector Growth
starstarstarstar (as at 31 Oct 2024)
Investment Fund
21 Mar 1990
$50.56 million (as at 31 Aug 2024)
$1.4861 (as at 14 Nov 2024)
$1.4814 (as at 14 Nov 2024)
Open
Offer information
Type Description
MER 1.20% (as at 22 Jul 2024)
Indirect Cost Ratio (ICR) 1.20% (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 31 Dec 2023)

Holding (as at 31 Dec 2023) Type % of Portfolio
BT Investor Choice Australian Growth Shr Mutual Fund - Open End 37.65%
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FAQs about the BT Investor Choice - Dynamic Growth

The objective of the BT Investor Choice - Dynamic Growth managed fund is To maximise capital growth over the recommended investment timeframe of five years or more.

The strategy of the BT Investor Choice - Dynamic Growth managed fund is The fund will invest mostly in assets with high long-term growth potential such as Australian and international shares and property securities.

The APIR code of the BT Investor Choice - Dynamic Growth managed fund is WFS0034AU.

BT Investor Choice - Dynamic Growth’s total return last month was -0.37%. This was made up of a growth return of -0.37% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

BT Investor Choice - Dynamic Growth’s total return for the last three months was 1.79%. This was made up of a growth return of 1.79% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

BT Investor Choice - Dynamic Growth’s one-year total return is 17.59%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

BT Investor Choice - Dynamic Growth’s one-year total return is 5.75%. This was made up of a growth return of -2.68% and an income return of 8.43%. These returns were calculated as at 31 Oct 2024.

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

Australian Equities
33.12%
International Equities
37.44%
Cash
2.14%
Property
4.61%
Fixed Interest
10.35%
Alternatives
12.34%

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

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

As at 31 Aug 2024, the size of the BT Investor Choice - Dynamic Growth managed fund was $50.56 million.

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

The current entry price of the BT Investor Choice - Dynamic Growth managed fund is $1.4861 per unit and the current exit price is $1.4814 per unit (as at 14 Nov 2024).

The current exit price of the BT Investor Choice - Dynamic Growth managed fund is $1.4814 per unit and the current entry price is $1.4861 per unit (as at 14 Nov 2024).

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