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  5. BT Investor Choice - International Share - Managed fund profile

BT Investor Choice - International Share - Managed Fund

Fund Objective
To provide capital growth plus some income over the recommended investment timeframe of five years or more.
Fund Strategy
Invests mostly in shares or other corporate securities listed on major sharemarkets in North America, Europe, Japan and Asia.

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 5.45% 2.43% 9.03% 30.32% 20.91% 13.89% 12.73% 11.03%
Growth return 5.45% 2.43% 8.24% 29.38% 19.67% 12.84% 11.73% 10.13%
Income return 0% 0% 0.79% 0.94% 1.24% 1.05% 1% 0.9%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.92% 2.14% 10.2% 29.31% 20.19% 11.39% 13.27% 13.18%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

BT Investor Choice - International Share
International Equities
98.88%
Cash
1.12%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
93.09%
Cash
2.54%
Australian Equities
2.65%
Property
1.51%
Fixed Interest
0.12%
Alternatives
0.09%

General Information

Fund Details
Type Description
BT Investor Choice - International Share
Westpac Financial Services Limited
WFS0023AU
Equity World Large Blend
starstarstar (as at 30 Sep 2024)
Investment Fund
10 Jun 1986
$28.74 million (as at 31 Aug 2024)
$3.6925 (as at 5 Nov 2024)
$3.6888 (as at 5 Nov 2024)
Open
Offer information
Type Description
MER 1.29% (as at 22 Jul 2024)
Indirect Cost Ratio (ICR) 1.29% (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 2016)

Holding (as at 30 Jun 2016) Type % of Portfolio
Westpac International Equity Index A Mutual Fund - Open End 76.45%
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FAQs about the BT Investor Choice - International Share

The objective of the BT Investor Choice - International Share managed fund is To provide capital growth plus some income over the recommended investment timeframe of five years or more.

The strategy of the BT Investor Choice - International Share managed fund is Invests mostly in shares or other corporate securities listed on major sharemarkets in North America, Europe, Japan and Asia.

The APIR code of the BT Investor Choice - International Share managed fund is WFS0023AU.

BT Investor Choice - International Share’s total return last month was 5.45%. This was made up of a growth return of 5.45% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

BT Investor Choice - International Share’s total return for the last three months was 2.43%. This was made up of a growth return of 2.43% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

BT Investor Choice - International Share’s one-year total return is 30.32%. This was made up of a growth return of 29.38% and an income return of 0.94%. These returns were calculated as at 31 Oct 2024.

BT Investor Choice - International Share’s one-year total return is 13.89%. This was made up of a growth return of 12.84% and an income return of 1.05%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the BT Investor Choice - International Share managed fund is :

International Equities
98.88%
Cash
1.12%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

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

The BT Investor Choice - International Share managed fund belongs to the Equity World Large Blend sector/asset class.

As at 31 Aug 2024, the size of the BT Investor Choice - International Share managed fund was $28.74 million.

The BT Investor Choice - International Share managed fund has an inception date of 10 Jun 1986.

The current entry price of the BT Investor Choice - International Share managed fund is $3.6925 per unit and the current exit price is $3.6888 per unit (as at 5 Nov 2024).

The current exit price of the BT Investor Choice - International Share managed fund is $3.6888 per unit and the current entry price is $3.6925 per unit (as at 5 Nov 2024).

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