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Morningstar Fund Report

BT Investor Choice Australian Growth Shr

Retail

Fund Report | Report generated 26 May 2022 |

Performance

30 Apr 2022

Growth of $10,000

Fund
Fund: BT Investor Choice Australian Growth Shr
Index
Index: S&P/ASX 200 TR AUD
Category
Category: Equity Australia Large Growth

Financial Year Total Returns

Jun-19 Jun-20 Jun-21 Apr-22
Fund 7.71 -7.18 29.84 4.32
+/- Cat 2.04 -3.82 -2.40 5.33
+/- Index -3.83 0.50 2.04 -0.94

Trailing Total Returns

as at 30 Apr 2022
Total Return +/- Cat +/- Index Cat Rank
1 Month -0.61 1.69 0.25 11 / 58
3 Month 7.31 5.01 -0.93 16 / 58
1 Year 8.11 4.61 -2.05 25 / 58
3 Year 9.76 0.27 0.34 31 / 54
5 Year 8.86 -0.02 0.05 29 / 51

Risk Analysis

as at 30 Apr 2022
3-Year Risk Measures Fund Category Index
Standard Deviation 17.32 18.18 17.65
Sharpe Ratio 0.61 0.52 0.58
R-Squared 97.95 85.54 --
Beta 0.97 0.95 --
Alpha 0.54 0.47 --

Fund Details

Fund Inception 01 Mar 1988
Responsible Entity Westpac Financial Services Limited
Fund Manager Pendal Institutional Limited
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2022)
72.08
Minimum Investment $ 5,000
Regular Savings Plan
(Yes/No)
Yes
Cash Distributions Semi-Annually

Current Investment Style

as at 30 Apr 2022

Size | Large Style | Blend

Asset Allocation

% as at 30 Apr 2022

Domestic Equity 98.253
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 0.000
International Fixed Interest 0.000
Cash 1.747
Other 0.000

Morningstar Sustainability Rating  Learn more

Quick Stats

as at 24 May 2022

APIR Code WFS0022AU
Legal Type Investment Trusts
Status Closed
Category Equity Australia Large Growth
Entry Price $ 2.2467
Exit Price $ 2.2353
Exit Price
1 Week Change $
0.0058

Morningstar Ratings

Overall 3
3 Year 3
5 Year 3
10 Year 3

Prosective Fees & Costs

as at 05 Mar 2021

Total Cost Ratio (Prospective) 0.70%
Investment Management Fee 0.70%
Performance Fee Costs 0.00%
Administration Fees & Costs --
Buy Spread/Sell Spread 0.25% / 0.25%