Morningstar Fund Report
BT Investor Choice Australian Growth Shr
Performance
30 Apr 2022
Growth of $10,000

Fund: BT Investor Choice Australian Growth Shr

Index: S&P/ASX 200 TR AUD

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 2022Total 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 20223-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 |
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3 Year |
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5 Year |
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10 Year |
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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% |