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| Rebate Offer |
4.0% (100%) |
| Minimum Initial Investment |
$5,000 |
| Expected Close Date |
Ongoing |
| Description |
The BlackRock Asset Allocation Alpha Fund is designed for investors seeking the potential for high absolute returns. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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The BlackRock Asset Allocation Alpha Fund aims to maximise total returns by employing a diverse range of global Tactical Asset Allocation (TAA) strategies. The fund can be combined with sector specialist funds to give a more comprehensive return.
The fund will use thematic strategies, focused on exploiting trends, likely developments and mis-pricing across equity, cash, fixed interest, property, commodity and currency markets. The fund may invest in any derivative or physical instrument or asset from any asset class and/or currency subject to consistency with its risk budget. The fund will typically be invested in cash and short term fixed interest securities with derivative overlays used to achieve exposures to desired positions in markets.
Key benefits
- Potential of high absolute returns - target investment return of 12 percentage points above the UBS Australia Bank Bill Index over rolling 3 year periods, gross of fees.
- Active asset allocation - returns are derived from an active allocation process.
- Leverage - The fund utilises high levels of risk and leverage in its operations.
- BlackRock's expertise- Access BlackRock's global asset allocation and investment teams' expertise
Investors seeking the potential for high absolute returns, or who are seeking exposure to asset allocation strategies should consider this Fund. Investors should also have a longer-term investment horizon (indicative horizon for this type of Fund would be 3 years or more) and be prepared to accept the risk of volatility associated with global markets.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4% entry fee on investments in the BlackRock Asset Allocation Alpha Fund as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.40% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) |
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