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Rebate Offer
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4.0% (100%)
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Minimum Initial Investment
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$1,000
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Expected Close Date
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Ongoing
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| Product Disclosure Statement | Download Product Disclosure Statement (PDS) | Request Product Disclosure Statement (PDS) |
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The primary aim of the BlackRock Hedged Global Small Cap Fund is to seek to maximise capital growth through exposure to a globally diversified portfolio of shares of quality smaller capitalisation companies listed on international stock exchanges.
The Fund also seeks to reduce the impact on the Fund of foreign currency movements relative to the Australian dollar by implementing a passive currency hedging overlay.
The investment process is drive by extensive research-based, bottom-up stock selection. The focus is on market inefficiency and structural change with the aim of identifying small companies that will be able to deliver superior long-term earnings growth. The Fund's performance benchmark is the S&P/Citigroup Global Equity Indices Extended Market Index ex-Australia (hedged in Australian dollars).
The BlackRock Hedged Global Small Cap Fund is designed for investors who:
- Seek an international share portfolio that provides access to investment opportunities that are not readily available or are under represented in the Australian market;
- Have a longer term investment horizon;
- Accept the risk of significant fluctuations in global markets and currencies; and
- Seek to reduce the impact on Australian dollar returns on these investments that result from foreign currency exposure.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in the BlackRock Hedged Global Small Cap 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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