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BlueChip Series BlackRock Property Securities Index

Fund Category Property
Minimum Initial Investment $5,000
Expected Close Date Ongoing
BlueChip Series logo

The 2020 DIRECTINVEST BlueChip Series BlackRock Property Securities Index seeks to match the total return of the S&P/ASX 200 A-REIT Accumulation Index, before taking into account model fees and expenses. Managed by BlackRock Investments Australia, the model investment strategy is pursued by investing in a representative sample of securities held in the S&P/ASX 200 A-REIT Accumulation Index.

Blackrock Property Securities Index is a separately managed account that provides investors access to up to 30 stocks comprising of listed vehicles classified as Property Trusts in the Australian stock market. As a separately managed account, investors retain beneficial ownership of the underlying securities and are therefore eligible for dividends and franking credits. Learn more about separately managed accounts.

GROSS PERFORMANCE

as at 31 January 2014+
  3 mths 6 mths 1 yr 2 yrs (pa) 3 yrs (pa) Since inception (pa)^
Portfolio Return -4.96% 3.75% 14.56% 18.40% 10.06% 2.52%
Benchmark Return -6.63% 0.64% 11.43% 18.26% 8.10% N/A

The Benchmark for the Property Securities model portfolio is the S&P/ASX 200 A-REIT Accumulation Index.


Key Features

  • Beneficial ownership: you own the shares, not units in a managed fund.
  • Diversification: own a portfolio of up to 30 listed property trusts for as little as $5,000 minimum investment
  • Low cost: half the cost of a managed fund and institutional brokerage rates

 

Designed for investors who:

  • Seek exposure to listed property trusts;
  • Are happy to receive index returns without any active investment management; and
  • Accept risks consistent with listed property trusts.

 

About 2020 DIRECTINVEST BlueChip Series

2020 DIRECTINVEST BlueChip Series are separately manged accounts issued by Praemium Australia Limited. The BlackRock Property Securities Index is one of seven model portfolios available and is managed by BlackRock Investment Management Australia.

2020 DIRECTINVEST is the distributor of the BlueChip Series separately managed account. By aggregating the collective buying power of the members of our allied professional associations, we are able to provide direct access to this innovative and low cost product with no entry fee, exit fee or adviser service fees.

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FEE DISCLOSURE

There are no entry or exit fees in the 2020 DIRECTINVEST BlueChip Series. 2020 DIRECTINVEST receives a dealer group service fee of up to 0.35% pa.

Disclaimers and other important information

^Model performance inception date: 16/8/2006
Past performance is no indicator of future performance. Long term performance returns show the potential volatility of returns over time. The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested. Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially. Model portfolio composition and performance have been based on theoretical tracking of the model portfolio and are gross of fees and do not take tax positions into account. Please note, actual portfolios may not perform in the same manner as the model depicted in this document, depending on the nature of your personal Portfolio and any customisations. Rounding used in the presentation of data may result in minor variations.
~As at 31 March 2010.
+ Gross Returns incorporate a 2% cash holding

Investments

Australian shares
International shares
Property
Fixed income
Cash

 

Investment products

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Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
Superannuation
Separately managed accounts
Wrap accounts

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