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 Choose from a range of blue chip Model Portfolios to construct a Personal Portfolio that suits your investment needs:
BlackRock Index - Top 20 (BlueChip20)
Minimum investment
$5,000
Indicative number of stocks
About 20
Investment fees*
Nil
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The BlackRock Index – Top 20 Model Portfolio seeks to match the total return (both income and capital growth) of the S&P/ASX 20 Index, before taking into account Model Portfolio fees and expenses. The Index is comprised of the 20 largest and most liquid stocks in the Australian stock market. The Model Portfolio may invest in shares that have been or are expected to be included in the Index. More information on BlueChip20.
BlackRock Property Securities Index
Minimum investment
$5,000
Indicative number of stocks
Up to 30
Investment fees*
Nil
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The BlackRock Property Securities Index portfolio seeks to match the total return of the S&P/ASX 200 A-REIT Accumulation Index, before taking into account Model Portfolio fees and expenses. The index is comprised of listed vehicles classified as Property Trusts, in the Australian stock market. The Model Portfolio may invest in securities that have been or are expected to be included in the index.
BlackRock Financials
Minimum investment
$5,000
Indicative number of stocks
20-30
Investment fees*
0.40% p.a. |
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The BlackRock Financials Model Portfolio aims to track the performance of the top 25 stocks by market capitalisation in the Financials sector of the ASX before taking into account Model Portfolio fees and expenses. These securities are listed on the ASX and are involved in activities such as banking, mortgage finance, consumer finance, specialized finance, investment banking and brokerage, asset management and custody, corporate lending, insurance, financial investment, and real estate.
BlackRock Resources
Minimum investment
$5,000
Indicative number of stocks
20-30
Investment fees*
0.40% p.a. |
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The BlackRock Resources Model Portfolio aims to track the performance of the top 25 stocks, ranked by their weight in their respective sector, when the Energy and Materials sectors of the S&P/ASX 200 Index are combined. The investment objective of the BlackRock Resources Model Portfolio is pursued by investing in a basket of securities listed on the ASX whose businesses are predominantly involved with the following activities: the construction or provision of oil rigs, drilling equipment and/or transportation of oil and gas products, coal and other consumable fuels and other energy related service and equipment, including seismic data collection; or, companies engaged in the exploration, production, marketing and refining.
The Model Portfolio will also invest in companies that manufacture chemicals, construction materials, glass, paper, forest products and related packaging products, and metals, minerals and mining companies, including producers of steel.
ETF S&P Global 100
Minimum investment
$1,000
Indicative number of stocks
ETF units
Investment fees*
Nil^ |
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The ETF S&P Global 100 Model Portfolio seeks investment results that correspond to the price and yield performance of global large-cap stocks, as represented by the Standard & Poor’s Global 100 Index, a subset of the S&P Global 1200 Index. The Model Portfolio invests in the iShares® S&P Global 100, which is an Exchange Traded Fund (ETF) managed by Barclays Global Fund Advisers, a subsidiary of Barclays Global Investors. The Index is designed to measure the performance of 100 large transnational companies that are of major importance in the global markets and have a minimum
adjusted market capitalisation of US$5 billion.
ETF FTSE/Xinhua China 25
Minimum investment
$1,000
Indicative number of stocks
ETF units
Investment fees*
Nil^ |
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The ETF FTSE/Xinhua China 25 Model Portfolio seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the FTSE/Xinhua China 25 Index. The Model Portfolio invests in the iShares® FTSE/ XINHUA China 25, which is an Exchange Traded Fund (ETF). The Index is designed to represent the performance of the largest companies in the China equity market that are available to international investors. The Index consists of 25 of the largest and most liquid Chinese companies.
van Eyk Ethical
Minimum investment
$5,000
Indicative number of stocks
15-25
Investment fees*
0.33% p.a.
Performance fee
11.00% p.a.~ |
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The objective of the van Eyk Ethical Model Portfolio is to outperform its benchmark, the S&P/ASX 300 Industrials Accumulation Index, over rolling 3-year periods. This Model Portfolio has been developed by van Eyk’s share selection process in combination with a universe of ethically compliant companies provided by Corporate Monitor, a well-known ethical rating research firm. The universe draws upon the S&P/ASX 200 and about 50 smaller companies using the Corporate Monitor 5 Star Rating System for their environment, social and governance performance.
The Model Portfolio’s universe of eligible companies has:
- No direct involvement in gaming, tobacco, weapons or uranium mining
- An environment rating of 3 or better (as rated by Corporate Monitor)
- a social and governance rating of 2 or better (as rated by Corporate Monitor).
*Model-specific fees shown only – other fees also apply.
^iShares® are ETFs which have a fee as disclosed in the individual, relevant iShares® Fund prospectus. For more information please visit www.iShares.com.au
~Indicative only – full details of any Performance Fees charged can be found on page 28 of the PDS. Performance Fee is only paid when absolute return is positive.
 | BlackRock Index - Top 20 Quarterly Performance Report | | BlackRock Property Securities Index Quarterly Performance Report | | BlackRock Financials Quarterly Performance Report | | BlackRock Resources Quarterly Performance Report | | van Eyk Ethical Portfolio Quarterly Performance Report |
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