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Investment Opportunities > Managed Accounts > 2020 DIRECTINVEST BlueChip Series

2020 DIRECTINVEST BLUECHIP SERIES

The 2020 DIRECTINVEST BlueChip Series is an innovative and low cost investment product that combines direct share ownership with professional fund management in a "separately managed account". Investors construct a unique and transparent investment portfolio using a range of investment strategies available. The BlueChip Series separately managed account allows investors to own a blue chip share portfolio with an investment of as little $5,000.

Key Benefits

  • Beneficial Ownership: You are the beneficial owner of the securities in your portfolio and will receive dividends and franking credits.   
  • Diversification: Low minimum investment allows you to construct a diversified Personal Portfolio
  • Cost effective investing: Half the cost of a managed fund & low trading costs
  • Smart Investing: Your investment is professionally managed; your portfolio is rebalanced to reflect the benchmark index as closely as possible.
  • Online management: gives you full access 24/7 to view your portfolio.  

 

KEY FEATURES

FEATURE DETAIL    
Available Options BlackRock Index - Top 20 (BlueChip20)
BlackRock Property Securities Index
BlackRock Financials
BlackRock Resources
ETF S&P Global 100
ETF FTSE/Xinhua China 25
van Eyk Ethical
Minimum Investment $5,000 per model portfolio ($1,000 per ETF)
Minimum Regular Contribution  Optional $500
Administration Fee* Members of 2020's partner associations:
ADA, Engineers Australia & ASA
0.755% pa
  Other members of 2020 DIRECTINVEST 0.865% pa
Investment Fee Each Model Portfolio has its own fee structure.  
Transaction fee Brokerage fees of 0.05% apply. In addition, a Settlement Fee of $0.33 per securities transaction applies.    

*Fees are calculated daily and deducted monthly; inclusive of 2020's Dealer Group Service Fee; Investment fees may apply on some Model Portfolios.

 

APPLY NOW

 

EXISTING INVESTORS

 

LEARN MORE

Download and read the appropriate version of the 2020 DIRECTINVEST BlueChip Series product disclosure statement below. Complete the enclosed application form and post all documents to 2020.  

For investor login access, account management forms and reporting assistance, please visit our Investor Centre.

 

Model Portfolios

BT Margin Loan

FAQs

       

 

FEE DISCLOSURE

There are no entry or exit fees in the 2020 DIRECTINVEST BlueChip Series. 2020 will receive a Dealer Group Service Fee of up to 0.385% pa.
 

 

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