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 (max 0.05% brokerage costs).
- Smart Investing: BlackRock professionally manages your investment; 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
| 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 |
Fees*
|
Members of 2020's partner associations:
ADA, Engineers Australia & ASA |
0.875% pa |
| |
Other members of 2020 DIRECTINVEST |
0.985% pa |
| Brokerage |
maximum 0.05% |
*Fees are calculated daily and deducted monthly; inclusive of 2020's Dealer Group Service Fee; Investment fees may apply on some Model Portfolios.
Here’s how it works
- Invest as little as $5,000 to own a direct, blue chip share portfolio of Australia’s top companies ($1,000 for ETF).
- Your money is professionally managed by BlackRock Investment Management Australia but you only pay half the fees of a managed fund.
- You can easily arrange for regular additional investments to accumulate more shares in blue chip companies.
Margin Lending
Borrow to invest in the 2020 DIRECTINVEST BlueChip Series with a BT Margin Loan, available with 0.20% off the advertised standard BT margin loan headline rate.
The 2020 DIRECTINVEST BlueChip Series makes investing in Australia’s leading companies easier and more cost effective than ever.
How to Apply
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. |
Post your application to:
2020 DIRECTINVEST
Reply Paid 85514
Sydney NSW 2000 |
More Information
Find out more about the 2020 DIRECTINVEST BlueChip Series and how it works. |
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Existing Investors
For investor login access, account management forms and reporting assistance, please visit our Investor Centre. |
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| 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. |
 | BlueChip Series Product Disclosure Statement |
| BlueChip Series (ADA Members) Product Disclosure Statement |
| BlueChip Series (Engineers Australia Members) Product Disclosure Statement |
| BlueChip Series (ASA Members) Product Disclosure Statement |