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BlueChip20

Investment Opportunities > Separately Managed Accounts > BlueChip20 Print this page [ A ] [ A ] [ A ]

2020 DIRECTINVEST BlueChip20


Please select your applicable association

AMA

AMA BlueChip20




ADA BlueChip20




Engineers Australia BlueChip20




ASA BlueChip20




Important notice to BlueChip20 clients- Your client security
The Australian stock market has a combined market value in excess of $1 trillion. Restrictions such as the size of the initial investment and cost of large brokerage fees can hamper an investor’s ability to diversify their portfolio and not perform as well as the wider market. The 2020 DIRECTINVEST BlueChip20 is your introduction to the world of share market investing.

Here's how it works

  • Invest as little as $5,000 to own a direct, blue chip share portfolio of Australia’s Top 20 ASX listed companies.
  • Your money is professionally managed by BlackRock Investment Management Australia but you only pay half the fees of a managed fund
  • You can add to your investment every month through a regular payment using as little as $500
  • Watch your portfolio grow as you accumulate more shares in blue chip Australian companies.

Video Presentation:

S&P/ASX 20 Companies (as at 09/05/2008)

AMP CSL Rio Tinto Wesfarmers
ANZ Foster's St George Westfield
BHP Billiton Macquarie Stockland Westpac
Brambles NAB Suncorp-Metway Woodside Petroleum
Commonwealth Bank QBE Insurance Telstra Woolworths


BlueChip20 at a glance


Minimum Investment
$5,000
Minimum Regular Contribution Optional
$500
Minimum Initial Loan Optional
$5,000
Minimum Monthly Loan Draw Down Optional
$500
Annual Fees Incl GST
First $500,000  0.60%
  $500,000-$1,000,000 0.44%
Dealer Group Service Fee Incl GST

ADA BlueChip20
AMA BlueChip20
Engineers Australia BlueChip20
ASA BlueChip20 

0.275%
2020 DIRECTINVEST BlueChip20 0.385%
Brokerage
0.05%


Why BlueChip20?

  • Beneficial Ownership - Unlike a managed fund, you are the beneficial owner of the securities in your portfolio - so you don’t inherit other investor’s capital gains
  • Diversification - Own a portfolio of shares in Australia’s top 20 companies
  • Cost effective investing - Half the cost of a managed fund & just 0.05% brokerage costs
  • Smart Investing - BlackRock professionally manages your investment; your portfolio is rebalanced to reflect the ASX 20 as closely as possible. Online management gives you full access 24/7  
  • Harness the Power of Margin Lending -You may also match your investment with an optional interest only loan of the same amount. Click here to find out more 

Designed for investors who

  • Seek exposure to Australian equities through a portfolio of large capitalisation stocks
  • Are happy to receive index returns without any active investment management
  • Accept the risk of significant price fluctuations

The 2020 DIRECTINVEST BlueChip20 makes investing in Australia’s leading companies easier and more cost effective than ever. Discover the BlueChip20 advantage today.

 


Fee Disclosure
2020 DIRECTINVEST may receive a dealer group service fee of up to 0.385% for investments in the BlueChip20.
2020 DIRECTINVEST may also receive a trailing commission of up to 0.50% for investments utilising the optional BlueChip20 investment loan.


BlueChip20 Portfolio Performance - March 08
News Article - "Index funds are the way to go"

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