BlueChip20

2020 DIRECTINVEST BlueChip20

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 BlueChip20 investment every month through an optional regular payment using as little as $500
• You can add gearing to your portfolio through an optional margin loan
• Watch your portfolio grow as you accumulate more shares in blue chip Australian companies.

Is this the same as the Westpac BlueChip20?

• The 2020 DIRECTINVEST BlueChip20 is very similar to the Westpac BlueChip20, but there are a few differences
  
• Gearing and monthly contributions are both optional, not mandatory
  
• Ongoing fees are more than 0.4% pa lower than the Westpac version of BlueChip20, and there is no Adviser Service Fee
  
• Investors should download the product disclosure statement for full details

Why BlueChip20?

• Beneficial Ownership - Unlike a managed fund, you are the beneficial owner of the securities in your Blue Chip 20 portfolio - so you don’t inherit other investor’s capital gains
• Diversification - Own a portfolio of shares in Australia’s top 20 blue chip companies
• Cost effective investing - BlueChip20 is half the cost of an average managed fund & brokerage costs are just 0.05%
  
• 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
  

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 fluctuation