The 2020 DIRECTINVEST BlueChip Series is an innovative and low cost investment product that combines direct ownership of the underlying securities with professional fund management in a separately managed account.
Investors construct a unique and transparent investment portfolio using a range of investment strategies available through the separately managed accounts. Choose your blend of model portfolios from the following diversified 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
Separately managed accounts are professionally managed just like managed funds but you retain beneficial ownership of the underlying securities and therefore eligible for dividends and franking credits.
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
- You can borrow to invest with a margin loan available from Leveraged Equities. For more information, please contact our office.
Why the BlueChip Series?
- 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 – 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
BlueChip Series at a glance
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Minimum Investment
|
$5,000 per model portfolio
$1,000 per ETF
|
Minimum Regular Contribution Optional
|
$500 |
| Admin Fees Incl GST |
First $500,000
|
0.60% |
|
$500,000-$1,000,000
|
0.40% |
| Investment fees may apply on some Model Portfolios |
| Dealer Group Service Fee Incl GST |
|
Members of partner associations:
ADA, Engineers Australia & ASA |
0.275% |
| Members of 2020 DIRECTINVEST |
0.385% |
Brokerage
|
maximum 0.05%
|