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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 (BlueChip 20)
- BlackRock Property Securities Index
- BlackRock Financials
- BlackRock Resources
- ETF S&P Global 100
- ETF FTSE/Xinhua China 25
- van Eyk Ethical
- 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.
- 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
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Minimum Investment
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$5,000 per model portfolio
$1,000 per ETF
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Minimum Regular Contribution Optional
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$500 |
Admin Fees Incl GST
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First $500,000 |
0.60% |
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$500,000-$1,000,000 |
0.44% |
| Investment fees may apply on some Model Portfolios |
| Dealer Group Service Fee Incl GST |
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Members of partner associations:
ADA, Engineers Australia & ASA |
0.275% |
Members of 2020 DIRECTINVEST
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0.385% |
Brokerage
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maximum 0.05%
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| Financial advice | Professional fee for service financial advice - avoid % based adviser service fees that last the life of the investment. more info
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| BlueChip20 | Own a $10,000 share portfolio in Australia's top 20 companies for $5 brokerage. BlueChip20
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