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BlueChip Series


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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.

Investors construct a unique investment portfolio using a range of investment strategies which will result in a single Personal Portfolio which you can view at any time. Choose your blend of model portfolios from the following diversified options:
  • BlackRock Index - Top 20 (BlueChip20)
  • BlackRock Property Securities Index
  • Find out more:
    Model Portfolios
  • BlackRock Financials
  • BlackRock Resources
  • ETF S&P Global 100
  • ETF FTSE/Xinhua China 25
  • van Eyk Ethical

 

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.


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

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 0.44%
Investment fees may apply on some Model Portfolios
Dealer Group Service Fee Incl GST

Members of partner associations:
ADA, AMA, Engineers Australia & ASA

0.275%
Members of 2020 DIRECTINVEST
0.385%
Brokerage
maximum 0.05%
Financial advice
Professional fee for service financial advice - avoid % based adviser service fees that last the life of the investment. more info
 
BlueChip20
Own a $10,000 share portfolio in Australia's top 20 companies for $5 brokerage. more info
 
© 2009 COPYRIGHT 2020 DIRECTINVEST PTY LTD - ABN 89 069 774 456, AFSL 244 249.  Financial Services Guide

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