|
|
|
|
|
 |
|
As part of our commitment to bringing our customers innovative and low cost investment products, 2020 DIRECTINVEST is pleased to offer:
2020 DIRECTINVEST BlueChip20
A separately managed account with direct access and no unnecessary financial adviser service fees. Now you can own a portfolio of Australia’s Top 20 Companies with the option of using a gearing facility.
|
Separately Managed Accounts (SMA’s) are an evolution from the Managed Fund style of investments. Your investment is professionally managed like an individual portfolio with many key advantages:
- The securities in your account are visible and portable just as they would be if you had purchased securities directly
- You own the underlying shares not units in a fund
- You are able to manage your tax position and not be saddled with accrued capital gains that are often part of the unit price in managed funds.
|
|
|
|
|
| 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
|
|