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Investment Opportunities > Managed Accounts > Model Portfolios

2020 DIRECTINVEST BLUECHIP SERIES - MODEL PORTFOLIOS

Choose from a range of blue chip Model Portfolios to construct a Personal Portfolio that suits your investment needs:

 

BlackRock Index - Top 20 (BlueChip20)

  
   
Minimum investment $5,000
Investment objective The BlackRock Index – Top 20 Model Portfolio seeks to match the total return (both income and capital growth) of the S&P/ASX 20 Index, before taking into account Model Portfolio fees and expenses. The Index is comprised of the 20 largest and most liquid stocks in the Australian stock market. The Model Portfolio may invest in shares that have been or are expected to be included in the Index. More information on BlueChip20.
Indicative number of stocks About 20
Investment fees* 0.10% p.a.
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; and
  • Accept the risk of significant price fluctuations.

 

BlackRock Property Securities Index
   
Minimum investment $5,000
Investment objective The BlackRock Property Securities Index portfolio seeks to match the total return of the S&P/ASX 300 A-REIT Accumulation Index, before taking into account Model Portfolio fees and expenses. The index is comprised of listed vehicles classified as Property Trusts, in the Australian stock market. The Model Portfolio may invest in securities that have been or are expected to be included in the index.
Indicative number of stocks Up to 30
Investment fees* 0.10% p.a.
Designed for investors who:
  • Seek exposure to listed property trusts;
  • Are happy to receive index returns without any active investment management; and
  • Accept risks consistent with listed property trusts.

 

BlackRock Financials

  
   
Minimum investment $5,000
Investment objective The BlackRock Financials Model Portfolio aims to track the performance of the top 25 stocks by market capitalisation in the Financials sector of the ASX before taking into account Model Portfolio fees and expenses. These securities are listed on the ASX and are involved in activities such as banking, mortgage finance, consumer finance, specialized finance, investment banking and brokerage, asset management and custody, corporate lending, insurance, financial investment, and real estate.
Indicative number of stocks 20-30
Investment fees* 0.40% p.a.
Designed for investors who:
  • Seek income;
  • Are happy to receive market returns; and
  • Accept the risk of significant price fluctuations.


 

BlackRock Resources

  
   
Minimum investment $5,000
Investment objective The BlackRock Resources Model Portfolio aims to track the performance of the top 25 stocks, ranked by their weight in their respective sector, when the Energy and Materials sectors of the S&P/ASX 200 Index are combined. The investment objective of the BlackRock Resources Model Portfolio is pursued by investing in a basket of securities listed on the ASX whose businesses are predominantly involved with the following activities: the construction or provision of oil rigs, drilling equipment and/or transportation of oil and gas products, coal and other consumable fuels and other energy related service and equipment, including seismic data collection; or, companies engaged in the exploration, production, marketing and refining.

The Model Portfolio will also invest in companies that manufacture chemicals, construction materials, glass, paper, forest products and related packaging products, and metals, minerals and mining companies, including producers of steel.
Indicative number of stocks 20-30
Investment fees* 0.40% p.a.
Designed for investors who:
  • Seek exposure to energy and material sectors of the ASX;
  • Are happy to receive market returns; and
  • Accept the risk of significant price fluctuations.


 

ETF S&P Global 100

  
   
Minimum investment $1,000
Investment objective The ETF S&P Global 100 Model Portfolio seeks investment results that correspond to the price and yield performance of global large-cap stocks, as represented by the Standard & Poor’s Global 100 Index, a subset of the S&P Global 1200 Index. The Model Portfolio invests in the iShares® S&P Global 100, which is an Exchange Traded Fund (ETF) managed by Barclays Global Fund Advisers, a subsidiary of Barclays Global Investors. The Index is designed to measure the performance of 100 large transnational companies that are of major importance in the global markets and have a minimum adjusted market capitalisation of US$5 billion.
Indicative number of stocks ETF units
Investment fees* Nil^
Designed for investors who:
  • Seek exposure to international equities through a portfolio which closely tracks an index;
  • Are happy to receive index returns without any active investment management; and
  • Accept the risk of price fluctuations.

 

ETF FTSE/Xinhua China 25

  
   
Minimum investment $1,000
Investment objective The ETF FTSE/Xinhua China 25 Model Portfolio seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the FTSE/Xinhua China 25 Index. The Model Portfolio invests in the iShares® FTSE/ XINHUA China 25, which is an Exchange Traded Fund (ETF). The Index is designed to represent the performance of the largest companies in the China equity market that are available to international investors. The Index consists of 25 of the largest and most liquid Chinese companies.
Indicative number of stocks ETF units
Investment fees Nil^
Designed for investors who:
  • Seek exposure to Chinese equities through a portfolio which closely tracks an index;
  • Are happy to receive index returns without any active investment management; and
  • Accept the risk of significant price fluctuations.

 

Van Eyk Ethical

  
   
Minimum investment $5,000
Investment objective The objective of the van Eyk Ethical Model Portfolio is to outperform its benchmark, the S&P/ASX 300 Industrials Accumulation Index, over rolling 3-year periods. This Model Portfolio has been developed by van Eyk’s share selection process in combination with a universe of ethically compliant companies provided by Corporate Monitor, a well-known ethical rating research firm. The universe draws upon the S&P/ASX 200 and about 50 smaller companies using the Corporate Monitor 5 Star Rating System for their environment, social and governance performance.

The Model Portfolio’s universe of eligible companies has:
  • No direct involvement in gaming, tobacco, weapons or uranium mining
  • An environment rating of 3 or better (as rated by Corporate Monitor)
  • a social and governance rating of 2 or better (as rated by Corporate Monitor).
Indicative number of stocks 15-25
Investment fees* 0.33% p.a.
Performance fee 11.00%~
Designed for investors who:
  • Seek to benefit from investing in primarily large capitalisation Australian shares in an ethical manner over at least 3 to 5 years;
  • Accept the risk of price fluctuations; and
  • Prefer lower portfolio turnover (approximately 30% per year) for tax-effective performance.
^iShares® are ETFs which have a fee as disclosed in the individual, relevant iShares® Fund prospectus. For more information please visit www.iShares.com.au
~Indicative only – full details of any Performance Fees charged can be found on page 28 of the PDS. Performance Fee is only paid when absolute return is positive.



 

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Download and read the appropriate version of the 2020 DIRECTINVEST BlueChip Series product disclosure statement below. Complete the enclosed application form and post all documents to 2020.  

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FEE DISCLOSURE

There are no entry or exit fees in the 2020 DIRECTINVEST BlueChip Series. 2020 will receive a Dealer Group Service Fee of up to 0.385% pa.
 

 

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