InvestSMART Market Leaders - model portfolios
The InvestSMART Market Leaders offers access to model portfolios of Australian shares and units in managed investment schemes. The model portfolios are managed according to a range of objectives and strategies.
Download the InvestSMART Market Leaders PDS
You can select one or more model portfolios to suit your investment goals.
The following model portfolios are available for investment through InvestSMART Market Leaders:
Blackrock Index – Top 20
Seeks to match the total return (both income and capital growth) of the S&P/ASX 20 Accumulation Index, before taking into account model portfolio fees and expenses.
BlackRock High Conviction Consolidated Australian Share
Aims to achieve capital growth through investment in Australian shares and other securities and to provide investors with some tax-effective income through the receipt of franked dividends. Stock weightings are determined by Blackrock convinction levels in absolute return adjusted for risk.
BlackRock Australian Share
Aims to achieve capital growth through investment in Australian shares and other securities and to provide investors with some tax-effective income through the receipt of franked dividends.
BlackRock Property Securities Index
Seeks to match the total return of the S&P/ASX 200 Property Trusts Accumulation Index, before taking into account model portfolio fees and expenses.
BlackRock Resources Model
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.
|Offer||InvestSMART Market Leaders|
|Disclosure||There are no entry fees or trailing commissions on this product.|
|Documents & Links||Product Disclosure Statement|
|Contact InvestSMART on 1300 880 160 for more information|
About Market Leaders
InvestSMART Market Leaders is an investment product offered by Blackrock Investment Management (Australia) Limited.
Unlike conventional managed funds you have beneficial ownership of the actual share within each model portfolio, so you can see what shares you own and track changes in your portfolio.
How it works
- You make a minimum initial investment of $5,000
- BlackRock Investment Management Australia establishes a portfolio of shares for you in accordance with your chosen model portfolio
- Your money is professionally managed by BlackRock Investment Management Australia but you only pay half the fees of a managed fund
- You can add to your investment every month through a regular payment using as little as $500
- You receive regular quarterly reports detailing the status of your portfolio
InvestSMART Market Leaders is issued by BlackRock Investment Management (Australia) Limited (ABN 13 006 165 975, AFSL No. 230523). InvestSMART Financial Services Pty Ltd (ABN 70 089 038 531, AFSL No. 226435) is responsible for marketing and distribution of InvestSMART Market Leaders.