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If you have a minimum of $5,000 to invest, you can opt to invest with BlackRock via our Wholesale Funds, which not only offer access to a range of investment vehicles and risk/return profiles, but also provide the opportunity for minimising investment fees.
| Wholesale Australian Equity Funds | |
|---|---|
| Seeks to provide capital growth and some tax-effective income from the distribution of franking credits through investing in Australian shares and other securities. | |
| Wholesale Global Equity Funds | |
|---|---|
| Global Allocation Fund (Aust) - D | Seeks to maximise total investment return over the long term by actively investing in global equities, fixed interest and cash. |
| Global Equity Enhanced Index Fund - D |
Seeks to provide a total return in excess of the Morgan Stanley Capital International World Index ex-Australia (net dividends reinvested) (AUD) by approximately 1% per annum before fees.
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| Seeks to maximise capital growth through exposure to a globally diversified portfolio of shares of quality small and mid-capitalisation companies listed on international stock exchanges. | |
| Global High Conviction Fund – Unhedged - D | Seeks to maximise capital growth over the medium to long term by investing in a select portfolio of international shares. |
| Hedged Global Small Cap Fund - D | Seeks (in addition to the objective of the Global Small Cap Fund) to reduce the impact on the Fund of foreign currency movements relative to the Australian dollar by implementing a passive currency hedging overlay. |
| Global High Conviction Fund – Hedged - D | Seeks to (in addition to the objective of the Global High Conviction Fund) to reduce the impact on the Fund of foreign currency movements relative to the Australian dollar by implementing a passive currency hedging overlay. |
| International Gold Fund - D | Seeks to maximise capital growth over the medium to long term by investing primarily in gold mining shares from around the world (including Australia). |
| Wholesale Global High Conviction Fund | Capital growth over the medium to long term by investing in a portfolio of international shares. |
| Wholesale Property Funds | |
|---|---|
| Combined Property Income Fund (Aust) - D | Seeks to deliver a combination of income and capital growth over the medium to long-term by investing in a portfolio of direct property, listed and unlisted property securities through funds managed by BlackRock. |
| Wholesale Cash and Fixed Income Funds | |
|---|---|
| Monthly Income Fund - D | Seeks to generate monthly income significantly in excess of that available from short-term money market securities and cash rates. The Fund aims to achieve a total return of 1.70% p.a. in excess of the UBS Australia Bank Bill Index before fees over the medium term (3 years). |
| Wholesale International Bond Fund | Seeks to provide capital and income return through exposure to international fixed income markets including Australia. |
| Wholesale Multi-Asset Class Funds | |
|---|---|
| Asset Allocation Alpha Fund - D | Targets a return of 12 percentage points above the UBS Australia Bank Bill Index over rolling 3 year periods, gross of fees by implementing a diverse range of global tactical asset allocation strategies. |
| Global Allocation Fund (Aust) - D |
Seeks to maximise total investment return over the long term by actively investing in global equities, fixed interest and cash.
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| Aims to provide the highest possible returns consistent with a ‘balanced’ investment strategy with an orientation to growth assets, a bias towards Australian assets and active allocation, security selection and risk management. | |
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Seeks to provide a regular monthly income and some capital growth.
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