BlackRock Index - Top 20

BlackRock Index – Top 20

The investment objective of this Model Portfolio is pursued by investing in a representative sample of shares held in the S&P/ASX 20 Accumulation Index. 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.

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.
Offer Overview  
Offer BlackRock Index - Top 20
Minimum Investment $5,000
Blackrock Administration Fee 0.6%p.a. up to $500,000*
InvestSMART Administration Fee 0.4%p.a.
There are no entry fees or trailing commissions on this product.
Documents & Links...

    Download  Product Disclosure Statement
Contact InvestSMART on 1300 880 160 for more information

Performance to 31/12/2013

Period Gross % Out-performance %^ Benchmark*
3 Months 3.89% -0.18% 4.07%
6 Months 14.14% -0.56% 14.70%
1 Year 22.50% -0.75% 23.25%
2 Years (%pa) 22.42% -0.79% -23.21%
3 Years (%pa) 10.97% -0.33% 11.30%
Since Inception (%pa)# 8.62% -0.35% 8.97%

^Benchmark: S&P/ASX 20 Leaders Accumulation Index
* S&P/ASX 20 Leader Accumulation Index.
# Model performance inception date: 8/11/2005.


As this Model passively tracks its benchmark index, the S&P/ASX 20 Accumulation Index, the Model Portfolio Manager does not currently charge fees for this Model.

  • Investment Fee - Nil
  • Performance Fee - N/A

Further details on fees can be found on page 23 of the Product Disclosure Statement.

Download offer Prospectus/PDS

* The Blackrock Administration fee is a tiered stucture which reduces based on the size of the portfolio. Please see page 23 of the Prodct Disclosure Statement for more information.

InvestSMART makes no recommendations as to the merits of any investment opportunity referred to on this website. Before making any investment decision on the basis of any reports or information provided you must read the disclosure document and make your own investigations regarding the accuracy, reliability and completeness of this information.


Trade Shares Online from $19.95^
Free Guides

The SMH Guide to Investing in Shares via SMSFs

An educational booklet that outlines how to get the most from your share investments for retirement thorugh your self managed super fund.

More details...


China: causes for concern - and optimism

 17/04/2014 | In Prime Minister Tony Abbott’s efforts to secure a free trade agreement with China – following successfully negotiating such agreements with Korea and Japan, he told Korean reporters this week, "What I'll be wanting to reassure the Chinese government, is that we are genuinely open for business".

Blue Chips- what does it mean?

 16/04/2014 | There’s actually no hard or fast definition of a blue chip, however it’s a term applied not only to shares...

Investing in Emerging Markets

 1/04/2014 | With astute asset allocation and sensible diversification being fundamental principles of successful investment and long term wealth creation, one of the key challenges for investors is having an awareness and understanding of what’s available to invest in, and the level of risk and return you could realistically expect over time from such investments.

The rise and rise of bricks and mortar

 9/03/2014 | One of the foundation rules of investing is to go against the crowd- the problem is, this philosophy goes against our inherent desire to follow the pack

Road, rail, port

 9/03/2014 | Infrastructure developments continue to redefine our lives – and it's a core priority for this year's G20. But is infrastructure a healthy investment?

More than residential

 9/03/2014 | A-REITs may not be as exciting as a rental property but they're a lot less of a headache and can offer far better value for investors


Sponsored Links

Feedback Form