BlackRock Wholesale Australian Share Fund
About this Fund
|FUND MANAGER||BlackRock Investment Management (Australia) Ltd|
|ASSET CLASS||AUSTRALIAN EQUITIES|
|INVESTMENT STYLE||The Fund invests in Australian shares and other securities.|
|INVESTMENT PROFILE||The Fund aims to achieve capital growth over the long-term through and to provide investors with some tax-effective income through the distribution of franking credits, as well as to outperform the Benchmark over rolling five year periods.|
|BENCHMARK||S&P/ASX 300 Accumulation Index|
|FUND SIZE||S&P/ASX 300 Accumulation Index|
|NO. OF HOLDINGS|
Benefits of investing in the BlackRock Wholesale Australian Share Fund
The benefits of investing in the Fund include:
Should be considered by investors who: seek to gain competitive returns; require a Fund that applies rigor in its underlying investment philosophy and style; prefer a Fund with a proven track record in long-short investing; and have a long term investment horizon.
About the Fund
Our investment style is based on our belief that people, leveraged by technology, are central to the consistent achievement of our clients' investment goals.
A single, global investment philosophy unites all BlackRock scientific (quantitative) investment strategies. Knowledgeable investment people leveraging their skills through the extensive use of technology is a hallmark of our scientific investment approach.
We believe that a focus on total performance management is the best way to achieve superior investment results. Through total performance management, we aim to understand; measure; forecast; and manage the three dimensions of investment performance â€” return, risk and cost.
The Fund has two aims: to achieve capital growth over the long-term through investment in Australian shares and other securities and to provide investors with some tax-effective income through the distribution of franking credits. Overall, the Fund aims to achieve this goal by outperforming the S&P/ASX 300 Accumulation Index over rolling five year periods.
How we invest your money
The Fund aims to outperform the Benchmark by gaining exposure to long and short positions across the Australian equity market. The Fund gains exposure to a long/short investment strategy through an investment in the BlackRock Equitised Long Short Fund (Equitised Fund), which in turn invests in the BlackRock Australian Equity Market Neutral Fund (Long/Short Fund).
The Fund also gains exposure to a full replication Australian equity index strategy through an investment in the BlackRock Wholesale Indexed Australian Equity Fund (Index Fund).
The Fund invests all of its assets in units of the: