BlueChip Series

BlueChip Series

The BlueChip Series for Engineers Australia members is a new approach to investing. Investors can own a diversified portfolio of blue chip shares at half the management costs of a managed fund. The BlueChip Series is an innovative and low cost investment product that combines direct ownership of the underlying securities with professional fund management.

Key Features

  • Beneficial Ownership - You are the beneficial owner of the securities in your portfolio so you don’t inherit other investor’s capital gains.
  • Diversification – Invest as little as $5,000 to own a diversified blue chip share portfolio.
  • Cost effective investing - Half the cost of a managed fund & low trading costs (0.05% brokerage costs).
  • Online management gives you full access 24/7.  

BlueChip20 Model Portfolio

BlueChip 20 is an effective investment strategy for building long-term wealth. With an initial investment of $5,000, you could own a blue chip share portfolio of Australia’s top ASX listed companies including names such as:

Rio Tinto, BHP, Woolworths, Macquarie Group, Commonwealth Bank, Origin Energy, Woodside Petroleum, Wesfarmers, AMP, Foster’s, NAB, Telstra, Westfield and Westpac. 

You can add to your investment for as little as $500 every month. Investing each month benefits from dollar cost averaging, which lowers the risk of getting the timing of investments wrong and you can watch your portfolio grow as you accumulate more shares in blue chip Australian companies. 

Other model portfolio options

In addition to BlueChip20, choose from a range of Model Portfolios to construct a Personal Portfolio that suits your investment needs:

  • BlueChip20 (BlackRock Index - Top 20)
  • BlackRock Property Securities Index
  • BlackRock Financials
  • BlackRock Resources
  • ETF S&P Global 100
  • ETF FTSE/Xinhua China 25
  • van Eyk Ethical

The Engineers Australia BlueChip Series represents a compelling and easy approach to investing in blue chip companies. It is a convenient, affordable and automated investment product that makes investment simple and cost effective.

Borrowing to invest with BT Margin Lending

2020 DIRECTINVEST BlueChip Series is also available through a BT Margin Loan. BT Margin Lending offers the ability to invest in any model(s) with the loan to value ratios being applied to each individual security rather than the entire model.  2020 DIRECTINVEST customers will receive a 0.20% discount off the advertised standard BT margin loan headline rate.

 

Click here find out how you can start building your direct share portfolio using the BlueChip Series.