Has your share portfolio reached the point of low return?

27 June 2012
| By Staff |
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It's no secret, in the new world of lower market returns and higher market volatility, many traditional Australian share portfolios are no longer performing the way they used to. You need to look further for investments that provide opportunities for positive returns in both rising and falling markets.

The 'old way' of doing things - building portfolios with the traditional mix of stocks and bonds - may not deliver the returns your clients need. Portfolios today must be more dynamic - flexible enough to adapt to rapidly changing markets - and more diverse than they've ever been before.

Investments like the BlackRock Australian Equity Opportunities Fund ('the Fund') aim to deliver strong returns from shares that are poised to do well, as well as those that are likely to run into trouble.

Why invest

  • The Fund's underlying strategy targets 8% above the S&P/ASX200 and has produced over 9% per annum outperformance since its inception over 10 years ago.*
  • We believe the Fund provides a superior way of investing in the Australian sharemarket. It provides the opportunity to add value through holding both long and short positions. Relaxing the long-only constraint provides the opportunity to have two sources of return, rather than just one, which is highly important in volatile markets.
  • A fee structure which is aligned with investors' goals - a 0.30% p.a. base fee, paying a performance fee only when alpha is generated.
  • The Fund is managed by an experienced local investment team that leverages research from over 1,000 global investment professionals.

To find out more visit blackrock.com.au or call 1300 366 101.

* Past performance is not a reliable indicator of future performance. Investing involves risk including loss of principal.

Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFS Licence Number 230523 (BlackRock). The BlackRock Australian Equity Opportunities Fund (Fund) invests in, and has the same underlying investment strategy as, the BlackRock Equitised Long Short Fund (inception date 18 December 2001), which is only available to wholesale clients. Net performance of the Fund and the BlackRock Equitised Long Short Fund will vary due to fee differences. BlackRock is the responsible entity for the Fund. A Product Disclosure Statement (PDS) for the Fund is available from BlackRock. You should consider the PDS in deciding whether to acquire, or to continue to hold, the product. BlackRock, its officers, employees and agents believe that the information in this document is correct at the time of compilation, but no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors or omissions (including responsibility to any person by reason of negligence) is accepted by BlackRock, its officers, employees or agents. This document contains general information only and does not take into account an individual’s circumstances and consideration should be given to talking to a financial or other professional adviser before making an investment decision. Investors should bear in mind that investing involves risk and that the Fund’s target return objective is a guideline only and may be affected by unknown risks and uncertainties, and that actual returns may differ.

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