The BlackRock Australian Equity Absolute Return Fund (the Fund) aims to deliver returns (before fees) of 8% per annum above the benchmark (RBA Cash Rate Target) over rolling three year periods.

Key features

  • Unconstrained search for Australian opportunities
  • Aims to add value in all markets
  • Dedicated, experienced local investment team with global backing
  • Consistent philosophy and style using leading edge proprietary technology
  • Continuous risk management
  • Fees aligned to meet investor goals
  • Significant buying power and scale

The BlackRock Australian Equity Absolute Return Fund invests in, and has the same underlying strategy as, the BlackRock Australian Equity Market Neutral Fund, which has an inception date of 31 August 2001.

Performance in excess of benchmark (monthly and cumulative alpha) of the underlying strategy^ (gross of fees) to 31 December 2014*

Underlying strategy performance chart

* Past performance is not a reliable indicator of future performance. The BlackRock Australian Equity Market Neutral Fund is only available to wholesale clients. Gross performance of the BlackRock Australian Equity Market Neutral Fund (underlying strategy) is calculated before fees and taxes and assumes reinvestment of distributions. Net performance of the BlackRock Australian Equity Market Neutral Fund is calculated after fees and taxes and assumes reinvestment of distributions. Net performance of the BlackRock Australian Absolute Return Fund and the BlackRock Australian Equity Market Neutral Fund will vary due to fee differences.
# Inception of the Fund is 20 April 2012.
^ Inception of the Underlying Strategy (BlackRock Australian Equity Market Neutral Fund ) is 31 August 2001.

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Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFS Licence Number 230523 (BlackRock). The BlackRock Australian Equity Market Neutral Fund is only available to wholesale clients. BlackRock is the responsible entity for the BlackRock Australian Equity Absolute Return Fund (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 is not intended to represent general or specific investment or professional advice. The information does not take into account an individual's financial circumstances. An assessment should be made as to whether the information is appropriate in individual circumstances and consideration should be given to talking to a financial or other professional adviser before making an investment decision. No guarantee as to the capital value of investments in the Fund nor future returns is made by BlackRock. Past performance is no indicator of future performance. Long term performance returns show the potential volatility of returns over time. The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested. Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially. Investing involves risk including loss of capital.
Additional risks are associated with a long-short fund. Investors should bear in mind that investing involves risk and that the Fund's target return is a guideline only and that actual returns may differ. Please refer to the PDS for further information.