A high conviction Australian equities fund

BlackRock Concentrated Industrial Share Fund

With the Australian economic landscape rapidly changing, successful investing strategies need to be responsive to a growing number of challenges, both local and global. By looking beyond traditional industrial stocks and resource companies to capture performance potential, the BlackRock Concentrated Industrial Share Fund (“fund”) meets these challenges with a more diversified, high conviction approach to Australian Equities investing.

Investment Objective

The fund aims to deliver returns that are 4-6% (before fees) per annum above those of the S&P/ASX 300 Industrials Accumulation Index ex top 5 stocks by market capitalisation over rolling 3-year periods.

Disciplined approach

Disciplined approach
A 5 step investment process, typically holding 20-40 stocks

High conviction ideas

High conviction ideas
Deep knowledge of the companies held in the portfolio

Greater diversification

Greater diversification
Excludes the top 5 and resources

Experienced team

Experienced team
70 years combined investment experience

Introducing the BlackRock Concentrated Industrial Share Fund

Charlie Lanchester, Head of Fundamental Active Equities Australia, BlackRock

Fund Essentials

The ‘ex Factor’ for Driving Returns in Australian Equities

Where are the growth opportunities in Australian Equities?

Portfolio Management Team
Managing Director and Head of Fundamental Active Equities Australia
25 years of investment experience
CFA, Director
25 years of investment experience
Director
15 years of investment experience
Vice President
9 years of investment experience