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15/20
Investment Ideas

BLACKROCK MERRILL LYNCH


INTERNATIONAL GOLD FUND cont...

This fund is aimed at investors looking to diversify their portfolio and provide some insurance in times of market instability.
Manager: Richard Davies
Richard Davies

Longer term, we would not be surprised if gold prices breached the US$1,000/oz level.

 

After all, if you adjust the last peak of US$850/oz for inflation, this is the equivalent of around US$2,300/oz today.
Fees & Charges
Standard Contribution fee 2%
Saving with WF 2%
Annual Charge (MER) 2.25%
Saving with WF 0.1% pa
Withdrawal fee Nil

Mining with excellence

We believe that one of the best ways to add gold to your portfolio is through the BlackRock Merrill Lynch International Gold Fund which primarily invests in gold mining stocks throughout the world.


We believe BlackRock's investment team is of the highest quality. The International Gold Fund is managed by BlackRock's highly regarded Resources team, based in London.


Richard Davies who heads the

Fund Performance
BlackRock International gold fund performance versus benchmark
Resources team, is portfolio manager for all of the Merrill Lynch gold funds, including the International Gold Fund and has been with the natural resources team since joining Merrill Lynch (before it merged with BlackRock) in 1994. Prior to this he worked as a geologist, holding a degree in geology and a masters in mineral exploration.

 

We feel that one of the key differentiators in the management team is their wealth of mining experience and geological qualifications with a number of the research team holding mining related tertiary qualifications.
Geographical Breakdown
Geographical breakdown of gold fund
HOW TO APPLY

Download online: Probably the easiest way to apply is by downloading a copy of the PDS direct from our website www.fundsfocus.com.au/latestoffers

 

By post: You can request to apply for the ML Int. Gold Fund either by calling us on 1300 559 869 or alternatively request a hard copy by post using the above link

Summary

 

With over US$45bn under management, BlackRock are the largest manager of publicly available natural resources sector funds in the world. Their sheer size alone allows them unsurpassed access to company management and investment research giving them what we feel to be a distinct advantage over their competitors and an excellent investment opportunity in gold mining stocks.
Download a PDS
 
FUNDS FOCUS Investment newsletter: Issue 1, January 2008

15/20
Order a ZERO entry fee PDS

To download or request a hard copy Product Disclosure Statement with no entry fee, please complete order form below. Portfolio Healthchecks and the Wealth Focus annual report can be faxed back on 1300 55 98 70 or posted to us for free at Wealth Focus, Reply Paid 760, Manly, NSW, 1655
 
PDS Order List
Challenger China Share Fund

BlackRock Merrill Lynch International Gold Fund

Wealthtrac – Macquarie Globalis BRIC Fund

Zurich Ezicover

Other PDS
Additional Services
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What do we get paid
Wealth Focus will rebate 100% of entry fee on managed fund investments as additional units. Wealth Focus may receive a trailing commission of up to 1.00% pa. depending on the manager we have a relationship with. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.
Download the funds focus newsletter

This month’s issue examines the opportunities that exist as a result of the “new economy”, where they are and how you can minimise some of the resulting volatility.
 

Challenger China Share Fund

The Asian growth story and China’s emergence into the outside world remains as compelling as ever. Could now be an opportune time to invest?

p12
 

Merrill Lynch International Gold Fund

Gold can be considered an effective diversifier. Gold often performs well when financial markets perform poorly as investment managers look around for ‘insurance’ against financial instability and poor equity performance.

p14
 

Macquarie - Globalis BRIC Fund

Emerging markets continue to be the fastest growing economies. We examine Macquarie’s joint venture into the BRIC economies and how you can take part in the fastest growing economies in the world.

p16
 

Launch offer – Free Portfolio Healthcheck

Probably the worst thing you can do is sit on an portfolio full of proverbial “dogs” in the hope that they’ll somehow get their act together and produce you the great returns overnight. We’re giving investors the opportunity to get a free report across all their managed fund investments.

p19
 
Portfolio Healthcheck
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