Our history, and the idea behind the fund
Blue Chip Advantage grew from a simple idea, that the institutional style of investing once reserved for large funds should be within reach of everyday Australians. One considered fund, built to do the hard part on your behalf.
Our values, what sets the fund apart
A few clear principles run through everything the fund does. Breadth by design, careful selection, the discipline of long experience, and clarity at every stage.
Diversified by design.
The portfolio holds a broad range of managers, asset classes and markets, so the fund never leans on a single call. That diversity is structural, there from the outset rather than assembled after the fact.
Chosen, not assembled.
Managers are researched and selected from around the world, with capital placed only with those who hold a long, proven record. Each earns its place on the strength of its process, not one good year.
Two decades of experience.
Behind the fund is a group that has guided Australians through their financial decisions for more than twenty years, across every kind of market. It is an approach built on longevity, not the last strong run.
Clarity at every stage.
The fund is explained in clear, factual terms, from how it is structured to how it performs. No dense statements to decode, so you always see where your capital sits and how it is working.
