SWITCH ON THE CORE FOUR

Build a diversified, multi-asset portfolio with just four core building blocks.

iShares ETFs cover a broad range of asset classes, risk profiles and investment outcomes. To understand the appropriateness of this fund for your investment objective, please visit our product webpage.

iShares ETFs cover a broad range of asset classes, risk profiles and investment outcomes. To understand the appropriateness of this fund for your investment objective, please visit our product webpage.

Find out more about iShares Core S&P/ASX 200 ETF

URL: https://www.blackrock.com/au/individual/products/251852/

This product is likely to be appropriate for a consumer seeking capital growth with a medium to high risk/return profile. This product is unlikely to be appropriate for a consumer with a short investment timeframe.

Find out more about iShares Core Composite Bond ETF

URL: https://www.blackrock.com/au/individual/products/251977/

This product is likely to be appropriate for a consumer seeking capital preservation and/or income distribution with a medium risk/return profile. This product is unlikely to be appropriate for a consumer as a whole portfolio solution.

Find out more about iShares Core Cash ETF

URL: https://www.blackrock.com/au/individual/products/287045/

This product is likely to be appropriate for a consumer seeking capital preservation with a low risk/return profile. This product is unlikely to be appropriate for a consumer as a whole portfolio solution.

Find out more about iShares Core MSCI World ex Australia ESG ETF

URL: https://www.blackrock.com/au/individual/products/283117/

This product is likely to be appropriate for a consumer seeking capital growth with a medium to high risk/return profile. This product is unlikely to be appropriate for a consumer with a short investment timeframe.

Core exposures represent the basic building blocks in your asset allocation. Built to provide broad exposures across stock and bond indices, they are designed to be long term portfolio holdings to help meet your investment goals.

BUILD A STRONG FOUNDATION WITH FOUR CORE ETFs

A resilient, diversified portfolio is much like a balanced diet. You need a good mix of different food groups for optimal health. And for a well diversified, global multi-asset portfolio, what you need to consider are four basic ingredients.

Starting with the iShares’ core four - gain access to Australian equities, Australian fixed income, cash and international equities.

Your recipe for a resilient and well-diversified core portfolio.

FEATURED FUNDS

SIMPLICITY

A choice of four ETFs that you can readily access and invest with simplicity.

Aim to achieve return resilience and easily build a broadly diversified portfolio across major asset classes, accessing thousands of securities across the globe.

Source: BlackRock, 29 September 2023.

PERFORMANCE

iShares’ four core ETFs offer broad stock and bond exposures by seeking to track high-quality, established indexes. Over the last five years, the funds have outperformed the majority of their index and active fund peers.¹

iShares 4 Core ETFs Performance compared to its peer universe over 5 years

Source: Morningstar, 31/08/2023. Performance is compared to peer universe of the respective ETFs over a 5 year annualised period.

Chart description: Peer universe for IOZ is the Morningstar Australian Equity Category, for IWLD is the Morningstar World Equity Category, for IAF is the Morningstar Australian Bond Category, for BILL is the Morningstar Australian Cash Category. Past performance does not guarantee future results. Funds included in Morningstar’s category universe include indexed and active funds. Material differences may exist between products being compared, such as, investment objectives, fees and expenses, types of investments made, countries or markets covered.

QUALITY

Build a quality portfolio using just four simple building blocks that can be tailored for different risk profiles and achieve competitive performance.²

Hypothetical growth of $100,000 over 5 years

Source: Morningstar, 31/07/2023. Past performance is not a reliable indicator of future performance. Material differences may exist between products being compared, such as, investment objectives, fees and expenses, types of investments made, countries or markets covered. Performance is only one factor to be taken into account when deciding whether to invest in a product.

Chart description: Quality portfolio - 01/08/2018 to 31/07/2023. The chart reflects the performance of a hypothetical investment in the quality portfolio of $AUD 10,000 over a specified period in time. The performance of the hypothetical investment is based on the actual past performance of the quality portfolio comprising IOZ, IWLD, IAF and BILL. The chart above reflects a hypothetical $100,000 investment in five different risk profiles. The growth/defensive split between the profiles are Conservative (15/85), Moderate (30/70), Balance (50/50), and Growth (70/30) and High Growth (85/15) compared to Morningstar’s multi-sector indices: Morningstar Multi-Sector Conservative Index, Morningstar Multi-Sector Moderate Index, Morningstar Multi-Sector Balanced Index, Morningstar Multi-Sector Growth Index and Morningstar Multi-Sector Aggressive Index respectively. IOZ and IWLD are considered growth assets. IAF and BILL are considered defensive assets. They are allocated equal weights in proportion to the growth/defensive split of the risk profile. For example, in the moderate profile IOZ (15%), IWLD (15%), IAF (35%) and BILL (35%).

AFFORDABILITY

Keeping overall portfolio costs low can help you reach your investment goals sooner. These iShares four core ETFs are much more cost competitive compared to their ETF peers.

iShares ETF management fees vs their asset class category management fee spread

Source: ASX ETP Landscape Report as at 31 August 2023. Management fee is only one factor to be taken into account when deciding whether to invest in a product. Other ongoing annual fees and costs may incur such as transaction costs.

Chart description: IOZ, IWLD, IAF and BILL’s management fees are compared to their asset class category as per ASX Investment Products – ETPs. See here for further details. Their respective categories are Equity Australia (IOZ), Equity – Global (IWLD), Fixed Income – Australian Dollar (IAF) and Cash (BILL). Bar chart that illustrates the management fee spread for each asset class category as defined by ASX. The line indicates where iShares core ETFs are priced per asset class category.

WHY iSHARES FOR YOUR CORE PORTFOLIO

Quality performance

iShares Core ETFs have delivered competitive performance since their inception.³

Low cost

Invest in low-cost ETFs, so you can keep more of what you earn.

Simplicity

Each ETF is carefully curated, aimed to simplify your investing and designed to give you instant access to a diversified basket of equities.

Video 01:44

iShares has been a leader in the Australian ETF marketplace for more than a decade. As a part of BlackRock, our products are engineered by investment professionals with discipline and deep risk management expertise.

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