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BlackRock Model Portfolios
BlackRock partners with your adviser to provide investment solutions to meet your financial goals.
Through our Model Portfolios you can invest your own way and feel confident that we are working to help you achieve financial well-being.
An end of year update from our Lead Model Portfolios Strategist
Lead strategist for the Model Portfolios, Uwe Helmes, addresses they key market developments across 2023, and how we have positioned our Model Portfolios as a result.
16 November scheduled quarterly rebalance
On 16 November, the Enhanced Strategic Model Portfolios traded a scheduled quarterly rebalance. Uwe Helmes, Lead Strategist for Model Portfolios, provides an update on the key market factors that have underpinned this rebalance.
Helping you achieve your goals
BlackRock’s range of Model Portfolios are designed to help you reach financial wellbeing. We work with your financial adviser so they can help you invest in a portfolio that aligns with what you want to achieve. Whether you are looking to grow your portfolio, maximise income or protect your nest egg for you and your loved ones. BlackRock's model portfolios can help you achieve your goals.
The right team can help you stay on track
A financial adviser helps you on your investing journey and works towards financial wellbeing. Blackrock Model Portfolios provide a strong foundation for your investing journey as you work towards your financial goals with your adviser.
The importance of diversification
Building a diversified portfolio, across asset classes, is one of the most important components in reaching your financial goals. BlackRock Model Portfolios are invested in a range of funds aiming to help you achieve better returns for the level of risk you are comfortable with.
Managed by a team of professionals
Guided by a team of experienced investment experts, our sole focus is to deliver well-built and cost-effective managed portfolios in a diversified, defined, and streamlined manner.
Michael McCorry
CIO, BlackRock Australia
Katie Petering
Head of Multi-Asset Product Strategy
Ron Montgomery
Portfolio Manager
Uwe Helmes
Lead Strategist for Model Portfolios
Beatrice Yeo
Strategist for Model Portfolios
Tatiana Bernard
Portfolio Manager
1 Source: Brinson, Hood and Beebower - Financial Analysts Journal/January-February 1995. Diversification does not assure a profit, nor does it protect against loss of principal. Diversification among investment options and asset classes may help to reduce overall volatility.
IMPORTANT INFORMATION
Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL)
This material provides general advice only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
Information provided is for illustrative and informational purposes and is subject to change. It has not been approved by any regulator.
This material is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. BIMAL is a part of the global BlackRock Group which comprises of financial product issuers and investment managers around the world. BIMAL is the issuer of financial products and acts as an investment manager in Australia.
BIMAL is the responsible entity and issuer of units in the Australian domiciled managed investment schemes referred to in this material, including the Australian domiciled iShares ETFs. Any potential investor should consider the latest product disclosure statement (PDS) before deciding whether to acquire, or continue to hold, an investment in any BlackRock fund. BlackRock has also issued a target market determination (TMD) that describes the class of consumers that comprises the target market for each BlackRock fund and matters relevant to their distribution and review. The PDS and the TMD can be obtained by contacting the BIMAL Client Services Centre on 1300 366 100. In some instances the PDS and the TMD are also available on the BIMAL website at www.blackrock.com/au. An iShares ETF is not sponsored, endorsed, issued, sold or promoted by the provider of the index which a particular iShares ETF seeks to track. No index provider makes any representation regarding the advisability of investing in the iShares ETFs. Further information on the index providers can be found in the BIMAL website terms and conditions at www.blackrock.com/au.
BIMAL, its officers, employees and agents believe that the information in this material and the sources on which it is based (which may be sourced from third parties) are correct as at the date of publication. While every care has been taken in the preparation of this material, no warranty of accuracy or reliability is given and no responsibility for the information is accepted by BIMAL, its officers, employees or agents. Except where contrary to law, BIMAL excludes all liability for this information.
Any investment is subject to investment risk, including delays on the payment of withdrawal proceeds and the loss of income or the principal invested. While any forecasts, estimates and opinions in this material are made on a reasonable basis, actual future results and operations may differ materially from the forecasts, estimates and opinions set out in this material. No guarantee as to the repayment of capital or the performance of any product or rate of return referred to in this material is made by BIMAL or any entity in the BlackRock group of companies.
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