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YOUR TRUSTED INVESTMENT PARTNER
BlackRock Model Portfolios
You are a partner to your clients on their journey to wealth and well-being. Scale your business and time with BlackRock Model Portfolios, and focus more on helping get your clients to where they need to be.
Model Evaluator tool
BlackRock’s Model Evaluator will allow you to find and compare our range of model portfolios and assess them across characteristics, risk profiles and performance. You will also be able to add your own branding to the regular performance and rebalance commentary, to help in your on-going client conversations.
WHY MODEL PORTFOLIOS
Your trusted investment partner of choice
Model Portfolios provide managed investment solutions for you and your clients. With a range of cost-effective investment options, and catering for different risk appetites, they allow you to meet your client financial goals while providing you with more time to build your client relationships and grow your business.
Help your clients whilst helping scale your business
Constructed across a range of funds, with multiple risk profiles and available as Separately Managed Accounts, Model Portfolios offer a diversified managed solution that aims to help your clients achieve a better outcome.
Model Portfolios can also help to transform your practice, allowing you more time for client education and business growth.
Why Partner with BlackRock for Model Portfolios
Our Model Portfolios are managed by an experienced local investment team, that leverage the depth and breadth of BlackRock’s global resources.
Our Model Portfolios are constructed with high quality and cost-efficient investments, built using the world’s leading risk management technology, Aladdin.
Learn how advisers use Model Portfolios
Our Model Portfolios are designed to be scalable and adaptable to your preferred investment philosophy, and your clients' financial goals.
Advisers achieve success through purchasing as a standalone portfolio, mixing and matching our models with other model managers, and as a core foundation so they can pursue high conviction ideas.
Use our Model Portfolios to help grow your business
Utilising our Model Portfolios is a key step to providing you with more valuable time to grow your business.
As your investment partner, BlackRock will help you on this journey through our practice management education modules, designed to help you build your business with existing clients and grow your business to reach new clients.
COMMENTARY AND RESOURCES
Explore our latest commentary and resources
Advance Static Table-1
Advance Static Table-2
Advance Static Table-3
Enhanced Strategic Model Portfolios
| Portfolio name | Research Rating | Trading Platforms | Latest Rebalance and Performance Commentary | More Information |
|---|---|---|---|---|
| Enhanced Strategic Model Portfolio |   |
AMP North BT Panorama CFS Wrap CFS Edge HUB24 Macquarie Wrap Netwealth Praemium |
View our latest rebalance update video |
Enhanced Strategic Model Portfolio Flyer |
ESG Model Portfolios
| Portfolio name | Research Rating | Trading Platforms | Latest Rebalance and Performance Commentary | More Information |
|---|---|---|---|---|
| ESG Model Portfolios | |
BT Panorama Macquarie Wrap Praemium HUB24 |
Performance Commentary |
ESG Model Portfolios Flyer |
Resources
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
Stay informed about BlackRock Model Portfolios
Stay up-to-date with the latest rebalance and portfolio commentary for the Blackrock Model Portfolios range.
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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.
LONSEC RATING — ADDITIONAL INFORMATION
The Lonsec Ratings (assigned as follows: iShares Enhanced Strategic Conservative; iShares Enhanced Strategic Moderate; iShares Enhanced Strategic Balanced; iShares Enhanced Strategic Growth; iShares Enhanced Strategic Aggressive) presented in this document are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Ratings are limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial products. Past performance information is for illustrative purposes only and is not indicative of future performance. They are not a recommendation to purchase, sell or hold BlackRock Investment Management (Australia) Limited products, and you should seek independent financial advice before investing in these products. The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: https://www.lonsec.com.au/
IMPORTANT INFORMATION
Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL) for the exclusive use of the recipient, which warrants by receipt of this material that it is a wholesale client as defined under the Australian Corporations Act 2001 (Cth).
This material provides general information 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.
The environmental, social and governance (“ESG”) considerations discussed herein may affect an investment team’s decision to invest in certain companies or industries from time to time. Results may differ from products that do not apply similar ESG considerations to their investment process. ESG considerations are generally evaluated by investment teams alongside a number of other considerations.
No part of this material may be reproduced or distributed in any manner without the prior written permission of BIMAL.
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