INVESTMENT MANAGERS
BlackRock Investment Portfolios.
We want to help you achieve your investment goals and believe that the best way to do that is to offer a selection of actively managed multi-asset portfolios.
Building our portfolios with iShares ETFs means that investors can gain the potential benefits of asset allocation with underlying investments that closely follow an index.
Our model portfolios are constructed to optimally balance long–term returns, risks, and costs as per the objective of each individual portfolio profile. As a result, each portfolio has a unique objective, offering exposures to various asset classes, industry sectors, style factors, currencies, and geographies.
Defensive Income
Balanced Income
Robust Growth
Maximum Growth
Things You Should Know
The published performance figures are as of December 2023 and net of all fees. Past performance is not a reliable indicator of future performance, and the above information is of a general nature only and should not be considered as personal financial advice that takes into account your individual objectives, needs or circumstance
Investment Objective
The BlackRock Defensive Income Model aims to provide investors with attractive returns consistent with a “diversified moderate” investment strategy encompassing:
- A bias toward Australian assets;
- An enhanced strategic asset allocation process leveraging a well-researched global framework built by BlackRock;
- Efficient & cost-effective implementation via iShares Exchange Traded Funds.
Typical Investor
A single investment option for investors who: seek access to a low-cost, diversified, risk based Model Portfolio; seek additional returns above the benchmark within a risk controlled framework; and seek to leverage BlackRock’s global expertise and research capabilities.
Investment Strategy
BlackRock's investment process seeks to systematically capture return premia, whilst managing risks and implementation costs through an optimisation-based portfolio construction process. The model portfolio is actively managed using a mean-variance optimisation framework which incorporates internally-derived asset class forecasts for returns, volatility and correlations. The tactical asset allocation process (rebalanced 4-6 times per year) employs multiple, proprietary signals to capture short term market mispricings.
Management Fee
0.54%
Recommended Minimum Investment
$10 000
Investment Objective
The BlackRock Balanced Income Model aims to provide investors with attractive returns consistent with a “diversified balanced” investment strategy encompassing:
- A bias toward Australian assets;
- An enhanced strategic asset allocation process leveraging a well-researched global framework built by BlackRock;
- Efficient & cost-effective implementation via iShares Exchange Traded Funds.
Typical Investor
A single investment option for investors who: seek access to a low-cost, diversified, risk based Model Portfolio; seek additional returns above the benchmark within a risk controlled framework; and seek to leverage BlackRock’s global expertise and research capabilities.
Investment Strategy
BlackRock's investment process seeks to systematically capture return premia, whilst managing risks and implementation costs through an optimisation-based portfolio construction process. The model portfolio is actively managed using a mean-variance optimisation framework which incorporates internally-derived asset class forecasts for returns, volatility and correlations. The tactical asset allocation process (rebalanced 4-6 times per year) employs multiple, proprietary signals to capture short term market mispricings.
Management Fee
0.56%
Recommended Minimum Investment
$10 000
Investment Objective
The BlackRock Robust Growth Model aims to provide investors with attractive returns consistent with a “diversified growth” investment strategy encompassing:
- A bias toward Australian assets;
- An enhanced strategic asset allocation process leveraging a well-researched global framework built by BlackRock;
- Efficient & cost-effective implementation via iShares Exchange Traded Funds.
Typical Investor
A single investment option for investors who: seek access to a low-cost, diversified, risk based Model Portfolio; seek additional returns above the benchmark within a risk controlled framework; and seek to leverage BlackRock’s global expertise and research capabilities.
Investment Strategy
BlackRock's investment process seeks to systematically capture return premia, whilst managing risks and implementation costs through an optimisation-based portfolio construction process. The model portfolio is actively managed using a mean-variance optimisation framework which incorporates internally-derived asset class forecasts for returns, volatility and correlations. The tactical asset allocation process (rebalanced 4-6 times per year) employs multiple, proprietary signals to capture short term market mispricings.
Management Fee
0.55%
Recommended Minimum Investment
$10 000
Investment Objective
The BlackRock Maximum Growth Model aims to provide investors with attractive returns consistent with a “diversified aggressive” investment strategy encompassing:
- A bias toward Australian assets;
- An enhanced strategic asset allocation process leveraging a well-researched global framework built by BlackRock;
- Efficient & cost-effective implementation via iShares Exchange Traded Funds.
Typical Investor
A single investment option for investors who: seek access to a low-cost, diversified, risk based Model Portfolio; seek additional returns above the benchmark within a risk controlled framework; and seek to leverage BlackRock’s global expertise and research capabilities.
Investment Strategy
BlackRock's investment process seeks to systematically capture return premia, whilst managing risks and implementation costs through an optimisation-based portfolio construction process. The model portfolio is actively managed using a mean-variance optimisation framework which incorporates internally-derived asset class forecasts for returns, volatility and correlations. The tactical asset allocation process (rebalanced 4-6 times per year) employs multiple, proprietary signals to capture short term market mispricings.
Management Fee
0.55%
Recommended Minimum Investment
$10 000
CALCULATE fees
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Achieve Your Investment Goals with BlackRock's Active Multi-Asset Portfolios.
BlackRock is a global Investment Manager, serving the Australian market with a commitment to helping more and more people plan for their financial future. No matter what your goals may be, at BlackRock, we are invested in you.
We want to help you achieve your investment goals and believe that the best way to do that is to offer a selection of actively managed multi-asset portfolios.
Building our portfolios with iShares ETFs means that investors can gain the potential benefits of asset allocation with underlying investments that closely follow an index.
BlackRock Team
Katie Petering
Katie Petering, Director, is Head of Strategy for BlackRock's Multi-Asset Strategies & Solutions (MASS) Group Australasia, responsible for investment strategy for BlackRock Australia's range of multi-asset portfolio's, including diversified asset allocation strategies, multi-strategy hedge funds, model portfolios and factor based investments. Multi-Asset Strategy & Solutions (MASS) is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. MASS draws on the full toolkit of BlackRock's index, factor, and ....
Katie Petering, Director, is Head of Strategy for BlackRock's Multi-Asset Strategies & Solutions (MASS) Group Australasia, responsible for investment strategy for BlackRock Australia's range of multi-asset portfolio's, including diversified asset allocation strategies, multi-strategy hedge funds, model portfolios and factor based investments. Multi-Asset Strategy & Solutions (MASS) is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. MASS draws on the full toolkit of BlackRock's index, factor, and alpha-seeking investment capabilities to deliver.
Christopher T. Downing, PhD
Christopher T. Downing, PhD, is a managing director in the Model Portfolio Solutions (MPS) team in the Multi-Asset Strategies & Solutions (MASS) group. MASS is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. MASS draws on the full toolkit of BlackRock's index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and cutting-edge alpha insights. MASS constructs active asset allocation strategies and whole portfolio solutions across a wide spectrum of commingled ....
Christopher T. Downing, PhD, is a managing director in the Model Portfolio Solutions (MPS) team in the Multi-Asset Strategies & Solutions (MASS) group. MASS is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. MASS draws on the full toolkit of BlackRock's index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and cutting-edge alpha insights. MASS constructs active asset allocation strategies and whole portfolio solutions across a wide spectrum of commingled funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels. Chris leads the MPS team based in Hong Kong that is responsible for the development and management of model portfolio solutions for investors in the APAC region and globally. Chris' service with BlackRock dates back to 2007. Prior to his work in MPS, he has led investment research teams in Scientific Fixed Income, the Global Market Strategies Group, and iShares, focusing mainly on investment research and product development. Prior to joining BlackRock, Chris held the Gerald D. Hines chair at Rice University's Jones School of Management, teaching MBA-level courses in finance. Prior to this, he was a staff economist in the research division of the Federal Reserve Board in Washington, DC, with responsibility for various sectors of the capital markets. Chris holds a BA degree in economics and mathematics from the University of Wisconsin - Madison and a PhD degree in economics from the University of California - Berkeley.
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