1 BlackRock; Informa Investment Solutions. Past performance is no guarantee of future results. Standard deviation is a measurement of risk depicting the dispersion of returns from the average return. The higher the degree of dispersion, the higher the standard deviation. The information provided is for illustrative purposes only and is not meant to represent the performance of any particular investment. The data assumes reinvestment of all income and does not account for taxes or transaction costs. It is not possible to invest directly in an index. Long-Only Equity is represented by the S&P 500 Index. Long-Only Fixed Income is represented by the Barclays Capital Aggregate Bond Index. Enhanced portfolios include a 15% allocation to alternative assets, a 5% allocation to alternative equity strategies within the equity allocation and a 5% allocation to alternative fixed income strategies within the fixed income allocation. To fund these additional allocations, the equity allocation of each traditional portfolio is reduced by 15% and the fixed income allocation is reduced by 10%. The 15% allocation to alternative assets is represented by a 5% allocation to the S&P Goldman Sachs Commodity Index, a 5% allocation to the Barclays Currency Traders Index and a 5% allocation to the NAREIT Equity Index. The 5% allocation to equity alternative strategies is represented by the Dow Jones/Credit Suisse Long Short Equity Index. The 5% allocation to fixed income alternative strategies is represented by the Dow Jones/Credit Suisse Fixed Income Arbitrage Index.
iShares® Funds are managed by BlackRock Asset Management Canada Limited and BlackRock Investments Canada Inc. Commissions, management fees and expenses all may be associated with investing in iShares Funds. Please read the relevant prospectus before investing. The funds are not guaranteed, their values change frequently and past performance may not be repeated. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.
“The Auspice Broad Commodities Total Return Index” is a trademark of Auspice Capital Advisors Ltd. and has been licensed for use by BlackRock Investments Canada Inc. As index provider, Auspice Capital Advisors Ltd., as well as any third party data providers, make no representation, warranty, or condition regarding the advisability of investing in the iShares Broad Commodity Index Fund or the ability of the index to track general market performance.
The iShares Managed Futures Index Fund and its units are not sponsored, endorsed, sold or promoted by Security Investors. Security Investors makes no representation or warranty, express or implied, to the investors in this iShares Managed Futures Index Fund or any member of the public regarding the advisability of investing in securities generally or in fund particularly or the ability of any data supplied by Security Investors to track general stock market performance. Security Investors' only relationship to this iShares Managed Futures Index Fund is the licensing of certain trademarks and trade names of Security Investors and of the data supplied by Security Investors which is determined, composed and calculated by Security Investors without regard to this fund or its units. Security Investors have no obligation to take the needs of Licensee or the unitholders of the iShares Managed Futures Index Fund into consideration in determining, composing or calculating the data supplied by Security Investors. Security Investors are not responsible for and have not participated in the determination of the prices of this iShares Managed Futures Index Fund or its units or the timing of the issuance or sale of such fund or its units. Security Investors have no obligation or liability in connection with the administration, marketing or trading of this iShares Managed Futures Index Fund or its units.
SECURITY INVESTORS DOES NOT GUARANTEE THE ACCURACY AND/OR THE COMPLETENESS OF ANY DATA SUPPLIED BY IT OR ANY DATA INCLUDED THEREIN. SECURITY INVESTORS MAKES NO WARRANTY, EXPRESS OR IMPLIED, AS TO RESULTS TO BE OBTAINED BY ITS LICENSEE, UNITHOLDERS OR AFFILIATES, OR ANY OTHER PERSON OR ENTITY FROM THE USE OF THE DATA SUPPLIED BY SECURITY INVESTORS OR ANY DATA INCLUDED THEREIN. SECURITY INVESTORS MAKES NO EXPRESS OR IMPLIED WARRANTIES, AND EXPRESSLY DISCLAIMS ALL WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE WITH RESPECT TO THE DATA SUPPLIED BY SECURITY INVESTORS OR ANY DATA INCLUDED THEREIN. WITHOUT LIMITING ANY OF THE FOREGOING. IN NO EVENT SHALL SECURITY INVESTORS HAVE ANY LIABILITY FOR ANY SPECIAL, PUNITIVE, INDIRECT, OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS), EVEN IF NOTIFIED OF THE POSSIDILITY OF SUCH DAMAGES.
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The opinions expressed are those of BlackRock as of October 1, 2012, and are subject to change at any time due to changes in market or economic conditions. The comments should not be construed as a recommendation of any individual holdings or market sectors.