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MODEL PORTFOLIOS

Clients see you as a partner on their journey to wealth and well-being. Help get them to where they need to be and save valuable time in the process with iShares Model Portfolios. Total portfolio management at a low cost.

Understand our model portfolio investment philosophy

WHY ISHARES MODEL PORTFOLIOS?

Flexible
Simplify
Scale and simplify your practice
Value
Value
The use of only low-cost iShares ETFs and Index Funds as underlying holdings provides investors the potential to manage costs more efficiently.
Professional Investment
Professional Investment
BlackRock monitors each portfolio, and utilizes the best in risk management analytics to understand risks and return trade-offs.

See what our models can do for you and your clients.

ABOUT ISHARES MODEL PORTFOLIOS

iShares Enhanced Strategic Model Portfolios

A cost effective, transparent, actively managed, multi-asset solution built with iShares ETFs, available via a Separately Managed Account. Each portfolio has its own unique objective offering exposure to various asset classes, industry sectors, style factors, currencies and geographies.

Learn more about the Enhanced Strategic Model Portfolios

ESG Model Portfolios

With five risk profiles available, each portfolio has its own unique objective. Following BlackRock’s Strategic Asset Allocation that use our climate aware Capital Market Assumptions and iShares ESG ETF’s & Unlisted Funds.

Learn more about the ESG Model Portfolios

Risk-based models

 

For illustrative purposes only as to the potential operation of a model portfolio and use of iShares ETFs. Not a recommendation to acquire a class of financial product or particular iShares ETF.

ESG Model Portfolios



SQM logo

Rating related to the iShares ESG Portfolios - valid as at 6 March 2023.

View the report

Enhanced Strategic Model Portfolio

SQM logo

Rating related to the iShares Enhanced Strategic Portfolios - valid as at 10 March 2023

View the report

Enhanced Strategic International Equity Model Portfolio

SQM logo

Rating related to the iShares Enhanced Strategic Portfolios - valid as at 22 March 2023"

View the report

Performance & Resources

Rebalance and Performance Commentary

The rebalance and performance commentary is end investor approved and can be shared with clients where appropriate.

ESG Models Q1 2023 Performance 
ESG Models Q1 2023 Performance: Conservative
ESG Models Q1 2023 Performance: Moderate
ESG Models Q1 2023 Performance: Balanced
ESG Models Q1 2023 Performance: Growth
ESG Models Q1 2023 Performance: Aggressive

Rebalance and Performance Commentary

Target Income Model Portfolio Q1 2023

TRADING PLATFORMS WHERE OUR ENHANCED STRATEGIC MODEL PORTFOLIOS ARE LOCATION

 

BT logo Colonial First State grow Wrap
Hub 24 Macquarie Macquarie
Open Invest Preaemium

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LONSEC RATING — ADDITIONAL INFORMATION
The Lonsec Ratings (assigned as follows: iShares Enhanced Strategic Conservative — February 2018; iShares Enhanced Strategic Moderate — February 2018; iShares Enhanced Strategic Balanced — February 2018; iShares Enhanced Strategic Growth — February 2018; iShares Enhanced Strategic Aggressive — February 2018) 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/