MODEL PORTFOLIOS

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 ETF 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 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 ETF MODEL PORTFOLIOS

iShares Enhanced Strategic Model Portfolios are 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:

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.

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Model Portfolios: The Podcast - November Rebalance1

Join us as we discuss the most recent rebalances including the out-of-cycle rebalance that took place in October, the impact of the election and the continued global market reaction to Covid-19.

Model Portfolios: The Podcast - August Rebalance2

Welcome to the August edition of the Model Portfolios podcast. This month we discuss the recent market activity, performance and weightings for the August rebalance of the Model Portfolios.

Model Portfolios: The Podcast*

Welcome to the first edition of the Model Portfolios podcast. This month we discuss the recent market activity due to coronavirus and the impact this has had on our Model Portfolios.

REVIEWS AND REBALANCING

Portfolio asset allocations are reviewed regularly and rebalanced as per the objective of each model. This is to ensure that the portfolios remain optimally balanced for risk, return and cost.

The review is implemented, and any rebalancing carried out, with a view to striking a balance between maintaining effective risk management, whilst minimising excess costs due to portfolio turnover.

Advisers will receive updates at the time of each rebalance.

PERFORMANCE AND REBALANCE

Quarterly Rebalance: November 2020 - for your clients
Quarterly Rebalance: November 2020 - adviser
Flash Update: November 2020 – for your clients
Flash Update: November 2020 – adviser
Monthly Performance Update September – for your clients
Monthly Performance Update September – adviser
Flash Update October (Out-of-Cycle Rebalance) – for your clients
Flash Update October (Out-of-Cycle Rebalance) – adviser
Monthly Performance Update: August 2020 – for your clients
Monthly Performance Update: August 2020 – adviser
Quarterly Rebalance : August 2020 – for your clients
Quarterly Rebalance : August 2020 – adviser
Flash Update August 2020 – for your clients
Flash Update: August 2020 – adviser
Monthly Performance Update June 2020 - for your clients
Monthly Performance Update: June 2020 - adviser
Monthly Performance Update May 2020 - for your clients
Monthly Performance Update: May 2020 – adviser
Quarterly Rebalance (Target Income Model Portfolio): May 2020 – for your clients
Quarterly Rebalance (Target Income Model Portfolio): May 2020 - adviser
Quarterly Rebalance (Enhanced Strategic Model Portfolio): May 2020 – for your clients
Quarterly Rebalance (Enhanced Strategic Model Portfolio): May 2020 - adviser
Flash Update: May 2020 – for your clients
Monthly Performance Update: March 2020 - for your clients
Monthly Performance Update: March 2020 – adviser
Flash Update: March 2020 – adviser
Webinar Replay: Enhanced Strategic Model Portfolios – adviser
Monthly Performance Update: February 2020 – adviser
Quarterly Rebalance (Enhanced Strategic Model Portfolio): February 2020 – adviser
Quarterly Rebalance (Target Income Model Portfolio): February 2020 – adviser
Flash Update: February 2020 – adviser
View past Flash and Performance updates

TRADING PLATFORMS WHERE OUR MODELS ARE AVAILABLE:

 

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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: http://www.lonsecresearch.com.au/research-solutions/our-ratings