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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.
ESG Model Portfolios Rating related to the iShares ESG Portfolios - valid as at 6 March 2023. |
Enhanced Strategic Model Portfolio Rating related to the iShares Enhanced Strategic Portfolios - valid as at 10 March 2023 |
Enhanced Strategic International Equity Model Portfolio Rating related to the iShares Enhanced Strategic Portfolios - valid as at 22 March 2023" |
The rebalance and performance commentary is end investor approved and can be shared with clients where appropriate.
View Past Flash and Performance Updates |
The rebalance and performance commentary is end investor approved and can be shared with clients where appropriate.
Target Income Model Portfolio Q1 2023 |
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/