Mutual Fund Portfolio Solutions

Simple, transparent and cost effective mutual fund solutions built with iShares ETFs.

The BlackRock Strategic Portfolio Series consists of seven professionally managed and diversified mutual funds using iShares ETFs. Each portfolio has its own unique income or risk/return orientation offering exposure to various asset classes, industry sectors and geographies.

Income Oriented

Risk/Return Oriented

- - - - - - - - - - - - - - - - - - - - RETURN - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - RISK - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
100
75
50
25
0
Diversified
Monthly Income

PORTFOLIO
All Bond
PORTFOLIO
Defensive
PORTFOLIO
Conservative
PORTFOLIO
Balanced
PORTFOLIO
Growth
PORTFOLIO
Maxgrowth
PORTFOLIO
Fixed Income
Equity

Chart: BlackRock Strategic Portfolio Series


A diversified investment solution

Diversification is one of the keys to achieving a more consistent investment experience over time. That's why we created a solution to help investors diversify and meet their needs going forward – The BlackRock Strategic Portfolio Series.

By constructing portfolios using iShares ETFs, investors gain the potential benefits of efficient asset allocation with underlying investments that closely follow an index.

Key benefits

Simple – Industry-standard risk profiles enable investors to identify a portfolio that meets their needs and invest quickly and efficiently.

Flexible – By catering to a variety of income and risk appetites, investors are able to adjust more easily as their particular needs and requirements change over time.

Value – The strategic allocation and use of low-cost iShares ETFs as underlying holdings provides investors the potential to manage costs more effectively.

Professional management – BlackRock regularly monitors each portfolio to help keep pace with changing market conditions, and provides sophisticated analytics to show risks and trade-offs.

Series D Portfolio Management Fees*
BlackRock Growth Portfolio SERIES D 0.88
BlackRock MaxGrowth Portfolio SERIES D 0.95
BlackRock Balanced Portfolio SERIES D 0.89
BlackRock Conservative Portfolio SERIES D 0.82
BlackRock Diversified Monthly Income Portfolio SERIES D 1.13
BlackRock Defensive Portfolio SERIES D 0.84
BlackRock All Bond Portfolio SERIES D 1.00

* A portion of the management fee will be used to fund trailing commissions for dealers.


Managing risk

BlackRock builds portfolios for some the world’s biggest institutional investors using Aladdin®, its proprietary risk management technology that rigorously examines many of the risk factors inherent in portfolio construction. BlackRock’s Strategic Portfolio Series benefits from this thorough analysis because whether you are an individual saving for retirement or a large pension fund, BlackRock believes risk management is not about avoiding risk, but about understanding more deeply the risks involved when making investing decisions.

By the
numbers

30,000
Portfolios examined by Aladdin every minute of the day

5,000
Portfolio stress tests run every week

3,000
Active risk factors monitored daily from interest rates to currencies

Contact your BlackRock Investment Management Consultant to learn more or call 877-ASK-1BLK (877-275-1255).