What kind of investors is
the fund suitable for?

Insights from the portfolio manager’s office

Jun 7, 2017 / by Michael Fredericks

May 18, 2017

Multi-Asset Income Fund is designed for yield-oriented investors who seek a risk-first approach to their portfolio management process. Hear more from Michael Fredericks as he talks about why investors should consider this fund.

  • View transcript

    Question: What kind of investors is the fund suitable for?

    Michael Frederick: Multi-Asset Income is managed for risk aware investors seeking a globally diversified portfolio that provides an attractive yield as the primary driver of total return. Our performance track record during periods of market volatility demonstrates our ability to consistently manage equity market risk. In addition, investors worried about rising interest rates should find our performance during past periods of rising rates very compelling as well.

     

    Question: Why should investors consider this fund?

    Michael Frederick: Multi-Asset Income is designed for yield-oriented investors who want a risk-first approach to their portfolio management process. We are tactical in how we position the portfolio, therefore, an investors can rest easy knowing our team is constantly researching the optimal blend of assets based on the markets at any given time. Investors looking for an all-weather portfolio should find our process very appealing compared to single-asset class strategies.

    Clients should invest if their current portfolio does not generate enough yield, if they’re worried about the negative impact rising interest rates will have on their portfolios, or if they are simply cautiously optimistic about what the future holds for the global economy.

     

Michael Fredericks
Head of Income Investing for BlackRock Multi-Asset Strategies group
Managing Director, Head of Income Investing for the BlackRock Multi-Asset Strategies group and lead portfolio manager for the Multi-Asset Income product suite.