Strategic Risk Allocation Fund
INVESTMENT APPROACHInvests in a broad range of global asset classes, such as equity securities, fixed and floating rate debt instruments, derivatives, other investment companies, including money market funds and exchange traded funds, real estate investment trusts and commodity-related instruments. The Fund employs a flexible approach to the relative weighting of each asset class.
Enhanced Diversification to Help Improve Your Portfolio
The BlackRock Strategic Risk Allocation Fund seeks consistent long-term returns with protection during market downturns and reduced correlation to traditional investments.
A MULTI-ASSET RISK STRATEGY
By balancing allocations across a wide set of risk and return drivers, the fund seeks to deliver attractive growth through diverse market conditions.
BROAD EXPOSURE FOR DIVERSIFICATION
Designed to provide diversification through broad exposure across risk factors including economic, credit, emerging markets, liquidity, real rates and inflation.
SEEKING CONSISTENT RETURNS WHILE REDUCING VOLATILITY
Seeks to offer an efficient and dynamic portfolio designed to generate attractive and consistent returns with less volatility.
|Total Return (%)||-4.37||0.82||-||-||0.72|
|Morningstar Category Avg. (%)||-4.15||2.88||3.49||4.42||-|
|Lipper Category Avg. (%)||-5.37||-0.32||1.78||3.70||-|
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.
Past distributions are not indicative of future distributions.
Click here, for the most recent distributions.
Asset Class as of 31-Dec-2015
|Name||Capital Allocation (Relative)||Risk Allocation|
|Developed Sovereign Debt||30.10%||10.70%|
|Emerging Sovereign Debt||5.40%||8.40%|
|Investment Grade Credit||20.30%||5.10%|
|High Yield Credit||5.70%||6.40%|
|Developed Small Cap Equity||4.30%||13.20%|
|Inflation Linked Debt||19.70%||9.70%|
|Commodities Ex Energy||3.20%||4.80%|
|Total Notional Exposure||2.42x Capital|
% of Market Value
Risk Factors as of 31-Dec-2015
|Name||Absolute Risk Factor Allocation|
% of Market Value