BlackRock

BlackRock’s purpose is to help more and more people experience financial wellbeing. Our world-class capabilities and innovative thinking go into every portfolio to help you build a better financial future.

Investment Expertise, Simply Delivered.

We want to help you achieve your investment goals and believe that the best way to do that is to offer a selection of actively managed multi-asset portfolios.

Building our portfolios with iShares ETFs means that investors can gain the potential benefits of asset allocation with underlying investments that closely follow an index.

Our model portfolios are constructed to optimally balance long–term returns, risks, and costs as per the objective of the four risk profiles. As a result, each portfolio has a unique objective, offering exposures to various asset classes, industry sectors, style factors, currencies, and geographies.

Reviews and Rebalancing

Our model portfolios are constructed and supported by a global team of investment strategists and monitored by BlackRock’s sophisticated risk-management engine, Aladdin – the same technology used by some of the most sophisticated investors and institutions around the world.

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

*As of June 30, 2021, the firm managed approximately USD$9.5 trillion in assets on behalf of investors worldwide.
our team
Josh Persky View Profile
Lead Strategist, Model Portfolios, BlackRock Australia
Christopher T. Downing, PhD View Profile
Head of Model Portfolio Research, BlackRock Asia-Pacific
Investment Models
Investment Objective
The BlackRock Defensive Income Model aims to provide investors with attractive returns consistent with a “diversified moderate” investment strategy encompassing: 1. A bias toward Australian assets; 2. An enhanced strategic asset allocation process leveraging a well-researched global framework built by BlackRock; 3. Efficient & cost-effective implementation via iShares Exchange Traded Funds.
Typical Investor
A single investment option for investors who: seek access to a low-cost, diversified, risk based Model Portfolio; seek additional returns above the benchmark within a risk controlled framework; and seek to leverage BlackRock’s global expertise and research capabilities.
Investment Strategy and Approach
BlackRock's investment process seeks to systematically capture return premia, whilst managing risks and implementation costs through an optimisation-based portfolio construction process. The model portfolio is actively managed using a mean-variance optimisation framework which incorporates internally-derived asset class forecasts for returns, volatility and correlations. The tactical asset allocation process (rebalanced 4-6 times per year) employs multiple, proprietary signals to capture short term market mispricings.
Minimum Investment Amount
$20,000

Model Composition

Allocation as at April 2021

    Allocation & Fees
    Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
    BlackRock Defensive Income
    This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
    Cash 2.48% $248,000
    Code Security name Weighting % Amount
    CASH Cash 2.48% $2,480
    Cash 2.48% $248,000
    Australian Shares 14.41% $14,410
    Code Security name Weighting % Amount
    IOZ iShares Core S&P/ASX 200 ETF 14.41% $14,410
    Australian Shares 14.41% $14,410
    International Shares 21.67% $21,679
    Code Security name Weighting % Amount
    IEM iShares MSCI Emerging Markets ETF 3.87% $3,871
    IEU iShares S&P Europe ETF 1.40% $1,404
    IHVV iShares S&P 500 AUD Hedged ETF 1.54% $1,537
    IVE iShares MSCI EAFE ETF 3.78% $3,780
    IVV iShares S&P 500 ETF 6.05% $6,051
    IZZ iShares FTSE China Large-Cap ETF 1.37% $1,375
    WVOL iShares Edge MSCI World Minimum Volatility ETF 3.66% $3,660
    International Shares 21.67% $21,679
    Australian Fixed Interest 48.20% $4,820,000
    Code Security name Weighting % Amount
    IAF iShares Core Composite Bond ETF 35.53% $35,528
    IGB iShares Treasury ETF 4.39% $4,394
    ISEC iShares Enhanced Cash ETF 8.28% $8,280
    Australian Fixed Interest 48.20% $4,820,000
    International Fixed Interest 13.24% $13,241
    Code Security name Weighting % Amount
    IHCB iShares Core Global Corporate Bond (AUD Hedged) ETF 10.49% $10,487
    IHHY iShares Global High Yield Bond (AUD Hedged) ETF 2.75% $2,754
    International Fixed Interest 13.24% $13,241
    100.00%
    Total
    $100,012
    Display fees as
    Your monthly fee
    Fees & Costs
    $ - per month

    All fees and costs are inclusive of GST.

    Fees & Costs
    $ - per month
    This includes:

    Management Fee, part of which is paid to BlackRock for making investment decisions for your portfolio, and part of which is retained by the administrator for their services in administering your portfolio. This fee is deducted directly from your account.

    Indirect Cost, which is the cost of any underlying managed funds and/or ETFs in this Model Portfolio. This amount is not deducted from your account, but is charged within any managed fund or ETF present in your portfolio.

    Transaction Costs, which is an estimate of the costs incurred in transacting for your portfolio over this time period, including transaction costs levied by the administrator and those charged by any underlying managed fund in this Model Portfolio via what is called the buy-sell spread.

    • You pay zero brokerage for trades on the ASX
    • You retain all interest earned on cash
    • No hidden fees or charges

    The total fees and costs shown above relates to the ongoing cost of managing your portfolio.
    One-off cost:

    Entry Cost, is the one-off cost of transactions to invest $0 into this model portfolio, which is $ -.

    All fees and costs are inclusive of GST.
    Please refer to the current PDS for a detailed description of fees.

    Ready to Invest?

    Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.

    Investment Objective
    The BlackRock Sustainable Income Model aims to provide investors with attractive returns consistent with a “diversified balanced” investment strategy encompassing: 1. A bias toward Australian assets; 2. An enhanced strategic asset allocation process leveraging a well-researched global framework built by BlackRock; 3. Efficient & cost-effective implementation via iShares Exchange Traded Funds.
    Typical Investor
    A single investment option for investors who: seek access to a low-cost, diversified, risk based Model Portfolio; seek additional returns above the benchmark within a risk controlled framework; and seek to leverage BlackRock’s global expertise and research capabilities.
    Investment Strategy and Approach
    BlackRock's investment process seeks to systematically capture return premia, whilst managing risks and implementation costs through an optimisation-based portfolio construction process. The model portfolio is actively managed using a mean-variance optimisation framework which incorporates internally-derived asset class forecasts for returns, volatility and correlations. The tactical asset allocation process (rebalanced 4-6 times per year) employs multiple, proprietary signals to capture short term market mispricings.
    Minimum Investment Amount
    $20,000

    Model Composition

    Allocation as at April 2021

      Allocation & Fees
      Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
      BlackRock Sustainable Income
      This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
      Cash 2.46% $246,000
      Code Security name Weighting % Amount
      CASH Cash 2.46% $2,460
      Cash 2.46% $246,000
      Australian Shares 23.37% $23,374
      Code Security name Weighting % Amount
      IOZ iShares Core S&P/ASX 200 ETF 23.37% $23,374
      Australian Shares 23.37% $23,374
      International Shares 32.04% $32,028
      Code Security name Weighting % Amount
      IEM iShares MSCI Emerging Markets ETF 4.77% $4,770
      IEU iShares S&P Europe ETF 6.71% $6,709
      IHVV iShares S&P 500 AUD Hedged ETF 2.05% $2,048
      IJP iShares MSCI Japan ETF 2.51% $2,511
      IVV iShares S&P 500 ETF 10.72% $10,717
      IZZ iShares FTSE China Large-Cap ETF 1.36% $1,355
      WVOL iShares Edge MSCI World Minimum Volatility ETF 3.92% $3,918
      International Shares 32.04% $32,028
      Australian Fixed Interest 32.62% $3,262,000
      Code Security name Weighting % Amount
      IAF iShares Core Composite Bond ETF 25.21% $25,209
      IGB iShares Treasury ETF 2.89% $2,890
      ISEC iShares Enhanced Cash ETF 4.52% $4,525
      Australian Fixed Interest 32.62% $3,262,000
      International Fixed Interest 9.51% $9,504
      Code Security name Weighting % Amount
      IHCB iShares Core Global Corporate Bond (AUD Hedged) ETF 7.28% $7,278
      IHHY iShares Global High Yield Bond (AUD Hedged) ETF 2.23% $2,226
      International Fixed Interest 9.51% $9,504
      100.00%
      Total
      $99,989
      Display fees as
      Your monthly fee
      Fees & Costs
      $ - per month

      All fees and costs are inclusive of GST.

      Fees & Costs
      $ - per month
      This includes:

      Management Fee, part of which is paid to BlackRock for making investment decisions for your portfolio, and part of which is retained by the administrator for their services in administering your portfolio. This fee is deducted directly from your account.

      Indirect Cost, which is the cost of any underlying managed funds and/or ETFs in this Model Portfolio. This amount is not deducted from your account, but is charged within any managed fund or ETF present in your portfolio.

      Transaction Costs, which is an estimate of the costs incurred in transacting for your portfolio over this time period, including transaction costs levied by the administrator and those charged by any underlying managed fund in this Model Portfolio via what is called the buy-sell spread.

      • You pay zero brokerage for trades on the ASX
      • You retain all interest earned on cash
      • No hidden fees or charges

      The total fees and costs shown above relates to the ongoing cost of managing your portfolio.
      One-off cost:

      Entry Cost, is the one-off cost of transactions to invest $0 into this model portfolio, which is $ -.

      All fees and costs are inclusive of GST.
      Please refer to the current PDS for a detailed description of fees.

      Ready to Invest?

      Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.

      Investment Objective
      The BlackRock Robust Growth Model aims to provide investors with attractive returns consistent with a “diversified growth” investment strategy encompassing: 1. A bias toward Australian assets; 2. An enhanced strategic asset allocation process leveraging a well-researched global framework built by BlackRock; 3. Efficient & cost-effective implementation via iShares Exchange Traded Funds.
      Typical Investor
      A single investment option for investors who: seek access to a low-cost, diversified, risk based Model Portfolio; seek additional returns above the benchmark within a risk controlled framework; and seek to leverage BlackRock’s global expertise and research capabilities.
      Investment Strategy and Approach
      BlackRock's investment process seeks to systematically capture return premia, whilst managing risks and implementation costs through an optimisation-based portfolio construction process. The model portfolio is actively managed using a mean-variance optimisation framework which incorporates internally-derived asset class forecasts for returns, volatility and correlations. The tactical asset allocation process (rebalanced 4-6 times per year) employs multiple, proprietary signals to capture short term market mispricings.
      Minimum Investment Amount
      $20,000

      Model Composition

      Allocation as at April 2021

        Allocation & Fees
        Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
        BlackRock Robust Growth
        This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
        Cash 2.94% $294,000
        Code Security name Weighting % Amount
        CASH Cash 2.94% $2,940
        Cash 2.94% $294,000
        Australian Shares 33.23% $33,233
        Code Security name Weighting % Amount
        IOZ iShares Core S&P/ASX 200 ETF 33.23% $33,233
        Australian Shares 33.23% $33,233
        International Shares 40.84% $4,084,000
        Code Security name Weighting % Amount
        IEM iShares MSCI Emerging Markets ETF 5.65% $5,650
        IEU iShares S&P Europe ETF 7.04% $7,043
        IHVV iShares S&P 500 AUD Hedged ETF 2.98% $2,979
        IJP iShares MSCI Japan ETF 2.97% $2,973
        IVE iShares MSCI EAFE ETF 2.36% $2,356
        IVV iShares S&P 500 ETF 13.92% $13,920
        IZZ iShares FTSE China Large-Cap ETF 1.34% $1,336
        WVOL iShares Edge MSCI World Minimum Volatility ETF 4.58% $4,580
        International Shares 40.84% $4,084,000
        Australian Fixed Interest 17.41% $17,411
        Code Security name Weighting % Amount
        IAF iShares Core Composite Bond ETF 14.25% $14,247
        IGB iShares Treasury ETF 1.61% $1,614
        ISEC iShares Enhanced Cash ETF 1.55% $1,550
        Australian Fixed Interest 17.41% $17,411
        International Fixed Interest 5.58% $5,584
        Code Security name Weighting % Amount
        IHCB iShares Core Global Corporate Bond (AUD Hedged) ETF 4.63% $4,631
        IHHY iShares Global High Yield Bond (AUD Hedged) ETF 0.95% $953
        International Fixed Interest 5.58% $5,584
        100.00%
        Total
        $100,004
        Display fees as
        Your monthly fee
        Fees & Costs
        $ - per month

        All fees and costs are inclusive of GST.

        Fees & Costs
        $ - per month
        This includes:

        Management Fee, part of which is paid to BlackRock for making investment decisions for your portfolio, and part of which is retained by the administrator for their services in administering your portfolio. This fee is deducted directly from your account.

        Indirect Cost, which is the cost of any underlying managed funds and/or ETFs in this Model Portfolio. This amount is not deducted from your account, but is charged within any managed fund or ETF present in your portfolio.

        Transaction Costs, which is an estimate of the costs incurred in transacting for your portfolio over this time period, including transaction costs levied by the administrator and those charged by any underlying managed fund in this Model Portfolio via what is called the buy-sell spread.

        • You pay zero brokerage for trades on the ASX
        • You retain all interest earned on cash
        • No hidden fees or charges

        The total fees and costs shown above relates to the ongoing cost of managing your portfolio.
        One-off cost:

        Entry Cost, is the one-off cost of transactions to invest $0 into this model portfolio, which is $ -.

        All fees and costs are inclusive of GST.
        Please refer to the current PDS for a detailed description of fees.

        Ready to Invest?

        Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.

        Investment Objective
        The BlackRock Maximum Growth Model aims to provide investors with attractive returns consistent with a “diversified aggressive” investment strategy encompassing: 1. A bias toward Australian assets; 2. An enhanced strategic asset allocation process leveraging a well-researched global framework built by BlackRock; 3. Efficient & cost-effective implementation via iShares Exchange Traded Funds.
        Typical Investor
        A single investment option for investors who: seek access to a low-cost, diversified, risk based Model Portfolio; seek additional returns above the benchmark within a risk controlled framework; and seek to leverage BlackRock’s global expertise and research capabilities.
        Investment Strategy and Approach
        BlackRock's investment process seeks to systematically capture return premia, whilst managing risks and implementation costs through an optimisation-based portfolio construction process. The model portfolio is actively managed using a mean-variance optimisation framework which incorporates internally-derived asset class forecasts for returns, volatility and correlations. The tactical asset allocation process (rebalanced 4-6 times per year) employs multiple, proprietary signals to capture short term market mispricings.
        Minimum Investment Amount
        $20,000

        Model Composition

        Allocation as at April 2021

          Allocation & Fees
          Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
          BlackRock Maximum Growth
          This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
          Cash 2.88% $288,000
          Code Security name Weighting % Amount
          CASH Cash 2.88% $2,880
          Cash 2.88% $288,000
          Australian Shares 40.16% $40,157
          Code Security name Weighting % Amount
          IOZ iShares Core S&P/ASX 200 ETF 40.16% $40,157
          Australian Shares 40.16% $40,157
          International Shares 47.56% $4,756,000
          Code Security name Weighting % Amount
          IEM iShares MSCI Emerging Markets ETF 6.53% $6,526
          IEU iShares S&P Europe ETF 7.08% $7,079
          IHVV iShares S&P 500 AUD Hedged ETF 3.71% $3,706
          IJP iShares MSCI Japan ETF 2.95% $2,946
          IVE iShares MSCI EAFE ETF 4.05% $4,052
          IVV iShares S&P 500 ETF 16.58% $16,578
          IZZ iShares FTSE China Large-Cap ETF 1.32% $1,322
          WVOL iShares Edge MSCI World Minimum Volatility ETF 5.34% $5,342
          International Shares 47.56% $4,756,000
          Australian Fixed Interest 6.39% $6,395
          Code Security name Weighting % Amount
          IAF iShares Core Composite Bond ETF 6.39% $6,395
          Australian Fixed Interest 6.39% $6,395
          International Fixed Interest 3.01% $3,007
          Code Security name Weighting % Amount
          IHCB iShares Core Global Corporate Bond (AUD Hedged) ETF 2.06% $2,058
          IHHY iShares Global High Yield Bond (AUD Hedged) ETF 0.95% $950
          International Fixed Interest 3.01% $3,007
          100.00%
          Total
          $99,990
          Display fees as
          Your monthly fee
          Fees & Costs
          $ - per month

          All fees and costs are inclusive of GST.

          Fees & Costs
          $ - per month
          This includes:

          Management Fee, part of which is paid to BlackRock for making investment decisions for your portfolio, and part of which is retained by the administrator for their services in administering your portfolio. This fee is deducted directly from your account.

          Indirect Cost, which is the cost of any underlying managed funds and/or ETFs in this Model Portfolio. This amount is not deducted from your account, but is charged within any managed fund or ETF present in your portfolio.

          Transaction Costs, which is an estimate of the costs incurred in transacting for your portfolio over this time period, including transaction costs levied by the administrator and those charged by any underlying managed fund in this Model Portfolio via what is called the buy-sell spread.

          • You pay zero brokerage for trades on the ASX
          • You retain all interest earned on cash
          • No hidden fees or charges

          The total fees and costs shown above relates to the ongoing cost of managing your portfolio.
          One-off cost:

          Entry Cost, is the one-off cost of transactions to invest $0 into this model portfolio, which is $ -.

          All fees and costs are inclusive of GST.
          Please refer to the current PDS for a detailed description of fees.

          Ready to Invest?

          Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.