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 July 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 2.43% $243,000
    Code Security name Weighting % Amount
    CASH Cash 2.43% $2,430
    Cash 2.43% $243,000
    Australian Shares 8.13% $8,129
    Code Security name Weighting % Amount
    IOZ iShares Core S&P/ASX 200 ETF 8.13% $8,129
    Australian Shares 8.13% $8,129
    International Shares 26.39% $26,402
    Code Security name Weighting % Amount
    IEM iShares MSCI Emerging Markets ETF 2.56% $2,563
    IEU iShares S&P Europe ETF 1.53% $1,533
    IHVV iShares S&P 500 AUD Hedged ETF 1.85% $1,855
    IKO iShares MSCI South Korea Capped Index ETF 1.30% $1,302
    IVE iShares MSCI EAFE ETF 3.55% $3,553
    IVV iShares S&P 500 ETF 11.47% $11,470
    IZZ iShares FTSE China Large-Cap ETF 1.01% $1,006
    WVOL iShares Edge MSCI World Minimum Volatility ETF 3.12% $3,120
    International Shares 26.39% $26,402
    Australian Fixed Interest 51.70% $5,170,000
    Code Security name Weighting % Amount
    IAF iShares Core Composite Bond ETF 39.67% $39,673
    IGB iShares Treasury ETF 4.48% $4,482
    ISEC iShares Enhanced Cash ETF 7.55% $7,553
    Australian Fixed Interest 51.70% $5,170,000
    International Fixed Interest 11.35% $11,341
    Code Security name Weighting % Amount
    IHCB iShares Core Global Corporate Bond (AUD Hedged) ETF 7.88% $7,875
    IHHY iShares Global High Yield Bond (AUD Hedged) ETF 3.47% $3,466
    International Fixed Interest 11.35% $11,341
    100.00%
    Total
    $100,010
    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 July 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 2.42% $242,000
      Code Security name Weighting % Amount
      CASH Cash 2.42% $2,420
      Cash 2.42% $242,000
      Australian Shares 16.16% $16,161
      Code Security name Weighting % Amount
      IOZ iShares Core S&P/ASX 200 ETF 16.16% $16,161
      Australian Shares 16.16% $16,161
      International Shares 37.94% $3,794,000
      Code Security name Weighting % Amount
      IEM iShares MSCI Emerging Markets ETF 3.56% $3,565
      IEU iShares S&P Europe ETF 7.60% $7,604
      IHVV iShares S&P 500 AUD Hedged ETF 2.41% $2,408
      IJP iShares MSCI Japan ETF 2.50% $2,500
      IKO iShares MSCI South Korea Capped Index ETF 1.30% $1,299
      IVV iShares S&P 500 ETF 15.43% $15,426
      IZZ iShares FTSE China Large-Cap ETF 1.00% $1,002
      WVOL iShares Edge MSCI World Minimum Volatility ETF 4.14% $4,136
      International Shares 37.94% $3,794,000
      Australian Fixed Interest 35.64% $35,639
      Code Security name Weighting % Amount
      IAF iShares Core Composite Bond ETF 29.07% $29,070
      IGB iShares Treasury ETF 2.96% $2,963
      ISEC iShares Enhanced Cash ETF 3.61% $3,606
      Australian Fixed Interest 35.64% $35,639
      International Fixed Interest 7.84% $7,838
      Code Security name Weighting % Amount
      IHCB iShares Core Global Corporate Bond (AUD Hedged) ETF 4.89% $4,888
      IHHY iShares Global High Yield Bond (AUD Hedged) ETF 2.95% $2,950
      International Fixed Interest 7.84% $7,838
      100.00%
      Total
      $99,998
      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 July 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 2.92% $292,000
        Code Security name Weighting % Amount
        CASH Cash 2.92% $2,920
        Cash 2.92% $292,000
        Australian Shares 24.09% $24,093
        Code Security name Weighting % Amount
        IOZ iShares Core S&P/ASX 200 ETF 24.09% $24,093
        Australian Shares 24.09% $24,093
        International Shares 49.60% $4,960,000
        Code Security name Weighting % Amount
        IEM iShares MSCI Emerging Markets ETF 4.56% $4,555
        IEU iShares S&P Europe ETF 8.57% $8,569
        IHVV iShares S&P 500 AUD Hedged ETF 2.96% $2,958
        IJP iShares MSCI Japan ETF 3.47% $3,473
        IKO iShares MSCI South Korea Capped Index ETF 1.30% $1,296
        IVE iShares MSCI EAFE ETF 2.30% $2,305
        IVV iShares S&P 500 ETF 19.81% $19,806
        IZZ iShares FTSE China Large-Cap ETF 1.49% $1,491
        WVOL iShares Edge MSCI World Minimum Volatility ETF 5.14% $5,138
        International Shares 49.60% $4,960,000
        Australian Fixed Interest 19.48% $19,485
        Code Security name Weighting % Amount
        IAF iShares Core Composite Bond ETF 17.14% $17,141
        IGB iShares Treasury ETF 1.37% $1,374
        ISEC iShares Enhanced Cash ETF 0.97% $970
        Australian Fixed Interest 19.48% $19,485
        International Fixed Interest 3.91% $3,901
        Code Security name Weighting % Amount
        IHCB iShares Core Global Corporate Bond (AUD Hedged) ETF 1.95% $1,945
        IHHY iShares Global High Yield Bond (AUD Hedged) ETF 1.96% $1,956
        International Fixed Interest 3.91% $3,901
        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 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 July 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 2.89% $289,000
          Code Security name Weighting % Amount
          CASH Cash 2.89% $2,890
          Cash 2.89% $289,000
          Australian Shares 28.99% $28,992
          Code Security name Weighting % Amount
          IOZ iShares Core S&P/ASX 200 ETF 28.99% $28,992
          Australian Shares 28.99% $28,992
          International Shares 58.67% $5,867,000
          Code Security name Weighting % Amount
          IEM iShares MSCI Emerging Markets ETF 5.55% $5,549
          IEU iShares S&P Europe ETF 9.03% $9,034
          IHVV iShares S&P 500 AUD Hedged ETF 3.46% $3,462
          IJP iShares MSCI Japan ETF 3.95% $3,950
          IKO iShares MSCI South Korea Capped Index ETF 1.28% $1,283
          IVE iShares MSCI EAFE ETF 3.99% $3,989
          IVV iShares S&P 500 ETF 23.29% $23,286
          IZZ iShares FTSE China Large-Cap ETF 1.98% $1,984
          WVOL iShares Edge MSCI World Minimum Volatility ETF 6.14% $6,140
          International Shares 58.67% $5,867,000
          Australian Fixed Interest 7.99% $7,991
          Code Security name Weighting % Amount
          IAF iShares Core Composite Bond ETF 5.17% $5,172
          IGB iShares Treasury ETF 1.47% $1,471
          ISEC iShares Enhanced Cash ETF 1.35% $1,348
          Australian Fixed Interest 7.99% $7,991
          International Fixed Interest 1.46% $1,459
          Code Security name Weighting % Amount
          IHHY iShares Global High Yield Bond (AUD Hedged) ETF 1.46% $1,459
          International Fixed Interest 1.46% $1,459
          100.00%
          Total
          $100,010
          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.