We have partnered with BlackRock to design a low-cost international equity managed portfolio. The iShares Enhanced Strategic International Managed Portfolio is a dynamically managed diversified portfolio made up of 10-20 ETF holdings, providing exposure to over 2,500 underlying securities.
BlackRock’s investment philosophy
BlackRock believes that superior investment outcomes are best achieved through a disciplined, objective investment process. The investment process seeks to harvest return premia, while managing risks and implementation costs through optimisation-based portfolio construction.
BlackRock makes use of fundamental-based, top-down macroeconomic analysis in building long-term return forecasts across regions and sectors. This is balanced with proprietary portfolio and risk management systems, enabling them to produce a diversified international equity portfolio that is benchmark aware with controlled levels of active risk. BlackRock integrates trading costs into the portfolio construction methodology to help identify the optimal trade-off between expected returns, risks and the certainty of costs.
Meet the manager
In this video, Uwe Helmes, Lead Strategist for Model Portfolio Solutions at BlackRock Australia, provides an overview of the portfolio including how it was constructed, its benchmarks, target investors and investment philosophy.
BlackRock has adopted a four-step framework for the managed portfolio construction process.
About BlackRock
BlackRock is a global investment manager that has served the Australian market for over three decades, with a commitment to helping more people plan for their financial future. Their purpose is to help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.
As a long-standing partner to large wealth organisations and financial advisers, BlackRock delivers tailored holistic investment solutions, thought leadership and investment technology capabilities to help clients build resilient portfolios.
Learn more with a guide to international equities and the SQM Research report
The case for international equities
The guide unpacks the benefits of looking further afield when it comes to investing and provides further information on the iShares Enhanced Strategic International Managed Portfolio.
SQM Research report
The report provides SQM Research’s rational to their ‘Superior’ rating and a review and key observations of the iShares Enhanced Strategic International Managed Portfolio.
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What you need to know
This material has been prepared with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT) and is general in nature. It’s for professional adviser use only and must not be distributed or made available to retail clients. A person should consider whether this information is appropriate for them before making any decisions. It’s important a person considers their circumstances and reads the relevant product disclosure statement and target market determination, available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.
You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Pty Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided. You can also ask us for a hard copy. North and MyNorth are trademarks registered to NMMT.
NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios through which Equity Managed Portfolio is offered. All managed portfolios may not be available across all products on the North platform and are only available via a financial adviser.
The iShares Enhanced Strategic International Managed Portfolio is available in MyNorth and North Super, Pension and Investment accounts. For more details, please download our guide or refer to the MyNorth Managed Portfolios product disclosure statement and the target market determination
The rating contained on this webpage is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.