"We believe in the power of diversification to limit risk, and we are committed to a fully flexible apporach. We get to go wherever in the world's securities markets we see opportunity. Whether it's stocks, bonds, cash equivalents or currency, whether it's in the emerging markets or the developed markets, whether it's Europe, Asia, North America, Latin America, wherever the best opportunities are, the Global Allocation Team will be deployed looking for the best of them for our investors."

- Dennis Stattman, Porfolio Manager

 

What is the investment strategy of the Fund?

The Fund seeks to maximise total investment return and aims to provide investors with the best available investments worldwide across asset class, region and market capitalisation.

The Team believes that competitive returns with low to moderate levels of risk can be achieved through a flexible, research intensive, value-oriented approach that seeks the best investment opportunities worldwide, broadly diversified across asset classes, countries and securities.

The Fund’s investment strategy is to invest in global equities, fixed income and cash. The Fund aims to maximise total investment returns while managing risk and is generally diversified across markets, industries and issuers.

 

What does the Fund invest in?

The types of securities and markets the Fund invests in will vary in response to changing market conditions and economic trends.

For example, the Fund may be substantially invested in Japanese shares when they appear undervalued relative to other world share markets. Alternatively greater emphasis may be placed on fixed income securities when the risk of owning shares appears significant.

With this approach, the Team strives to achieve attractive total returns, while spreading the risks associated with investing in only one asset class or market.

 

Who should consider investing in the investment option?

The BlackRock Global Allocation Fund (Aust) should be considered by investors seeking a single fund that offers broad global exposure, or an absolute return that is not constrained by MSCI benchmarks.

The Fund is a “one stop shop”. Investors will benefit from the active security selection, which aims to take advantage of global investment opportunities wherever and whenever they arise while retaining the flexibility to move into safer investments when conditions demand.

 

 

Important Information
Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFS Licence 230523 (BlackRock). BlackRock is the responsible entity of the BlackRock Global Allocation Fund (Aust).
A Product Document Statement for the Fund is available from BlackRock. You should consider the Product Disclosure Statement in deciding whether to acquire, or to continue to hold, the product. Please call us on 1300 366 100 or visit our website www.blackrock.com/au to obtain a copy of the Product Disclosure Statement for the Fund.
BlackRock, its officers, employees and agents believe that the information in this document is correct at the time of compilation, but no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors or omissions (including responsibility to any person by reason of negligence) is accepted by BlackRock, its officers, employees or agents.
This document contains general information only and is not intended to represent general or specific investment or professional advice. The information does not take into account an individual‘s financial circumstances. An assessment should be made as to whether the information is appropriate in individual circumstances and consideration should be given to talking to a financial or other professional adviser before making an investment decision.
No guarantee as to the capital value of investments in the Fund nor future returns is made by BlackRock. Past performance is not a reliable indicator of future performance.