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.
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.
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.
BlackRock has adopted a four-step framework for the managed portfolio construction process.
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 rationale to their ‘Superior’ rating and a review and key observations of the iShares Enhanced Strategic International Managed Portfolio.
Privacy collection notice
The information you provide is being collected by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT) in order to respond to your enquiry. If you don't provide the information requested, NMMT may not be able to respond to your query. Your personal information may be shared with business areas or companies within the AMP Group. We may also provide information to local and overseas entities which provide AMP with administrative, financial, research or other services, other insurers and credit providers, financial planners, brokers and other organisations authorised by AMP to assist in reviewing customer needs. We may also disclose personal information to courts, tribunals and dispute resolution bodies, government agencies, and other bodies we are required to provide information to under the law. A list of countries where these providers are likely to be located can be accessed via the AMP Privacy Policy.
The AMP Privacy Policy provides more information about how we manage and protect the personal information we hold about individuals. It sets out how you can access and correct the information that AMP holds about you, how you may complain about a breach of privacy and our process for resolving privacy related enquiries and complaints.
Important information
The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only, does not take account of your client’s personal objectives, financial situation or needs, and a client should consider whether this information is appropriate for them before making any decisions. It’s important your client consider their circumstances and read the relevant product disclosure statement (PDS), investor directed portfolio guide (IDPS Guide) and target market determination (TMD), available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.
MyNorth Investment and North Investment are operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFSL 234652 (NMFM). MyNorth Super and Pension (including MyNorth Lifetime), MyNorth Super and Pension Guarantee and North Super and Pension are issued by N.M. Superannuation Proprietary Limited (ABN 31 008 428 322, AFSL 234654 (NM Super) as trustee of the Wealth Personal Superannuation and Pension Fund (the Fund) ABN 92 381 911 598. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the North platform. All of the products above are referred to collectively as MyNorth Products. The information on this page is provided only for the use of advisers, it is not intended for clients. This page provides a brief overview of some of the benefits of investing in MyNorth Products. The adviser remains responsible for any advice/services they provide to clients including making their own inquiries and ensuring that the advice/services are appropriate and in accordance with all legal requirements.
You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Proprietary Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided.
North and MyNorth are trademarks registered to NMMT.
All information on this website is subject to change without notice.
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 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 in this document 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. Information contained in this document attributable to SQM Research must not be used to make an investment decision. The SQM Research rating is valid at the time the report was issued, however it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy is not guaranteed. 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. 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.