iShares, the exchange traded fund unit of BlackRock, is crafting managed portfolios to help smaller retail investors diversify across a range of asset classes with just one investment.
iShares is readying on a set of four ETFs-of-ETFs tailored for conservative, moderate, moderate growth and growth investment strategies.
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BlackRock Fund Advisors (BFA) will select the holdings.
Each of the managed portfolios will hold funds that track large-capitalization, mid-capitalization and small-capitalization US equity, international developed market and emerging market, short-term US government and corporate debt, long-term US government and corporate debt, or the US aggregate bond market.
BlackRock has filed regulatory documents for the iShares Core Allocation Series, a line of actively managed target-risk ETFs such as the iShares Core Allocation Conservative ETF allocations, which include 20% in equities and 80% in fixed-income.
The iShares Core Allocation Moderate ETF allocations include 40% to equities and 60% to fixed-income, iShares Core Allocation Moderate Growth ETF allocations include 60% to equities and 40% to fixed-income and iShares Core Allocation Growth ETF allocations include 85% to equities and 15% to fixed-income.
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By GlobalDataThe iShares Core family of ETFs now has nearly US$100 billion in assets, or nearly one-sixth of iShares’ US$603 billion in ETF assets under management, according to Melissa Garville, a spokeswoman at iShares.
"The iShares Core Series ETFs are products that investors can use as building blocks for the heart of their portfolios in domestic and international equities and U.S. fixed income," said Garville.
