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The Balanced Asset 5 Index™ systematically leverages a 60/40 portfolio construction strategy using a selection of BlackRock ETFs. Through the 60% equity ETF exposure, the Index targets consistent returns over time and across market conditions, while the 40% fixed income ETF allocation seeks to moderate the overall risk of the portfolio.

60/40 Portfolio Construction

The conventional 60/40 portfolio seeks to maintain balance whether the market is high or low using a 60% allocation to equities, a 40% allocation to fixed income, and a regular systematic rebalancing program.

Enhanced Construction Through ETFs

By leveraging the 60/40 approach with ETFs, the Balanced Asset 5 Index™ provides transparent, low-cost diversified exposure, and the flexibility to take advantage of market movements with daily liquidity, with a maximum leverage of 150%.