Latest peer group performance
We're pleased to report that all models continue to perform well against their peer groups on a risk-adjusted basis, while remaining within their defined risk targets. Importantly, this strong performance has been delivered while keeping portfolios within their intended risk levels, helping advisers remain aligned to client objectives through different market conditions.
The figures shown relate to past performance. Past performance is not a reliable indicator of current or future results. BlackRock, Morningstar as at 30/06/2026. For illustrative purposes only. Performance numbers are in GBP, official net with inception date of the model portfolio range at 6 of September 2022. Peer group performance shows net, total return performance of GBP denominated multi-asset portfolio's available for UK investors, illustrated by the Investment Association's Mixed Investment, Volatility Managed and Global Investment sectors.
MPS reporting support for advisers
Staying close to the detail
Clear, regular investment reporting is a vital part of helping advisers stay close to client portfolios. For the Transact – BlackRock MPS, we have a range of monthly and quarterly materials available to support your conversations, client reviews and ongoing due diligence.
Monthly Factsheets
The Monthly Factsheets provide a client-facing summary for each of the seven model portfolios, covering objectives, risk profile, performance, charges and current holdings. They are designed to give clients a clear snapshot of the model they are invested in, including asset allocation, regional exposure and key investment risks.
Monthly Performance Summary
For a quicker overview across the whole range, the Monthly Performance Summary brings together performance for all seven models in one place. It includes cumulative returns, annualised returns and annual performance, helping advisers review the range consistently and efficiently each month.
Quarterly Investment Summary
The Quarterly Investment Summary provides a deeper view, including market commentary, portfolio positioning, risk, performance review and peer group performance. It is particularly useful for advisers looking to understand how the portfolios have performed, what has driven returns and how the range is positioned.
Rebalance Commentary
When BlackRock rebalance, or make changes to the portfolios, the Rebalance Commentary explains the latest positioning and the rationale for asset allocation changes. The commentary sets out BlackRock’s current themes and views alongside the portfolio changes made during the period.
Monthly MPS Newsletter
Finally, our monthly MPS Newsletter remains a simple way to stay up to date. It includes the latest market commentary, portfolio positioning and performance updates, helping advisers keep informed without having to search for the detail each month. If you’d like to be added to the distribution list please just drop us an email TransactMPS@intgerafin.co.uk.
Autumn Retirement Strategies Lunches
Following the success of the Spring and Summer programme, our Retirement Strategies Lunches will continue throughout the Autumn.
Hosted jointly by Transact and BlackRock, the sessions bring together investment and technical planning expertise to explore retirement investing, cashflow planning and withdrawal strategies in a practical adviser-focused format.
Upcoming locations include:
More information and get in touch
If you have any questions about the service, need help with managing client wrappers linked to BlackRock or need to know where to find the latest marketing support material, please get in touch using our dedicated MPS support mailbox or phone line.
Email: TransactMPS@integrafin.co.uk
Telephone: 020 7603 8025