Latest peer group performance
We're pleased to report that all models continue to perform well against the respective peer group. 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 30/05/2026. 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.
Quarterly Insights Webinar
FCA Targeted Support: What Advisers Need to Know
Date: Tuesday 21 July, 2026
Time: 11:00 – 11:45 BST
The FCA's proposed Targeted Support framework could create new opportunities for firms to engage a wider range of clients without providing personalised advice.
Whilst the IFA community has broadly been sceptical about the opportunities that Targeted Support can bring their businesses, join us for our latest webinar where Muirinn O'Neill, Director of Government Affairs and Public Policy at BlackRock, will discuss the reforms, what they could mean for advisers and where the FCA draws the line between guidance and advice.
We'll also hear from Hugo Thompson, Lead UK Investment Strategist at BlackRock, who will provide a review of Q2 market developments, portfolio performance and the latest positioning across the Transact BlackRock MPS range.
Unstructured CPD accreditation will be available to all attendees.
Thank you for joining our Retirement Strategies Lunches
We have recently completed our Spring and Summer Retirement Strategies Lunch series and would like to thank all the advisers who attended.
The events were extremely well supported and provided a valuable opportunity to discuss the opportunities and challenges firms face as more clients move into retirement. It was great to welcome so many advisers and hear how firms are developing their retirement propositions to support changing client needs.
Key discussion topics included:
• Building a robust Centralised Retirement Proposition (CRP)
• Managing sequencing risk and volatility in retirement
• Using cashflow modelling to support sustainable retirement income strategies
• Tax-efficient withdrawal planning across pensions, ISAs and other wrappers
• Creating repeatable retirement advice processes while maintaining individual client suitability
If you were unable to attend or would like to discuss any of these topics in more detail, please get in touch.
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:
Latest news and market commentaries
To receive BlackRock’s latest perspectives and positioning, sign up to our monthly newsletter and market commentary by emailing a request to TransactMPS@integrafin.co.uk and we will add you to the distribution list.
You can access the latest investment reports, literature and commentaries via our dedicated landing page on Transact. Head to: Transact > Templates > Transact – BlackRock MPS.
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