THE TRANSACT–BLACKROCK MPS TURNS THREE
We’re excited to announce the three-year anniversary of our MPS.
Here’s what you can expect over the coming weeks to mark this important milestone:
Now: Third-party research systems:
You can review three-year performance across a range of third-party research systems including FE Analytics and Morningstar.
Now: Three-year peer group performance
Our latest performance analysis – now spanning three years since inception – confirms that the MPS continues to deliver top quartile results relative to its peer group. Crucially, this performance has been achieved while maintaining risk within the defined targets – demonstrating that robust returns need not come at the expense of disciplined risk management.
Capital at risk. The value of investments and the income from them can fall as well as rise and is not guaranteed. Investors may not get back the amount originally invested.
Now: Third-party research systems:
You can review three-year performance across a range of third-party research systems including FE Analytics and Morningstar.
Week comencing 20 October: BlackRock Investment Reports:
Full performance data and the accompanying investment reports will be available on our MPS landing page on Transact from 20 October.
Head to: Templates > Transact – BlackRock MPS to view these alongside our full range of brochures and guides.
23 October (2.30pm – 7.00pm): Adviser Networking Event – Insights for Dynamic Market
Join us as we mark the three-year anniversary of the Transact – BlackRock MPS with an afternoon of reflection, expert analysis, and future-focused debate.
We round the day off with networking drinks and canapés – the ideal opportunity to connect, share ideas, and celebrate the milestone together.
Full details and registration here.
6 November 11.30am: Adviser Webinar –Three years, UK Budget implications and market expectations.
Join us for our upcoming webinar where BlackRock’s investment team will review our three-year performance, provide a macro-economic update and share the current positioning of the MPS.
Full details and registration here.
More information and get in touch
If you’d like to receive our monthly newsletter and BlackRock market commentary – drop us an email and we will add you to the distribution list.
As always, the latest MPS performance data and detailed monthly commentaries are available via our dedicated landing page on Transact. Head to:
Transact > Templates > Transact – BlackRock MPS
If you’d like to discuss any aspect of the Transact – BlackRock MPS please get in touch with Ben Roberts (Transact MPS Manager) via broberts@integrafin.co.uk or on 07717 846574.
1. Introduction
2. Transact Online (TOL) – Recent enhancements
3. LiveChat now supports client & transaction-specific queries
4. Transact covers UPS delivery charges for cheques
5. Transact supports improvements to industry in specie transfer times
6. Succession planning – keep clients involved
7. The Transact–BlackRock MPS turns three
8. Estate planning with a spousal bypass trust (SBT)
9. Covering the IHT liability in a pension
10. Capital Gains Tax – impact of recent changes and possible reforms
11. Interest on cash
12. Transact events 2025