Adviser Update

Transact – BlackRock: March 2025

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.

Latest performance

We are pleased to report that most Transact – BlackRock models have achieved top quartile performance against their peer group since inception. Peer group performance is illustrated by all the multi-asset funds in the Investment Association’s Mixed Investment, Volatility Managed and Global Investment sectors. Crucially the models have achieved that performance whilst maintaining risk within its target range. To view the latest performance and the latest performance against peer group, head to the MPS Landing page on Transact: Templates > Transact – BlackRock MPS

Introducing our enhanced MPS Landing Page and Webpage

We’re excited to introduce the updated Transact – BlackRock MPS landing page and webpage, designed to make it easier than ever for you to access key resources and carry out your due diligence. The new MPS landing page is now more intuitive, allowing you to quickly navigate and find essential information, including model portfolio holdings, performance factsheets, marketing materials, due diligence documents, and the latest investment commentaries from BlackRock.

In addition, our streamlined MPS webpage provides even more value, featuring details of our MPS adviser events and a range of client facing investment insights to help you stay informed and engaged. Whether you’re looking for in-depth analysis or high-level insights, everything you need is now at your fingertips.

Stay Informed with our monthly MPS Newsletter

Our monthly MPS newsletter is the perfect way to stay up to date with the latest market developments, portfolio positioning, and key news. Each edition, such as this, provides a concise yet comprehensive market update, along with insights into how our portfolios are positioned in response to the latest trends.

Get in touch

If you’d like to receive our regular newsletter, performance updates and market commentaries, as well as details of our forthcoming investment webinars, just drop us an email.

If you would like to discuss this or any aspect of the service, please contact:
Ben Roberts (Transact MPS Manager)
Mobile: 07717 846574,
Email broberts@integrafin.co.uk,
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