Transact-BlackRock MPS
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 all but one Transact – BlackRock models have achieved top quartile performance against their peer group since inception. Crucially each of the models has achieved that performance whilst maintaining risk within its target range. You can view the latest performance against peer group below.
The Importance of Staying in Touch
We think open communication and access to timely information are critical when outsourcing your investment proposition to a third-party investment manager. Regular updates ensure you are well-equipped to address client queries, understand portfolio changes, and provide confidence in the investment process. Our comprehensive suite of Transact – BlackRock updates below are designed to give you a clear view of the macroeconomic landscape, current portfolio positioning and performance, helping you stay up to date.
How we keep you informed?
To support you in delivering exceptional client service, we provide the following resources, all of which have been recently updated and are available on Transact Online:
- Quarterly Investment Summary
- Rebalance Commentary
- Quarterly Factsheets
- Monthly Performance Summary
For access to these resources, head to: Transact > Templates > Transact – BlackRock MPS
What other resources are available?
MPS Newsletter
Our Transact – BlackRock MPS newsletter provides a monthly update on the service, keeping you informed on any changes to the service, updates to marketing material and includes a monthly market commentary from BlackRock. If you’d like to receive a copy, please get in touch and we will add you to the distribution list.
You can track key performance and risk metrics on the following third-party research systems.
Please get in touch if there are any other systems, where you would like us to appear.
Quarterly Webinars
Our quarterly webinars offer an excellent opportunity to stay informed about market trends, hear the latest insights from BlackRock, and gain a deeper understanding of portfolio positioning. Additionally, each session features specialised content to provide a broader perspective on key topics.
February Webinar
Join us for our upcoming webinar where BlackRock’s investment team will provide a macro-economic update and share the current positioning of the Transact MPS portfolios. The session will also include a deep dive on the UK Gilt market with Ben Edwards, Head of Sterling Credit at BlackRock.
| Event | Date/Time | Registration link |
|---|---|---|
| Transact – BlackRock MPS: Adviser Webinar | Wednesday 26 February 2025 10.00 AM – 10.45 AM GMT | Register Here |
Why Unlocking Gilts: Understanding the market and opportunities?
So far this year we have seen an increase in borrowing costs across major developed markets, as many governments continue to run large deficits and inflation concerns persist. The UK has seen some of the most pronounced increase in borrowing costs globally, with UK Gilt yields rising to levels last seen in the late 1990s, this has resulted in negative returns from UK Government bonds in January. In our session, Ben Edwards (CFA) will unpick the current economic landscape and how this is impacting Gilts, we will consider the impact on our MPS, the opportunities and how we are positioned.
Get in touch
If you’d like to receive our regular performance updates and market commentaries, as well as details of our forthcoming investment webinars, just drop us an email to sign up to our MPS Newsletter.
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,
Book a meeting | Microsoft Bookings
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3. Transact & MoneyInfo Webinar
4. Bespoke Transfer Arrangement
5. Transact-BlackRock MPS
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