BlackRock® Diversified Income Portfolio
This professionally managed account is designed to help you meet the challenges of generating income while managing for risk. It is composed primarily of exchange-traded funds (ETFs)1 that look for exposure to income opportunities in all market environments.
|Greater income potential||
This portfolio pursues exposure to both commonly used and lesser-known sources of income in order to seek diversification and yield.See how lesser-known income sources may help.
|An active approach to seeking yield||
The investment team has the flexibility to seek attractive income opportunities across all asset classes, sectors, and market environments.See how an active approach to seeking yield may benefit you.
|Focus on risk management||The investment team carefully monitors and manages volatility—to a level of risk that is generally consistent with a portfolio comprised of 50% bonds and 50% stocks2—thereby potentially making ups and downs less extreme.|
|A personal relationship||A dedicated financial consultant and portfolio specialist work together to help ensure your managed account and overall financial needs are met.|
|Description||A portfolio composed primarily of ETFs, but may contain other investment vehicles such as mutual funds.1 The investment team seeks a greater level of income than could otherwise be garnered from exposure to commonly used income sources, while carefully balancing the trade offs between risk and yield.|
|Annual advisory fee||An annual advisory fee will be charged—between 0.55% and 1.10%—and will vary based on total assets invested.|
The alliance between Strategic Advisers, Inc., a Fidelity Investments company and registered investment adviser, and BlackRock Investment Management, LLC, brings two industry-leading investment firms together. Strategic Advisers chose to work with BlackRock for a number of reasons, including its long-standing position as a leading provider of exchange-traded funds.
|Investment strategy||Seeks to generate income with the potential for capital appreciation by investing in commonly used and lesser-known sources of income, while carefully balancing the trade-offs between risk and yield.|
|Investment holdings||Composed primarily of ETFs, but may contain other investment vehicles such as mutual funds.1 The portfolio's investment exposure will be diversified among commonly used (e.g., stocks and bonds) and lesser-known (e.g., REITS and bank loans) sources of income to help minimize volatility and balance risk, return, and income potential.|
How we keep in touch
|Fidelity contacts||A portfolio specialist will be your dedicated contact for all your managed account needs. You may also have access to a financial consultant who will be your contact for all your financial needs across Fidelity.|
|Customized communications||You will also have access to information specific to your account, including monthly statements, quarterly investment reviews, and market insights from Fidelity and BlackRock.|
To open a BlackRock Diversified Income Portfolio with Fidelity, start by telling us your financial needs and goals.