Blackrock® Diversified Income Portfolio


This strategy is designed to help you generate income while managing risk.


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Potential growth through active management

  

Invests in a broad range of income-producing securities

  

Seeks to minimize volatility by focusing on risk management

Types of investments

Primarily exchange-traded funds (ETFs) and mutual funds, diversified among traditional (e.g., stocks and bonds) and non-traditional (e.g., REITS and bank loans) income sources.

 

Investment strategy

The BlackRock Diversified Income Portfolio seeks to generate income by investing in a broad range of asset classes. This opportunistic approach may be appropriate for investors looking for income and growth potential while managing volatility.

 

Minimum investment

$50,0001

 

Annual advisory fee

0.50%–1.50%2

(varies based on total assets invested)

  • How can this strategy help me meet my goals?

    Our professionally managed account is designed to help meet the challenges of generating income using a broad range of investments that offer diversification and liquidity.

  • Who manages my money?

    Fidelity Personal and Workplace Advisors LLC (FPWA) has engaged its affiliate, Strategic Advisers LLC (Strategic Advisers) to provide discretionary portfolio management for accounts invested in the BlackRock Diversified Income Portfolio. In providing active management of this portfolio, Strategic Advisers has formed a strategic alliance with another industry leader, BlackRock Investment Management, LLC, the model provider. Strategic Advisers is the portfolio manager for BlackRock Diversified Income Portfolio accounts and implements trades for the accounts based on the model portfolio of investments it receives from BlackRock Portfolio program accounts. Strategic Advisers may select investments for an account that differ from BlackRock's model.

  • What kind of investments can I expect in my account?

    Your account will invest primarily in ETFs and mutual funds. Diversification will be will be sought among common income sources like stocks and bonds, and lesser-known assets such as bank loans and real estate investment trusts (REITs).

  • How are the investments chosen for my account?

    BlackRock's investment team will research and identify ETFs and mutual funds that provide exposure to a mix of income-producing investments across asset classes and sectors around the globe. The BlackRock team focuses on selecting securities offering diversification and income potential for an appropriate amount of risk. Strategic Advisers may select investments that differ from BlackRock's model portfolio, but may also implement BlackRock's model portfolio without change, subject to any reasonable investment restrictions you may impose.

  • Can I choose my own investments?

    Our experienced investment professionals will select investments for you by conducting thorough research and due diligence. You will have some of the best investment minds in the business overseeing and monitoring your investments throughout the year to help ensure you're on track to meet your goals.

  • Can I add funds to my account?

    Yes, you can add funds at any time.

  • Can I withdraw funds from my account?

    Yes, there are several ways to access your funds, including scheduled withdrawals.

  • What is the account minimum?

    The minimum funding amount is $50,000.1 Accounts can be funded with a check, bank wire, an exchange purchase from an existing Fidelity account, or a transfer of eligible assets from an account at another institution.

  • How much does it cost?

    Advisory fees range from 0.50% to 1.50% based on account balance.2

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