Blackrock® Diversified Income Portfolio

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

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Potential growth through an actively managed account

  

Opportunity for income generation via access to a broad range of income-producing investments

  

A strategy that seeks to minimize volatility by focusing on risk management

Types of investments

Primarily exchange-traded funds (ETFs),1 diversified among commonly used (e.g., stocks and bonds) and lesser-known (e.g., REITS and bank loans) income sources

 

Investment strategy

Looks to generate investment income by investing in traditional and nontraditional sources of income, while carefully balancing the trade-offs between risk and income

 

Minimum investment

$200,000

 

Annual advisory fee

0.55%–1.10%

(Cap varies based on total assets invested2)



Blackrock Diversified Income Portfolio

Learn more about the Blackrock Diversified Income Portfolio (2:50)

Strategic Advisers, Inc., a Fidelity Investments company, and BlackRock Investment Management, LLC will work together to provide comprehensive investment services for this strategy.


BlackRock's Multi-Asset Strategies (MAS) group has an extensive track record of building innovative portfolios and is responsible for actively constructing and monitoring the model portfolio.


  • More than 330 multi-asset specialists help build the model portfolios3
  • More than $190 billion in assets, with $20 billion specifically in multi-asset income-oriented portfolio strategies3
  • More than 25 years’ experience in risk management strategies3

Strategic Advisers will oversee BlackRock activities to help ensure your portfolio meets the agreed upon investment guidelines to deliver an appropriate diversified income portfolio for your needs.

FAQs: BlackRock® Diversified Income Portfolio

  • 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?

    BlackRock Investment Management LLC is a leading investment firm with a comprehensive range of products and services across asset classes, geographies, and investment strategies. They will serve as the portfolio strategist for your account and develop a model portfolio4 to help meet your goals.

    Strategic Advisers, Inc. will be the investment advisor for the account and may select investments that differ from Blackrock's model portfolio. Additionally, they will oversee BlackRock activities to help ensure your portfoliomeets the agreed upon investment guidelines to deliver a diversified income portfolio for your needs.

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

    Your account will comprise primarily exchange-traded funds (ETFs), but may contain other investment vehicles such as mutual funds.1 Diversification 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 $200,000. 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 0.55% to 1.10% based on account balance.2

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Call an investment professional at 800-544-1766