Performance

See how the BlackRock models on which IG Smart Portfolios are based have performed in comparison to industry-accepted benchmarks. 

Your capital is at risk

The value of investments can fall as well as rise, and you may get back less than you invested. Past performance is no guarantee of future results.

IG Smart Portfolios

IG Smart Portfolios are built using asset-allocation models from BlackRock, and are tailored to suit five distinct risk profiles.

Four of our five recommended risk profiles – conservative, moderate, balanced and growth – have proven performance records, based on the historical performance of established BlackRock models.

The risk-seeking ‘aggressive’ model was recently created by BlackRock exclusively for IG, so does not have a long enough track record to be included.

BlackRock model performance

In the table below you can see the past performance of each BlackRock model (including ETF fees, but not including IG management fees or transaction costs), and compare it to industry-accepted benchmarks.

This is not the past performance of IG Smart Portfolios. This table compares the past performance of the BlackRock asset allocation models used by IG Smart Portfolios against industry-accepted benchmarks – the ARC Private Client Indices. In the table below you can see which BlackRock allocation model each IG Smart Portfolio is based on.

BlackRock model performance is sourced from BlackRock and is based on total returns, in sterling, with income reinvested. It is net of ETF total expense ratios (TER), but gross of transactions costs and management fees. ARC Private Client Indices use the net-of-fees performance from many of the UK’s leading investment managers. For more information, go to www.suggestus.com 

The inception date for the BlackRock models was 15 July 2014. However, ARC produce benchmark data on a monthly basis, meaning the table only displays data from 31 July 2014.

Remember, past performance is not a reliable indicator of future results.