AOR ISSUER
The BlackRock-advised Funds operates as an actively managed fund of funds, primarily investing in Underlying Funds that mirror various asset classes, such as large- or mid-capitalization U.S. or non-U.S. equity, the aggregate bond market, and the U.S. Treasury bond market. Utilizing the S&P Target Risk Growth Index as its benchmark, the fund aims to provide moderate capital appreciation alongside opportunities for current income and capital preservation. As of July 31, 2023, its allocation consisted of approximately 61.84% in equity-focused Underlying Funds, 37.98% in bond-focused Underlying Funds, and the remainder in money market instruments. Notably, the fund is managed by BlackRock Financial Management, which employs an indexing approach, foregoing attempts to outperform the underlying index. Instead, it employs representative sampling, investing in a subset of securities with similar characteristics to the index constituents, aiming for lower costs and improved after-tax performance. Additionally, the fund may concentrate investments in line with the industry concentration of its underlying index, while also utilizing derivatives and securities not included in the index to track its performance closely.
AOR DIVIDEND
AOR Dividend is an investment vehicle that seeks to provide investors with regular income streams through dividends while also aiming for long-term capital appreciation. Managed by skilled professionals, the fund strategically allocates its assets across a diversified portfolio of dividend-paying stocks, bonds, and other income-generating securities. By leveraging a balanced approach, AOR Dividend endeavors to mitigate risks associated with market fluctuations while maximizing potential returns. With a focus on delivering consistent dividend yields, the fund caters to investors seeking both income and growth opportunities in their investment portfolios.
AOR TRACKING
AOR Tracking is a meticulously designed investment solution tailored for investors looking to closely mirror the performance of a specific market index. Managed by seasoned professionals, the fund utilizes a passive tracking strategy, aiming to replicate the returns of its designated benchmark with precision. By investing in a diversified portfolio of securities that closely resemble the constituents of the target index, AOR Tracking aims to provide investors with returns that closely match the market's performance. Through meticulous tracking methodologies and efficient portfolio management techniques, the fund seeks to minimize tracking error and deliver reliable performance aligned with the chosen benchmark. AOR Tracking caters to investors seeking an easy and cost-effective way to gain exposure to specific market segments while maintaining transparency and consistency in their investment approach
AOR CORRELATION
AOR Correlation serves as a valuable tool for investors seeking to manage their portfolio's risk exposure by analyzing the correlation between different asset classes. This innovative investment solution is managed by skilled professionals and is designed to provide insights into the relationship between various market segments, helping investors diversify effectively. By assessing the historical correlation patterns between asset classes such as stocks, bonds, commodities, and real estate, AOR Correlation empowers investors to construct well-balanced portfolios that are resilient to market volatility. Through comprehensive research and advanced statistical analysis, the fund aims to identify opportunities to optimize portfolio diversification and minimize the impact of market fluctuations on overall returns. AOR Correlation caters to investors looking to enhance their risk management strategies and achieve more stable and predictable investment outcomes.
AOR SECTOR
AOR Sector is a specialized investment vehicle designed to provide investors with targeted exposure to specific sectors or industries within the market. Managed by seasoned professionals, the fund offers a strategic approach to sector investing, allowing investors to capitalize on opportunities within their preferred sectors while managing risks effectively. By focusing on individual sectors such as technology, healthcare, consumer goods, or energy, AOR Sector aims to capture potential growth and capitalize on sector-specific trends. Through careful research and analysis, the fund identifies promising sectors poised for outperformance, enabling investors to tailor their portfolios to align with their investment objectives and market outlook. Whether seeking sector-specific growth or seeking to diversify across various industries, AOR Sector provides investors with a specialized tool to navigate the complexities of sector investing and potentially enhance their investment returns.
AOR EXPOSURE
AOR Exposure offers investors a comprehensive approach to portfolio diversification by providing exposure to a wide range of asset classes and investment strategies. Managed by seasoned professionals, the fund aims to optimize risk-adjusted returns by allocating across equities, fixed income, alternative investments, and cash equivalents. By blending various asset classes with different risk profiles, AOR Exposure seeks to mitigate volatility and enhance portfolio stability while pursuing long-term growth. With a focus on dynamic asset allocation and risk management, the fund adapts to changing market conditions to capitalize on opportunities and protect against downside risks. AOR Exposure caters to investors seeking a well-rounded investment solution that balances growth potential with risk mitigation across multiple asset classes and investment strategies.
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