BlackRock has launched a comprehensive suite of funds seeking to meet the diverse retirement needs of Hong Kong retail investors. The global multi-asset portfolios are exclusively available to HSBC clients in Hong Kong for six months.

The BlackRock Wealth Navigator Funds comprise a package of retirement solutions: the BlackRock Wealth Navigator Growth Fund, the BlackRock Wealth Navigator Growth & Income Fund, and the BlackRock Wealth Navigator Income Fund.

Each fund is built around a distinct risk profile, providing a balance between current income needs and capital growth across every stage of an investor’s retirement planning journey.

“In an era marked by inflation and market volatility, personalized retirement planning has never been more essential,” says Justin Christofel, portfolio manager, multi-asset strategies and solutions, BlackRock.

“Confidence in retirement starts with access to globally diversified portfolios – designed to balance capital growth, income, and risk. Backed by BlackRock’s global research and expertise, the funds combine active and passive strategies across equities, fixed income, and alternatives to deliver a seamless, comprehensive solution tailored to help investors meet their specific investment goals throughout their retirement journey."

Mandy Lui, head of Greater China wealth, BlackRock, says local investors are increasingly seeking tailored solutions that go beyond traditional tools to address the challenges of rising inflation and longer life expectancy. “The funds aim to meet these challenges through a comprehensive approach, serving as a foundational building block for retirement portfolios and helping investors work towards a more financially secured and comfortable future,” she notes.

According to BlackRock, the Growth Fund is targeted at individuals in their early careers, prioritizing wealth accumulation and long-term compounding potential. For those preparing for or approaching retirement, the Growth & Income Fund offers a comprehensive approach emphasizing capital appreciation as well as capital income. Retirees seeking consistent income streams will find the Income Fund aligned with their distribution-phase needs.

The funds are managed by BlackRock multi-asset income investment portfolio managers Justin Christofel and Alex Shingler.