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BlackRock Balanced Funds Product Disclosure Statement Dated: 21 May 2009 BlackRock Investment Management (Australia) Limited ABN 13 006 165 975 Australian Financial Services License No 230523 BlackRock
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How to fill out BlackRock Balanced Funds:

01
Start by researching and understanding the BlackRock Balanced Funds. Look into their investment objectives, strategies, and historical performance. This will help you determine if these funds align with your investment goals.
02
Consider your risk tolerance and investment horizon. BlackRock Balanced Funds are designed to provide a balanced approach, combining both stocks and bonds. Determine if this level of risk and potential returns suits your financial needs.
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Evaluate your investment portfolio and determine the appropriate allocation to BlackRock Balanced Funds. Consider factors such as your overall asset allocation, diversification goals, and the targeted asset mix of the funds.
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Open an investment account with a reputable financial institution that offers BlackRock Balanced Funds. You may choose to open an individual or joint account, or consider investing through a retirement account such as an IRA or 401(k).
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Complete the necessary paperwork to establish your account. This typically includes providing personal information, verifying your identity, and agreeing to the terms and conditions of the investment account.
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Fund your account by transferring or depositing the desired amount of money into the account. You can choose to invest a lump sum or set up recurring contributions, depending on your preferences and financial situation.
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Once the funds are available in your account, navigate the investment platform provided by your financial institution. Locate the BlackRock Balanced Funds and select the specific fund(s) you wish to invest in.
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Review the fund's prospectus, which provides detailed information about the fund's investment approach, risks, fees, and past performance. Familiarize yourself with this document to make an informed investment decision.
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Fill out the investment order form, specifying the amount or number of shares you wish to invest in the selected BlackRock Balanced Fund(s).
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Submit the investment order form to finalize your investment in the BlackRock Balanced Funds. Ensure that all required fields are completed accurately, and any necessary signatures or authorizations are provided.

Who needs BlackRock Balanced Funds:

01
Investors looking for a balanced approach to their investments – BlackRock Balanced Funds are designed to provide a mix of stocks and bonds, aiming to balance growth and income potential while managing risk.
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Individuals with a moderate risk tolerance – These funds typically carry a medium level of risk compared to purely equity-focused investments. They may be suitable for individuals who are willing to accept some volatility in exchange for potential long-term returns.
03
Investors seeking diversification – BlackRock Balanced Funds offer a diversified portfolio, combining different asset classes such as stocks and bonds. This diversification can help reduce the impact of a single investment's performance on the overall portfolio.
04
Those looking for professional management – BlackRock is a global investment management firm with a team of experienced professionals overseeing the Balanced Funds. Investors who prefer a hands-off approach may appreciate the expertise provided by such a reputable institution.
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BlackRock Balanced Funds are mutual funds that invest in a mix of stocks, bonds, and other securities to achieve a balance between growth and income.
Investors who hold shares in BlackRock Balanced Funds are required to report their earnings and any capital gains or losses.
To fill out BlackRock Balanced Funds, investors need to report their investment transactions, dividends, and any other income earned from the fund.
The purpose of BlackRock Balanced Funds is to provide investors with a diversified portfolio that can provide both growth and income over time.
Investors must report their investment transactions, dividend income, capital gains or losses, and any fees paid to the fund manager.
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