GTAA

Global Tactical ETF Asset Allocation

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About this Strategy

A flexible, one-stop portfolio of ETFs to access tactical asset allocation insights that makes active decisions across asset classes, countries and sectors.

Reasons to Invest

Flexible Active Allocation:
Provides access to an active asset allocation strategy with wide flexibility to shift holdings in response to changes in global economies and market pricing.

Diversified Return Potential:
Designed to provide excess returns against a 50% fixed income / 50% equity benchmark through tactical asset allocation strategies with low correlations to strategic allocations and to each other.

Macro‑Driven Insights:
Leverages BlackRock’s proprietary macro dashboards and sophisticated data techniques to distill true trends in growth, inflation, policy, and market pricing beyond headline numbers.

Key Facts

Inception Date

August 26, 2024

Management Fee ♦

0.54% (F), 0.44% (P)

RSP-Eligible

Yes

Distributions ♦

Paid Annually

Currency Hedged (CAD)

Yes

Effective Investments ^

Bonds, Stocks, Cash Derivatives, Currencies

Risk Rating ♦

Low to Medium

Fund code

IAS120F

Asset Class

Tactical Balanced

Performance

As of:

February 27, 2026

1M

3M

6M

YTD

Since
Inception

Volatility*

2.18%
3.78%
7.61%
3.99%
12.34%
9.04%

*Standard deviation; calculated using daily returns since inception; annualized.

♦ Distributions are not guaranteed. In addition to the Management Fee, there are other costs associated with investing which will reduce returns including an Administration Fee of 0.15%. Investments are subject to a minimum subscription amount. Estimated Risk Rating is based on a consideration of how much this investment fund’s investment strategy (a similar reference index) historical returns have changed from year to year. Source: Independent Advisor Solutions Inc. This rating has not been provided by a third-party firm. This rating can change over time. An investment fund with a low or medium risk rating may decrease in value. For more information about this investment, including specific risks that can affect this investment fund’s returns please speak to your investment advisor and/or read the offering memorandum and/ or other reporting documents before investing. ^Effective investments are held either directly or through an underlying investment fund or ETF. This list is broadly descriptive of this investment’s major holdings but is not exhaustive; may invest in other securities.

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