BlackRock iSharesin valikoimaan neljä uutta yhdysvaltalaisiin osakkeisiin sijoittavaa faktori-ETF:ää

Niin sanottu älybeeta ja faktorisijoittaminen ovat voimakkaassa kasvussa Euroopassa – näihin rahastoihin on jo sijoitettu yli 30 miljardia dollaria.[1]

iSharesin EMEA-alueen myyntijohtaja Manuela Sperandeo sanoo: 

”Markkinoiden ja poliittisen ilmapiirin epävakaus sekä matalat tuotot ovat saaneet sijoittajat kaipaamaan kokonaisvaltaista työkalua sijoitussalkkujensa riskin hajauttamiseen. Näillä rahastoilla sijoittajat voivat ilmaista entistä tarkemmin näkemyksiään globaaleista osakemarkkinoista.” 

Lue lisää ETF:stä iSharesin sivustolta tai katso 3-minuutin introvideo täällä: https://www.youtube.com/watch?v=etQ-iJ3pT00 

Alkuperäinen lehdistötiedote kokonaisuudessaan alla. Mikäli käännöksessä on eroja alkuperäiseen tiedotteeseen, alkuperäinen tiedote pätee. 

*Momentum merkitsee liikettä, jolla on suunta ylös tai alas. Vahvassa nousutrendissä olevien osakkeiden momentum merkitsee sitä, että osakkeet jatkavat nousuaan, ja toisaalta laskevien osakkeiden odotetaan jatkavan laskuaan.

 

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BlackRock expands factor ETF range with the launch of four US equity funds

 

London, 17 October 2016 – BlackRock has expanded its range of iShares factor ETFswith the launch of four US equity-focused funds, offering investors more flexibility to express their views on the market outlook.

‘Factors’ refer to the broad, persistent drivers of risk and return that underlie smart beta strategies. Factor investing can help investors pursue specific outcomes, such as reducing risk or outperforming the market.

Using these new funds, investors can tilt their portfolios to the areas of the US equity market they believe will outperform.

 

Fund	Aim	Why invest?
iShares Edge MSCI USA Value Factor UCITS ETF	Exposure to undervalued stocks based on their fundamentals.	In anticipation that over the long run a portfolio focused on undervalued stocks will perform better than the wider market.
iShares Edge MSCI USA Size Factor UCITS ETF	Exposure to smaller capitalisation companies within the MSCI USA investment universe	Expectation that over the long run a portfolio of smaller company stocks will get rewarded for the additional risk versus the broad market.
iShares Edge MSCI USA Momentum Factor UCITS ETF	Exposure to stocks that exhibit the strongest risk-adjusted performance over the last 6 and 12 months	Expectation that the price trend of these stocks will continue to outperform relative to the wider market.
iShares Edge MSCI USA Quality Factor UCITS ETF	Offer access to companies with strong balance sheets and stable earnings	In anticipation that strong balance sheet companies will exhibit lower risk and perform better in the longer-term relative to the wider market.

 

The European factor and smart beta fund industry has now surpassed $30bn in assets.[2] With the addition of these newly-launched ETFs, the iShares European-domiciled equity range contains 31 funds, across dividend strategies, minimum volatility, single and multi-factor exposures, with $13.2bn in assets under management. [3]

Manuela Sperandeo, Head of iShares EMEA Specialist Sales at BlackRock, commented: “Faced with growing political uncertainty, market volatility and low yields, investors tell us that they want a comprehensive set of tools with which to diversify risk in their portfolios.

“Different factors tend to perform in different market environments, and these four funds complement our European equity and global equity factor range allowing investors to express their views on the major global developed equity markets.”

The funds are physically-replicating, meaning they buy the securities of the index, and each has a total expense ratio of 0.20%.

To learn more about how ETFs work,visit the education sectionof the iShares website or watch this 3-minute intro to ETFs: https://www.youtube.com/watch?v=etQ-iJ3pT00 

 

About BlackRock
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. At June 30, 2016, BlackRock’s AUM was $4.890 trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares^® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions^®. As of June 30, 2016, the firm had approximately 12,700 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company’s website at www.blackrock.com

About iShares
iShares^® is a global leader in exchange-traded funds (ETFs), with more than a decade of expertise and commitment to individual and institutional investors of all sizes. With over 700 funds globally across multiple asset classes and strategies and more than $1 trillion in assets under management as of June 30, 2016, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm.^1
1 Based on $4.890 trillion in AUM as of 6/30/16.

Regulatory Information

BlackRock Advisors (UK) Limited, which is authorised and regulated by the Financial Conduct Authority ('FCA'), having its registered office at 12 Throgmorton Avenue, London, EC2N 2DL, England, Tel +44 (0)20 7743 3000, has issued this document for access by Professional Clients only and no other person should rely upon the information contained within it. For your protection, calls are usually recorded. iShares plc, iShares II plc, iShares III plc, iShares IV plc, iShares V plc, iShares VI plc and iShares VII plc (together 'the Companies') are open-ended investment companies with variable capital having segregated liability between their funds organised under the laws of Ireland and authorised by the Central Bank of Ireland.

[1] Source: BlackRock Business Intelligence, as at 30 September 2016

[2] Source: BlackRock Business Intelligence, as at 30 September 2016

[3] Source: BlackRock Business Intelligence, as at 30 September 2016

For investors in Finland

The funds mentioned are registered for public distribution in Finland and are authorised by the Finanssivalvonta (Fiva), the Financial Supervisory Authority (FIN-FSA), in Finland. Any decision to invest must be based solely on the information contained in the Company’s Prospectus, Key Investor Information Document and the latest half-yearly report and unaudited accounts and/or annual report and audited accounts. Investors should read the fund specific risks in the Key Investor Information Document and the Company’s Prospectus. This document is strictly confidential and may not be distributed without authorisation from BlackRock Advisors (UK) Limited.