BlackRock

BlackRockilta alfa- ja indeksisijoittamisen yhdistävä temaattinen rahasto

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BlackRock on tuonut markkinoille useaan eri teemaan sijoittavan BGF Multi-Theme Equity -osakerahaston. Se on ensimmäinen tuote, joka antaa sijoittajille mahdollisuuden hyödyntää BlackRockin temaattisten sijoitustuotteiden koko valikoimaa yhdistämällä indeksi- ja alfa-tuotteet.

BGF Multi-Theme Equity -rahasto tarjoaa sijoittajille mahdollisuuden sijoittaa viiteen BlackRock Investment Instituten tunnistamaan megatrendiin, jotka voivat vaikuttaa maailmantalouden ja yhteiskunnan tulevaisuuteen*. Megatrendejä ovat teknologiset läpimurrot, väestörakenteen kehittyminen ja sosiaaliset muutokset, nopea kaupungistuminen, ilmastonmuutos ja resurssien niukkuus sekä muutokset globaalin talouden voimasuhteissa.

Rahasto sijoittaa aktiivisesti BlackRockin temaattisten alfa- ja indeksituotteiden koko kirjoon. Rahastoon valitaan 6–17 sekä strategista että taktista sijoituskohdetta. Strategisten sijoitusten tavoitteena on hyödyntää viittä megatrendiä pitkällä aikavälillä, kun taas taktisten sijoitusten tavoitteena on hyödyntää markkinasyklejä tarkkailemalla lyhyen aikavälin signaaleja.

Rahasto tarjoaa sijoittajille mahdollisuuden sijoittaa yhtiöihin, joiden kasvunäkymät ovat markkinoita keskimääräistä paremmat ja jotka ovat aliarvostettuja, mutta jotka voivat tuottaa globaaleja osakemarkkinoita paremmin pitkällä aikavälillä.

BGF Multi-Theme Equity -rahastoa hoitavat Chris Ellis Thomas ja Rafael Iborra. He hyödyntävät näkemyksiä BlackRockin globaalista tutkimusverkostosta kuten Thematic Research Investment Groupista (TRIG), joka tunnistaa viiden globaalin megatrendin luomia pitkän aikavälin teemoja.

Elisabeth Sterner, BlackRockin iShares Wealth -liiketoimintojen Pohjoismaiden-johtaja sanoo: “Temaattisen sijoittamisen suosio on kasvanut voimakkaasti viime vuosina. Tähän asti sijoittajat ovat joutuneet valitsemaan alfa- ja indeksituotteiden välillä. Uusi rahasto yhdistää alfa- ja indeksituotteet, jotta megatrendien aikaansaamista muutoksista kiinnostuneet sijoittajat voivat sijoittaa laajasti eri teemoihin yhden rahaston kautta. Rahasto on luonteeltaan pitkän aikavälin rahasto, mutta tuottojen maksimoimiseksi se pystyy hyödyntämään myös lyhyen aikavälin trendejä tarkkailemalla uutisten sävyä ja markkinasignaaleja.”  

BGF Multi-Theme Equity Fund -rahasto on UCITS-rahasto. Rahaston luokitus on yksityissijoittajaluokka (D). Sen juoksevat kulut ovat 80 peruspistettä. 

* BlackRock Investment Institute, toukokuu 2020

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

 

 

For professional clients and qualified investors only

BlackRock launches first alpha & index UCITS Thematic fund

 

12 August 2020, LONDON –BlackRock has launched the BGF Multi-Theme Equity Fund - the first of its kind to offer investors access to the full spectrum of BlackRock’s Thematic platform by combining both index and alpha products.

The BGF Multi-Theme Equity Fund (the Fund) offers exposure to five key megatrends, identified by the BlackRock Investment Institute, considered to be the drivers which  may influence the future of our global economy and society*: technological breakthrough, demographics & social change, rapid urbanisation, climate change & resource scarcity, and emerging global wealth.

The fund will actively allocate across the full spectrum of BlackRock’s thematic alpha and index products, with a portfolio of between 6-17 holdings, and will utilise both strategic and tactical asset allocation.The strategic allocation is designed to deliver long-term exposure to the five megatrends, while the tactical overlay will monitor shorter-term signals, seeking to take advantage of market cycles.  

The fund provides investors exposure to a set of companies with potential to experience above-average earnings growth, which are being underestimated by the market, but which mayoutperform global equity markets over the longer term.

The BGF Multi-Theme Equity Fund will be managed by Chris Ellis Thomas and Rafael Iborra, who will draw on insights from BlackRock’s global network of research including the Thematic Research Investment Group (TRIG), which identifies long-term themes driven by one or more of the five global megatrends.

Evy Hambro, Global Head of Thematic and Sector Based Investing at BlackRock said: “Thematic investing has rapidly grown in popularity in recent years and until now investors have had to choose between an alpha or index product. This fund has been specifically designed to combine both alpha and index so that investors who are attracted to the transformative forces of megatrends can access a broad range of thematics through a single portfolio. Whilst long-term in nature, this fund will also have the ability to capture shorter-term trends by monitoring news sentiment and signals to maximise return potential.”

The BGF Multi-Theme Equity Fund is a UCITS product. The fund will have a retail investor class (D) available at an OCF of 80bps.

* BlackRock Investment Institute, as at May 2020

-END-

About BlackRock 

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of June 30, 2020, the firm managed approximately US$7.32 trillion in assets on behalf of investors worldwide. For additional information on BlackRock, please visit www.blackrock.com/corporate.

This communication is for journalists. It is not for publication. It has been provided for information purposes only and does not constitute a financial promotion, marketing communication or an offer or invitation to anyone to invest in any BlackRock funds and has not been prepared in connection with any such offer. Accordingly, this material does not constitute an offer or solicitation by anyone in any jurisdiction in which such offer or solicitation is not lawful or in which the person making such offer or solicitation is not qualified to do so or to anyone to whom it is unlawful to make such offer or solicitation. It is your responsibility to be aware of the applicable laws and regulations of your country of residence. This information is confidential and was prepared solely for the named recipient. It may not be used or published without the prior consent of BlackRock.

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Risk Warnings

 

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.

Changes in the rates of exchange between currencies may cause the value of investments to diminish or increase. Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially. Levels and basis of taxation may change from time to time.

BGF Multi-Theme Equity Fund Risks

 

Exchange rate risk

The return of your investment may increase or decrease as a result of currency fluctuations.

 

Counterparty Risk

The insolvency of any institutions providing services such as safekeeping of assets or acting as counterparty to derivatives or other instruments, may expose the Fund to financial loss.

 

Important Information

 

This material is for distribution to Professional Clients (as defined by the Financial Conduct Authority or MiFID Rules) only and should not be relied upon by any other persons.

Until 31 December 2020, issued by BlackRock Advisors (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel: +44 (0)20 7743 3000. Registered in England and Wales No. 00796793. For your protection, telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.

From 1 January 2021, in the event the United Kingdom and the European Union do not enter into an arrangement which permits United Kingdom firms to offer and provide financial services into the European Economic Area, the issuer of this material is:

(iii) BlackRock Advisors (UK) Limited for all outside of the European Economic Area; and

(iv) BlackRock (Netherlands) B.V. for in the European Economic Area,

BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20-549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.

BlackRock Global Funds (BGF) is an open-ended investment company established and domiciled in Luxembourg which is available for sale in certain jurisdictions only. BGF is not available for sale in the U.S. or to U.S. persons. Product information concerning BGF should not be published in the U.S. BlackRock Investment Management (UK) Limited is the Principal Distributor of BGF. Subscriptions in BGF are valid only if made on the basis of the current Prospectus, the most recent financial reports and the Key Investor Information Document, which are available on our website. Prospectuses, Key Investor Information Documents and application forms may not be available to investors in certain jurisdictions where the Fund in question has not been authorised.

Austria: For further information, the prospectus, Key Investor Information Document, annual report and semi-annual report can be obtained free of charge in hardcopy form from the Austrian paying agent: Raiffeisen Zentralbank Österreich AG, A-1030 Vienna, Am Stadtpark 9.

Finland: The prospectus (in English language) and KIID (in Finnish language) are available at BlackRock Investment Management (UK) Limited.

Germany: This is a financial promotion. For further information, the prospectus, Key Investor Information Document, annual report and semi-annual report can be obtained free of charge in hardcopy form from the German information centre: BlackRock Investment Management (UK) Limited German Branch, Frankfurt am Main, Bockenheimer Landstraße 2–4, 60306 Frankfurt

am Main.The paying agent in Germany is J.P. Morgan AG, CIB / Investor Services – Trustee & Fiduciary, Taunustor 1 (Taunus Turm), D-60310 Frankfurt am Main.

Norway: The prospectus and KIID are available at BlackRock Investment Management (UK) Limited.

Spain & Portugal: In Spain, BlackRock Global Funds (BGF) is registered with the number 140 in the Comisión Nacional del Mercado de Valores de España (CNMV) and the Prospectus for each registered fund has been registered with the CNMV. In Portugal, certain share classes of certain BGF funds are registered with the Comissão do Mercado de Valores Mobiliários (CMVM) and the Prospectus for each registered fund has been registered with the CMVM.

Sweden: The prospectus and KIID are available at BlackRock Investment Management (UK) Limited, Stockholm branch, Norrlandsgatan 16, 111 43 Stockholm, Sweden. Investors should read the KIID before making an investment decision.

Switzerland: This document is marketing material. This document shall be exclusively made available to, and directed at, qualified investors as defined in the Swiss Collective Investment Schemes Act of 23 June 2006, as amended. The BlackRock Global Funds (BGF) Multi-Theme Equity Fund is domiciled in Luxembourg. BlackRock Asset Management Schweiz AG, Bahnhofstrasse 39, CH-8001 Zurich, is the Swiss Representative and State Street Bank International GmbH, Munich, Zurich Branch, Beethovenstrasse 19, CH-8002 Zurich, the Swiss Paying Agent. The Prospectus, Key Investor Information Document, the Articles of Incorporation, the latest and any previous annual and semi-annual reports are available free of charge from the Swiss Representative. Investors should read the fund specific risks in the Key Investor Information Document and the Prospectus.

The Netherlands:

The risk indicator shown on this document refers to the D share class of the Fund. Higher or lower risk may apply to the other share classes of the Fund.

BlackRock Global Funds ("BGF") is a UCITS (icbe) as defined in section 1:1 Financial Markets Supervision Act (Wet op het financieel toezicht; "FMSA"). BGF and its sub funds are listed in the register as defined in section 1:107 FMSA. Please refer to the Key Investor Information Document (essentiële beleggersinformatie; "EBI") for further information about BGF and its sub-funds. The prospectus and EBI of BGF and its sub funds are available on BlackRock's website www.BlackRock.nl. All financial investments contain a certain risk. The value of the assets managed by BGF and its sub-funds may greatly fluctuate as a result of the investment policy and your initial investment is not guaranteed.

Any research in this document has been procured and may have been acted on by BlackRock for its own purpose. The results of such research are being made available only incidentally. The views expressed do not constitute investment or any other advice and are subject to change. They do not necessarily reflect the views of any company in the BlackRock Group or any part thereof and no assurances are made as to their accuracy.

This document is for information purposes only and does not constitute an offer or invitation to anyone to invest in any BlackRock funds and has not been prepared in connection with any such offer.

© 2020 BlackRock, Inc. All Rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, iSHARES, BUILD ON BLACKROCK and SO WHAT DO I DO WITH MY MONEY are registered and unregistered trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.


 
 

Avainsanat

Yhteyshenkilöt

Lisätietoja ja Elisabeth Sternerin haastattelupyynnöt:
Viestintätoimisto Cocomms
Anna-Mari Tiilikainen, puh. 050 558 0888, anna-mari.tiilikainen(at)cocomms.com

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BlackRock
BlackRockin tarkoituksena on auttaa yhä useampia ihmisiä saavuttamaan taloudellista hyvinvointia. Sijoittajien varainhoitajana ja johtavana teknisten ratkaisujen tarjoajana asiakkaamme kääntyvät puoleemme tehdessään suunnitelmia tärkeimpien tavoitteidensa saavuttamiseksi. BlackRock hallinnoi asiakkaidensa puolesta maailmanlaajuisesti 7 318 miljardin dollarin varoja (30.6.2020). Lisätietoja: www.blackrock.com/corporate  | Twitter: @blackrock | Blogi: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock.

 

 

 

 

 

 

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