BlackRockilta alfa- ja indeksisijoittamisen yhdistävä temaattinen rahasto

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-

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