BlackRockilta alfa- ja indeksisijoittamisen yhdistävä temaattinen rahasto


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


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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.

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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.


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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.

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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 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.

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

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