At each index rebalance, all investments qualifying as sustainable are assessed against certain minimum environmental and social indicators. As part of the assessment, companies are assessed on their involvement in activities deemed to have highly negative environmental and social impacts. Where a company has been identified as being involved in activities with highly negative environmental and social impacts, it shall not be eligible as a sustainable investment.
The ITR metric is calculated by looking at the current emissions intensity of companies within the fund’s portfolio as well as the potential for those companies to reduce its emissions over time. If emissions in the global economy followed the same trend as the emissions of companies within the fund’s portfolio, global temperatures would ultimately rise within this band. Performance is shown on a Net Asset Value (NAV) basis, with gross income reinvested where applicable.
Asset Class
Past performance is not a reliable indicator of future results and should not be the sole factor of consideration when selecting a product or strategy. Neither party should be liable to the other for any loss or damage which may be suffered by the other party due to any cause beyond the first party’s reasonable control including without limitation any power failure. This does not constitute an offer or solicitation to sell shares in any of the funds referred to on this website, by anyone in any jurisdiction in which such offer, solicitation or distribution would be unlawful, 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. If you are uncertain as to whether you can both be classified as a professional client under the Markets in Financial Instruments Directive and classed as a qualified investor under the Prospectus Directive then you should seek independent advice.
This and other information can be found in the Funds’ prospectuses or, if available, the summary prospectuses which may be obtained by visiting the iShares ETF and BlackRock Mutual Fund prospectus pages. At BlackRock, securities lending is a core investment management function with dedicated trading, research and technology capabilities. The lending programme is designed to deliver superior absolute returns to clients, whilst maintaining a low risk profile. Funds participating in securities lending retain 62.5% of the income, while BlackRock receives 37.5% of the income and covers all the operational costs resulting from securities lending transactions.
BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund’s market value exposure to the listed Business Involvement areas above. With more than twenty years of experience, iShares continues to drive progress for the financial industry. The content of this website is general in nature and is meant to inform investors, potential investors and their professional intermediaries of the existence of, and potential benefits of investing in, iShares products. However, this website is not intended to provide specific investment advice including, without limitation, investment, financial, legal, accounting or tax advice, or to make any recommendations (personal recommendations or otherwise) about the suitability of iShares products for the circumstances of any particular investor. If you do require investment advice, please contact an independent broker or financial adviser.
For more information regarding a fund’s investment strategy, please see the fund’s prospectus. The metrics are not indicative of how or whether ESG factors will be integrated into a fund. Unless otherwise stated in fund documentation and included within a fund’s investment objective, the metrics do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. Specifically, the securities of the iShares products domiciled in Ireland, Germany Switzerland and Luxembourg have not been, and will not be registered under the Securities Act of 1933 of the USA (the “1933 Act”) or the securities laws of any of the states of the United States.
- Therefore, each iShares fund’s return may be expected to fluctuate in response to changes in such capital appreciation or income.
- Since 1999, we’ve been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals.
- Where required by local country-level regulations, funds may state explicit data coverage levels.
- Due to current challenges in the data landscape, while BlackRock relies on material amount of estimated data across our investible universe, the levels of which may vary from data set to data set, we seek to ensure that use of estimates is in line with regulatory guidance and that we have necessary documentation and transparency from data providers on their methodologies.
- The securities issued by iShares Physical Metals plc are limited recourse obligations which are payable solely out of the underlying secured property.
You should take appropriate advice as to any securities, taxation or other legislation affecting you personally prior to investing. When making an investment in an iShares product, you are buying securities issued by a company that will be listed on one or more stock exchanges. Such price will not necessarily be the same as the value per security dowmarkets of that iShares product’s assets. However, because of the exchange traded structure, it is expected that a significant discount or premium of price to asset value will not be sustainable over the long term. IShares products may not be suitable for all investors and BlackRock does not guarantee the performance of the iShares products.
Sustainability Characteristics should not be considered solely or in isolation, but instead are one type of information that investors may wish to consider when assessing a fund. Tax levels, the tax status of the iShares products, the taxation of investors and any tax reliefs may change from time to time. The availability and value of any tax reliefs available to investors depend on the individual circumstances of investors. Any tax-related information in this website is not exhaustive and does not constitute legal or tax advice.
iShares Global Clean Energy UCITS ETF GBP
The value and price of securities (which may trade in limited markets) of the iShares products and the income from them may fall as well as rise and an investor may not recover the full amount invested. Where an investor invests in an iShares product denominated in a currency other than that of the country in which the investor is resident, the return to the investor may increase or decrease as a result of currency fluctuations. This Fund seeks to achieve the environmental and social characteristics it promotes by tracking the performance of the S&P Global Clean Energy Index, its Benchmark Index, which incorporates cmc markets review the index provider’s ESG selection criteria. Additionally, BlackRock, actively participates in any relevant provider consultations regarding proposed changes to methodologies as it pertains to third party data sets or index methodologies and submits comprehensive feedback and recommendations to data provider technical teams. BlackRock often has ongoing engagement with ESG data providers including index providers to keep abreast of industry developments. Any ESG rating or analyses applied by the index provider will apply only to the derivatives relating to individual issuers used by the Fund.
This website is for your personal and internal use and is not to be used for any commercial purposes (whether or not for profit) unless and to the extent you are a financial adviser seeking information about iShares products for review a girl’s guide to personal finance your clients. IShares Physical ETCs are exchange traded commodities and are neither fund nor exchange traded funds. The iShares Physical ETCs are series of secured metal-linked securities issued in the form of debt securities.
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Users of this website must ensure that they are legally permitted to log on to this website in the country where they do so. Users are also responsible for ensuring that their declarations regarding their countries of residence, domicile and/or incorporation when accessing this website are accurate. In order to offer scalable solutions to investors across different asset classes and investment styles, BlackRock has developed a set of exclusionary screens, “BlackRock EMEA Baseline Screens”, that seeks to address a majority of our clients’ requests for exclusions. BlackRock continues to work with a broad range of market participants to improve data quality. Fixed income securities
• Where a fund invests in a use-of-proceeds bond, such use-of-proceed bond will be a Sustainable Investment where the use of proceeds substantially contributes to an Environmental and/or Social Objective as determined by fundamental assessment.
Data
The Fund seeks to invest in a portfolio of securities that as far as possible and practicable consists of the component securities of the Benchmark Index. It is expected that at least 80% of the Fund’s assets will be invested in securities comprising the Benchmark Index. The Fund does not currently commit to investing more than 0% of its assets in sustainable investments with an environmental objective aligned with the EU Taxonomy. The Fund does not currently commit to invest in fossil gas and/or nuclear energy related activities that comply with the EU Taxonomy. BlackRock strives to capture as much reported data from companies via 3rd party data providers as practicable, however, industry standards around disclosure frameworks are still evolving, particularly with respect to forward looking indicators.
Renewables funds see record outflows as rising rates, costs hit shares
BlackRock applies a comprehensive due diligence process to evaluate provider offerings with highly targeted methodology reviews and coverage assessments based on the sustainable investment strategy (and the environmental and social characteristics or sustainable investment objective) of the product. Our process entails both qualitative and quantitative analysis to assess the suitability of data products in line with regulatory standards as applicable. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. MSCI has established an information barrier between equity index research and certain Information.
Discrete Performance
Neither FTSE nor its licensors nor Borsa Italiana sponsor, endorse or promote the iShares FTSE MIB UCITS ETF (Acc) and iShares FTSE MIB UCITS ETF (Inc) and are not in any way connected to it and do not accept any liability in relation to its issue, operation and trading. BlackRock Advisors (UK) Limited has obtained full licence from FTSE to use such copyright in the creation of this product. IShares (Lux) is an undertaking for collective investment in transferable securities in the form of a common fund (“fonds commun de placement”) subject to Part I of the Law of 17 December 2010 on undertakings for collective investment in Luxembourg and is regulated by the Commission de Surveillance du Secteur Financier. The contents of this website, including text, graphics, links and/or other items, have been prepared based upon sources, materials, and systems believed to be reliable and accurate, and are provided to you on an “as is” and “as available” basis.
Companies categorised in accordance with the index methodology as having a “maximum”, “significant” or “moderate” clean energy exposure scores may be included in the Benchmark Index. The Benchmark Index targets a constituent count of 100, although more than 100 stocks can be included where all such stocks have a maximum clean energy exposure score. Where there are fewer than 100 stocks with a maximum clean energy exposure score, stocks with significant and moderate clean energy exposure scores may be included until the target number of 100 constituents has been reached.