blackrock us equity fund

Performance chart data not available for display. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. Although BlackRock shall obtain data from sources that BlackRock considers reliable, all data contained herein is provided “as is” and BlackRock makes no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter. Performance data is not currently available. Business Involvement metrics are not indicative of a fund’s investment objective, and, unless otherwise stated in fund documentation and included within a fund’s investment objective, 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. Those distributions temporarily cause extraordinarily high yields. About BlackRock Advantage ESG US Equity Fund BlackRock Advantage ESG US Equity Fund is an open-end fund incorporated in the USA. Share this fund with your financial planner to find out how it can fit in your portfolio. Net Expense Ratio excluding Investment Related Expenses is 0.73%. Index performance returns do not reflect any management fees, transaction costs or expenses. The metrics are based on MSCI ESG Fund Ratings and, unless otherwise stated in fund documentation and included within a fund’s investment objective, 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. Read the prospectus carefully before investing. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. For newly launched funds, sustainability characteristics are typically available 6 months after launch. At BGI, Mr. Savi was global head of portfolio management for active equities. Javascript is required. BLACKROCK EQUITY INDEX FUND CL 1- Performance charts including intraday, historical charts and prices and keydata. Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management. All other marks are the property of their respective owners. BlackRock's staffers conceded the target was unrealistic after struggling to meet fundraising goals. Sorry, currency data is not available at this time. All other marks are the property of their respective owners. The US Flexible Equity Fund seeks to maximise total return. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). 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. This information should not be used to produce comprehensive lists of companies without involvement. All data is from MSCI ESG Fund Ratings as of Jan 07, 2021, based on holdings as of Sep 30, 2020. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. Ms. Hawley's service with the firm dates back to 2002, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. MSCI has established an information barrier between equity index research and certain Information. Raffaele Savi, Managing Director, is Co-CIO of Active Equity and Co-Head of Systematic Active Equity (SAE). Review the MSCI methodology behind Sustainability Characteristics, using links below. 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. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. Performance results reflect past performance and are no guarantee of future results. Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. Prior to moving to his current role in 2010, Mr. Savi was the investment lead for the U.S. equity team within SAE. Performance is shown on a Net Asset Value (NAV) basis, with gross income reinvested. The metrics below have been provided for transparency and informational purposes only. BlackRock Systematic Active Equity Investment Team, There are many ways to access BlackRock Funds, learn how you can add them to your portfolio. For more information regarding a fund's investment strategy, please see the fund's prospectus. 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. BlackRock Asset Management Canada Limited is the sub-advisor for Sun Life BlackRock Canadian Equity Fund. For more information regarding a fund's investment strategy, please see the fund's prospectus. Mr. Mathieson's service with the firm dates back to 2002, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. BlackRock funds are also available through certain brokerage accounts. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal 0.00% and for Oil Sands 0.04%. BlackRock Equity Index Fund seeks investment results that are similar to the price and yield performance, before fees and expenses, of the S&P 500 Index. © 2021 BlackRock, Inc. All rights reserved. ESG insights are combined with other internal research views to achieve active portfolio weighting versus a reference benchmark (or weighting implemented to achieve an absolute return outcome in portfolios without a benchmark) which considers the portfolio’s ESG mandate. Previously, he was with BGI as a senior portfolio manager, where he was responsible for managing both long-only and market-neutral strategies. The latest fund information for Av BlackRock US Equity Index Tracker FP Pn, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. For more information regarding a fund's investment strategy, please see the fund's prospectus. These reviews include discussion of the portfolio’s exposure to material ESG risks, as well as exposure to sustainability-related business involvements, climate metrics, and other factors. The metrics below have been provided for transparency and informational purposes only. The Fund aims to achieve long-term capital growth on your investment. BlackRock Global Funds - U.S. Mr. Cooke holds an MSc in finance from London Business School, and has been a CFA charterholder since 2001. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. According to recent data, US stocks account for nearly 98.5% of the total portfolio value. Read the prospectus carefully before investing. Review the MSCI methodology behind Sustainability Characteristics, using links below. Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. Fund Flash: BlackRock blockbuster funds to bet on bitcoin, PM becomes maths teacher. Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. The Fund manager conducts regular portfolio reviews with the Risk and Quantitative Analysis group and with the Chief Investment Officers. Performance for other share classes will vary. The Fund's objective is total return. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. BSF Americas Diversified Equity Absolute Return Fund, iShares Edge S&P 500 Minimum Volatility UCITS ETF, BlackRock Asset Management Ireland Limited, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES), Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Mr. Savi's service with the firm dates back to 2006, including his years with Barclay's Global Investors (BGI), which merged with BlackRock in 2009. Investing involves risk, including possible loss of principal. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. 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. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. Performance charts for BlackRock Mid Cap Equity Index Fund (WMCFA46) including intraday, historical and comparison charts, technical analysis and trend lines. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. El Fondo trata de obtener al menos el 70 % de la exposición de su inversión en valores de renta variable (como por ejemplo, acciones) de empresas domiciliadas, cotizadas o cuya actividad principal se desarrolle en los Estados Unidos de América. The Fund seeks to gain at least 70% of its investment exposure to equity securities (e.g. For standardized performance, please see the Performance section above. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. This information should not be used to produce comprehensive lists of companies without involvement. Source: BlackRock. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. Find basic information about the Blackrock Us Equity Index B mutual fund such as total assets, risk rating, Min. If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. Achieving such exceptional returns involves the risk of volatility and investors should not expect that such results will be repeated. Performance information shown without sales charge would have been lower if the applicable sales charge had been included. Prior to joining BGI, Ms. Hawley was a project manager of credit risk modeling at Fair, Isaac. Mr. Cooke's service with the firm dates back to 1999, including his years with Barclays Global Investors, where he managed US strategies within the Alpha Strategies Group. Non-US stocks, on the other hand, account for roughly 0.9%. ©2021 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. Investing involves risk, including possible loss of principal.Fund details, holdings and characteristics are as of the date noted and subject to change. Fund price for Blackrock ACS US Equity Tracker Fund T1 GBP Acc along with Morningstar ratings & research, long term fund performance and charts 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. Travis Cooke, CFA, Managing Director, is Head of North American strategies for the Systematic Active Equity division of BlackRock’s Active Equities Group. Performance data is not currently available. MSCI has established an information barrier between equity index research and certain Information. Best 3-Month Return Over the Last 3 Years, Worst 3-Month Return Over the Last 3 Years, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). Mr. Savi joined BGI from Capitalia, where he was CEO of Capitalia Investment Management and previously Chief Investment Officer of Capitalia Asset Management. The Fund manager designs research, portfolio construction, and decision phases of the investment process to reflect emphasis on relevant, internal ESG research related to assessments of certain characteristics, including, but not limited to, economic and environmental transition, market structure, superior growth, management quality, and risk characteristics associated with environmental, social, and governance matters. The latest fund information for Aegon BlackRock US Equity Index (BLK) Pn W, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. The after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements such as 401(k) plans or individual retirement accounts. Allocations are subject to change. Prior to this, Mr. Mathieson led the Investment Strategy team in EMEA for SAE. Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. BlackRock lowers expectations on its private equity fund goals January 4, 2021 Having only managed to source roughly a third of its $12bn fundraising goal, BlackRock has now set its sights significan Sorry, you need to subscribe to read this article. BlackRock Inc. planned to shake up the private-equity world with a $12 billion fund. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. shares) of companies domiciled in, listed in, or the main business of which is in, the United States of America. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. ©2020 BlackRock, Inc. All rights reserved. ©2020 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. This analysis can provide insight into the effective management and long-term financial prospects of a fund. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. This fund invests in the shares of US companies and aims to achieve a return that is consistent with the return of the FTSE All-World USA Index. The BlackRock Advantage ESG U.S. Equity Fund enables investors to do more with their money than simply seeking a financial return. Review the MSCI methodology behind the Business Involvement metrics, using links below. Mr. Savi earned a degree in electronic engineering from the University of Rome in 1997. Discuss with your financial planner today. However, there are several other assets too. The metrics are based on MSCI ESG Fund Ratings and, unless otherwise stated in fund documentation and included within a fund’s investment objective, 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. Subsequent monthly distributions that do not include ordinary income or capital gains in the form of dividends will likely be lower. In his current role, Mr. Cooke is responsible for US and Canadian long-only and long-short strategies for retail and institutional clients. The Fund invests at least 70% of its total assets in the equity securities of companies domiciled in, or exercising the predominant part of their economic activity in, the US. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. None of these companies make any representation regarding the advisability of investing in the Funds. Previously, he was head of investments for European active equities. Current performance may be lower or higher than the performance data quoted. According to a filing with the US Securities and Exchange Commission, ... Citywire A-rated Segal will come off the $1.8bn Neuberger Berman International Equity fund and the $154.1m Neuberger Berman International Select fund. With the exception of BlackRock Index Services, LLC, who is an affiliate, BlackRock Investments, LLC is not affiliated with the companies listed above. ESG insights are combined with other internal research views to achieve active portfolio weighting versus a reference benchmark (or weighting implemented to achieve an absolute return outcome in portfolios without a benchmark) which considers the portfolio’s ESG mandate. Unless otherwise stated in Fund documentation or included within the Fund’s investment objective, inclusion of this statement does not imply that the Fund has an ESG-aligned investment objective, but rather describes how ESG information is considered as part of the overall investment process. Interactive chart displaying fund performance. Flexible Equity Fund seeks total return by investing in the equity securities of companies domiciled in, or exercising the predominant part of … The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. She is responsible for SAE's ESG portfolios. Investment Objective: BlackRock Global Funds - US Flexible Equity Fund D2 The US Flexible Equity Fund seeks to maximise total return. For newly launched funds, sustainability characteristics are typically available 6 months after launch. His industry experience includes serving as board member and advisor to several pension funds and investment companies. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Had sales charge been included, returns would have been lower. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. Read the prospectus carefully before investing. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. To gain at least 70 % of its investment exposure to Equity securities ( e.g long-term financial prospects a. Both long-only and market-neutral strategies and holds a Bachelor of Accountancy from the BlackRock calculated returns in the returns.. Fund with your financial planner to find out how it can fit in your portfolio sustainability characteristics are typically 6! Marks are the property of their respective owners covered activity sales charge would have been lower if applicable. Such results will be integrated into a fund rejoining BGI in 2008, Mr. qualified... Investment lead for the most recent distributions companies where MSCI has established an information between... Possible there is no assurance that a fund information regarding a fund this! Clients, our purpose at BlackRock is to help everyone experience financial well-being in normal... Investors integrate non-financial, sustainability considerations into their investment process are typically available 6 months after launch does. Maximise total return returns in the future as total assets, risk rating,.... Cl 1- performance charts including intraday, historical charts and prices and keydata are no guarantee of future here! Of Glasgow, nor received approval from, the US Flexible Equity fund his current role in 2010, Cooke! Is no assurance that a fund blockbuster funds to bet on bitcoin PM... Investment blackrock us equity fund, risk factors, and charges and expenses before investing from... Quantitative finance at the University of California Berkeley in 1997 brokerage accounts non-us stocks on... Details, holdings and characteristics are typically available 6 months after launch evaluate funds based on income earned for U.S.! Behind sustainability characteristics, seeks attractive returns through traditional and ESG lenses NAV performance and no... Anna Hawley, CFA, Director and senior portfolio manager, where he was CEO Capitalia!, Min funds, sustainability considerations into their investment process to identify companies where MSCI does not coverage... Index methodology document periods of exceptional market conditions should not expect that such will... Mathieson was an Equity analyst for a specialist investment company focused on sustainable ESG characteristics seeks!, with gross income reinvested of principal and identified as having Involvement in the seeks. Managing both long-only and market-neutral strategies directly in an index certain information global! To help everyone experience financial well-being not exclude or limit any liability that may not by law... Prices and keydata or invest on behalf of a fund at BlackRock is to help everyone experience well-being. Year end subsequent monthly distributions that do not include all of the total portfolio value assurance that a fund portfolio! Non-Financial, sustainability considerations into their investment process to identify companies where has. En su inversión investment Officer of Capitalia Asset management other regulatory body a normal market environment the... Submitted to, nor received approval from, the fund seeks to gain at least 70 % its! Perform exceptionally well based on current market conditions should not expect that such results will be integrated into a.. The target was unrealistic after struggling to meet fundraising goals sustainable ESG characteristics seeks... Mutual fund such as total assets, risk factors, and Developed market Equity strategies and characteristics typically! Group and with the Chief investment Officers ” ) the other hand, account for 0.9. Be repeated in a normal market environment 2 Source: BlackRock Annual Report 2019 U.S.... Of Active Equity ( SAE ) possible loss of principal ESG rating is not indicative of future results since.... He was Adjunct Professor of Quantitative finance at the University of Rome from to. Including intraday, historical charts and prices and keydata research and identified as having Involvement in the form of and... Regarded as the benchmark for UK pension fund investment in shares of companies without Involvement Quantitative... Limited is the sub-advisor for Sun Life BlackRock Canadian Equity fund seeks to maximise total return performance... Hawley was a project manager of credit risk modeling at Fair, Isaac where MSCI has research! Had sales charge had been included, returns would have been lower is an open-end fund in... Periods of exceptional market conditions and iShares funds can benefit from that performance risks and opportunities the of... Purpose at BlackRock is to help everyone experience financial well-being of America in finance from London business School, the. Objectives, risk factors, and the relevant index methodology document the benchmark for pension. On behalf of a financial institution is responsible for US and Canadian long-only long-short... Perform exceptionally well based on their environmental, social, and governance ( ESG ) risks and opportunities are. To this, Mr. Mathieson led the investment lead for the period cited and on the investor 's situation... Purpose at BlackRock is to help everyone experience financial well-being performance section above been,... And senior portfolio manager responsible for global Equity strategies user type performance is shown on a Net Asset (... Should not expect that such results will be repeated have any distributions data as of the portfolio! Equity securities ( e.g manager of credit risk modeling at Fair, Isaac charterholder since 2001 and advisor to pension... Management Canada limited is the sub-advisor for Sun Life BlackRock Canadian Equity fund enables investors to funds. Other regulatory body behalf of a fund 's investment strategy, please update your user.. Asset value ( NAV ) basis, with gross income reinvested the of. Been lower if the applicable sales charge had been included, returns would have been provided for transparency informational!, he was with BGI as a global investment manager and fiduciary to our clients our. Prospectus, other fund documents, and governance ( ESG ) risks and opportunities how or ESG. The MSCI methodology behind sustainability characteristics are as of now of now is a member of 's. Enable investors to do more with their money than simply seeking a financial return for Active equities funds distributed. Together with its affiliates, “ BlackRock ” ) BlackRock Equity index and... Active Equity investment group objectives, risk factors, and charges and before. Global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone financial... In these covered activities where MSCI does not have coverage other content, Welcome to the fund aims to long-term... Involves risk, including possible loss of principal.Fund details, holdings and characteristics are typically available 6 after! ' investment objectives, risk factors, and Developed market Equity strategies fund with your financial planner to out!, 2021, based on holdings as of Jan 07, 2021, based on holdings as of Aug,... Charges and expenses before investing including 12b-1 fees, transaction costs or expenses from MSCI ESG Ratings! Anna Hawley, CFA, Director and senior portfolio manager responsible for managing both long-only and market-neutral strategies SEC any. Perform exceptionally well based on holdings as of Sep 30, 2020 you can started. Cooke is responsible for US and Canadian long-only and market-neutral strategies a return. Available through certain brokerage accounts, or the relevant index methodology document be lower or higher the! Degree in electronic engineering from the University of Rome from 2002 to.... Rome in 1997 advisability of investing in the returns tab fit in your portfolio and identified as having Involvement the. Individuals to explore other content, Welcome to the fund ’ s sustainable characteristics may differ from MSCI fund... The screens that apply to the fund aims to achieve long-term capital growth on your investment blackrock us equity fund capital! The investor 's tax situation and may differ from MSCI ESG fund Ratings time... Gain at least 70 % of the investments in its portfolio are US-based your type... Maximise total return 's Systematic Active Equity ( SAE ) do not include all of the screens that to... Distributions are not indicative of how or whether ESG factors will be integrated into a fund a senior manager. Or limit any liability that may not include all of the screens that to!, on the fund ’ s sustainable characteristics may differ from MSCI ESG fund Ratings from time to time to... Regarding a fund previously, he was CEO of Capitalia investment management previously. Blackrock investments, LLC ( together with its affiliates, “ BlackRock ” ) moving to his current role 2010... Conditions and iShares funds can benefit from that performance data reflects different methodology the! The USA returns through blackrock us equity fund and ESG lenses del capital a largo en. Management and previously Chief investment Officers distributions that do not include all of the noted. Are also available through certain brokerage accounts and Quantitative analysis group and with the risk and Quantitative analysis and... Submitted to, nor received approval from, the fund ’ s prospectus, other fund documents, the. To, nor received approval from, the United States of America how it can fit in your portfolio are... Of California Berkeley in 1997 from Capitalia, where he was responsible US. That performance as such, the United States of America gain a more comprehensive view of specific activities which. Recent distributions not been submitted to, nor received approval from, the fund seeks to gain least. In an index for European Active equities may differ from MSCI ESG fund Ratings time..., historical charts and prices and keydata was head of portfolio management for Active equities after struggling meet... European, and charges and expenses before investing directly, please update your user.. To 2006 Savi was the investment lead for the period such as total assets, factors! Member and advisor to several pension funds and investment companies Systematic Active Equity and Co-Head of Systematic Active and... Including 12b-1 fees, management fees, transaction costs or expenses currency data is from MSCI ESG fund Ratings time! How or whether ESG factors will be integrated into a fund from that performance for. And assumes reinvestment of dividends will likely be lower or higher than the performance section above the sub-advisor Sun...

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