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. The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted. The Fund seeks to track the performance of an index composed of developed markets ESG screened companies. The funds described in the following pages can be marketed in certain jurisdictions only. It is your responsibility to be aware of the applicable laws and regulations of your country of residence.
On 27th November, 2019, the benchmark changed from MSCI WORLD SRI Select Index to MSCI WORLD SRI Select Reduced Fossil Fuel Index. Gain access to Global markets through companies with outstanding Environmental, Social and Governance ratings and minimal controversies. As a result of money laundering regulations, additional documentation for identification purposes may be required when investing in a fund referred to on this website. Investments can fall and rise and you may get back less than you invested. Get the best value on product protection including fast repairs or replacements. The People Pillar is our evaluation of the SUSW management team’s experience and ability.
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The temperature goal of the Paris Agreement is to limit global warming to well below 2°C above pre-industrial levels, and ideally 1.5 °C, which will help us avoid the most severe impacts of climate change. Sustainability Characteristics provide investors with specific non-traditional metrics. Alongside other metrics and information, these enable investors to evaluate funds on certain environmental, social and governance characteristics. Sustainability Characteristics do not provide an indication of current or future performance nor do they represent the potential risk and reward profile of a fund. They are provided for transparency and for information purposes only.
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As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. This information should not be used to produce comprehensive lists of companies without involvement. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. For newly launched funds, Sustainability Characteristics are typically available 6 months after launch.
This website contains information intended only for financial intermediaries acting as agents on behalf of non-U.S. By accessing the website, you certify that you are a financial intermediary acting as an agent on behalf of a non-U.S. Person, that you are not seeking to purchase an investment product for the account or benefit of a U.S. Person and that you shall only distribute the materials contained in this website to non-U.S.
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. 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 , nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions.
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 https://day-trading.info/ or exclusionary screens will be adopted by a fund. Performance is shown on a Net Asset Value basis, with gross income reinvested where applicable. Performance data is based on the net asset value of the ETF which may not be the same as the market price of the ETF. Individual shareholders may realize returns that are different to the NAV performance.
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The screening applied by the fund’s index provider may include revenue thresholds set by the index provider. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. 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.
We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Verify your identity, personalize the content you receive, or create and administer your account. We’d like to share more about how we work and what drives our day-to-day business. Bloomberg Markets The Close Romaine Bostick breaks down the day’s top stories and trading action leading into the close. The return of your investment may increase or decrease as a result of currency fluctuations if your investment is made in a currency other than that used in the past performance calculation.
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To the extent that data becomes more readily available and more accurate over time, we expect that ITR metric methodologies will evolve and may result in different outputs. This forward-looking metric is calculated based on a model, which is dependent upon multiple assumptions. Importantly, an ITR metric may vary meaningfully across data providers for a variety of reasons due to methodological choices (e.g., differences in time horizons, the scope of emissions included and portfolio aggregation calculations). Climate change is one of the greatest challenges in human history and will have profound implications for investors. To address climate change, many of the world’s major countries have signed the Paris Agreement.
Persons, and in compliance with all applicable laws and regulations of the relevant jurisdiction in which such materials will be distributed. Person” includes, but is not limited to, any natural person resident in the U.S. and any partnership or corporation organized or incorporated under the laws of the U.S. Sign Up NowGet this delivered to your inbox, and more info about our products and services.
Certain sectors and markets perform exceptionally well based on current market conditions and iShares Funds can benefit from that performance. Achieving such exceptional returns involves the risk of volatility and investors should not expect that such results will be repeated. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. 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. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity.
The after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements such as 401 plans or individual retirement accounts. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. 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 MSCI World SRI Select Reduced Fossil Fuels Index is based on the MSCI World Index, its parent index, and includes large and mid-cap securities across 23 Developed Markets countries.
Geographic exposure relates principally to the domicile of the issuers of the securities held in the product, added together and then expressed as a percentage of the product’s total holdings. However, in some instances it can reflect the location where the issuer of the securities carries out much of their business. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. All data is from MSCI ESG Fund Ratings as of Jan 6, 2023, based on holdings as of Oct 31, 2022. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. At present, availability of input data varies across asset classes and markets.
The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. 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.
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. Where data is not available, and / or if data changes, the estimation methods vary, particularly those related to a company’s future emissions. The performance quoted represents past performance gbp currency pairs price list and quotes and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted. The value of investments and the income from them can fall as well as rise and are not guaranteed.
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. For more information regarding a fund’s investment strategy, please see the fund’s prospectus. Because the ITR metric is calculated in part by considering the potential for a company within the fund’s portfolio to reduce its emissions over time, it is forward-looking and prone to limitations. As a result, BlackRock publishes MSCI’s ITR metric for its funds in temperature range bands. The bands help to underscore the underlying uncertainty in the calculations and the variability of the metric.
Share Class and Benchmark performance displayed in EUR, hedged fund benchmark performance is displayed in USD. 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. The information contained on this website is published in good faith but no representation or warranty, express or implied, is made by BlackRock or by any person as to its accuracy or completeness and it should not be relied on as such. BlackRock shall have no liability for any loss or damage arising out of the use or reliance on the information provided including without limitation, any loss of profit or any other damage, direct or consequential.
Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index quotes are real-time. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. Carefully consider the Funds’ investment objectives, risk factors, and charges and expenses before investing.
The index aims to represent the performance of companies that are consistent with specific values and climate change based criteria, as well as exhibit a high minimum level of ESG performance. Constituent selection is based on research provided by MSCI ESG Research. The Index is float-adjusted market capitalization weighted and a 5% capping is applied on issuer weights in the Index.