Kohdennettua sijoittamista uusien iShares ETF-tuotteiden avulla
Uudet ETF-tuotteet keskittyvät kehittyvien markkinoiden kasvavaan kuluttajakysyntään sekä hyviin osingonmaksajiin Yhdysvalloissa.
BlackRock julkaisee kaksi uutta iShares ETF-tuotetta, jotka on listattu Lontoon pörssiin. Toinen pyrkii hyödyntämään kehittyvien markkinoiden keskiluokan kasvavaa kysyntää ja toinen sijoittaa normaalia parempia osinkoja maksaviin yhdysvaltalaisiin yrityksiin.
”Sijoittajat valittavat jatkuvasti kohdennettujenkin rahastojen sijoittavan liian laaja-alaisesti. ETF-tuotteilla sijoittajat voivat helposti ja kustannustehokkaasti sijoittaa joko laajaan tai tarkasti rajattuun joukkoon sijoituskohteita.
Sijoittajat ovat yhä kiinnostuneempia kehittyvistä markkinoista ja niiden kasvavasta kuluttajakysynnästä. Samalla eurooppalaiset sijoittajat tarvitsevat tuottoisia sijoituksia ja hyviä osinkomaksajia, jollaisia useat Yhdysvaltalaiset yhtiöt ovat”, toteaa iSharesin Pohjoismaiden toiminnoista vastaava johtaja Geir Espeskog.
Alkuperäinen tiedote kokonaisuudessaan alla.
New iShares ETFs answer investor demand for targeted equity exposure
First ETF in Europe to invest solely in emerging markets consumer growth.
Second ETF to be issued and settle in an international central securities depository.
London, 9 June 2014 – BlackRock launches two exchange-traded funds on the London Stock Exchange to provide investors with precise and cost-efficient access to popular equity sectors.
The iShares MSCI Emerging Markets Consumer Growth UCITS ETF aims to capture opportunities arising from evolving spending patterns by emerging market consumers. The fund invests in companies that derive a high or growing proportion of their revenue from this consumer spending. The fund includes developed and emerging market companies in the consumer staples, consumer discretionary healthcare, industrial, information technology and Telecoms sectors. The fund complements the new iShares Core MSCI Emerging Markets IMI UCITS ETF launched last week.
The iShares MSCI USA Dividend IQ UCITS ETF invests in US companies that target higher-than-average dividend yields. Securities are screened according to their earnings quality and to ensure that the dividends they pay are both sustainable and persistent over time. The fund aims to provide European investors with access to high quality income streams.
Geir Espeskog, Head of iShares in the Nordics commented: “Investors are increasingly complementing their broad equity allocations with targeted funds that track specific sectors and themes. ETFs are an ideal way to achieve this investment mix as they provide quick and easy access to niche, as well as broad, exposures in a cost efficient manner.
“We’re starting to see a shift in sentiment towards emerging markets and the growing consumption of the middle classes is creating a compelling investment opportunity. Equally UK and European investors continue to need income-generating assets, and the high-quality dividends being issued by many US companies can offer a solid source of diversified income.”
A new settlement structure
The iShares MSCI USA Dividend IQ UCITS ETF will be the second iShares fund to be issued and settle in an international central securities depository provided by Euroclear Bank. This pioneering partnership between iShares and Euroclear Bank seeks to facilitate growth in the European ETF market by simplifying the issuance structure, and post-trade environment, of European ETFs. By using a single European settlement location, it is expected this new international ETF structure will improve trading liquidity, ease cross-border ETF processing and significantly lower transaction costs for investors. The iShares MSCI USA Dividend IQ UCITS ETF will be cross-listed on BATS Chi-X today.
Leland Clemons, Head of iShares EMEA Capital Markets commented: “Market infrastructure improvements are imperative to support the rapid growth of the ETF industry and we hope to see this structure adopted by providers across Europe to continue to drive the ETF market evolution.”
Both exchange-traded funds (ETFs) are physically replicating funds that purchase and hold the underlying securities. The iShares MSCI Emerging Markets Consumer Growth UCITS ETF has a total expense ratio (TER) of 0.60% and the iShares MSCI USA Dividend IQ UCITS ETF has a TER of 0.35%.
BlackRock is a leader in investment management, risk management and advisory services for institutional and retail clients worldwide. At March 31, 2014, BlackRock’s AUM was $4.401 trillion. BlackRock helps clients meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. Headquartered in New York City, as of March 31, 2014, the firm had approximately 11,500 employees in more than 30 countries and a major presence in key global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company’s website at www.blackrock.com.
iShares is the global product leader in exchange traded funds with over 600 funds globally across equities, fixed income and commodities, which trade on 20 exchanges worldwide. The iShares Funds are bought and sold like common stocks on securities exchanges. The iShares Funds are attractive to many individual and institutional investors and financial intermediaries because of their relative low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account. The iShares customer base consists of the institutional segment of pension plans and fund managers, as well as the retail segment of financial advisors and high net worth individuals.
BlackRock Advisors (UK) Limited, which is authorised and regulated by the Financial Conduct Authority ('FCA'), having its registered office at 12 Throgmorton Avenue, London, EC2N 2DL, England, Tel +44 (0)20 7743 3000, has issued this document for access by Professional Clients only and no other person should rely upon the information contained within it. For your protection, calls are usually recorded. iShares plc, iShares II plc, iShares III plc, iShares IV plc, iShares V plc, iShares VI plc and iShares VII plc (together 'the Companies') are open-ended investment companies with variable capital having segregated liability between their funds organised under the laws of Ireland and authorised by the Central Bank of Ireland.
For investors in Finland
The funds mentioned are registered for public distribution in Finland and are authorised by the Finanssivalvonta (Fiva), the Financial Supervisory Authority (FIN-FSA), in Finland. Any decision to invest must be based solely on the information contained in the Company’s Prospectus, Key Investor Information Document and the latest half-yearly report and unaudited accounts and/or annual report and audited accounts. Investors should read the fund specific risks in the Key Investor Information Document and the Company’s Prospectus. This document is strictly confidential and may not be distributed without authorisation from BlackRock Advisors (UK) Limited.
This document is not, and under no circumstances is to be construed as an advertisement or any other step in furtherance of a public offering of shares in the United States or Canada. This document is not aimed at persons who are resident in the United States, Canada or any province or territory thereof, where the companies/securities are not authorised or registered for distribution and where no prospectus has been filed with any securities commission or regulatory authority. The companies/securities may not be acquired or owned by, or acquired with the assets of, an ERISA Plan.
Investment in the products mentioned in this document may not be suitable for all investors. Past performance is not a guide to future performance and should not be the sole factor of consideration when selecting a product. The price of the investments may go up or down and the investor may not get back the amount invested. Your income is not fixed and may fluctuate. The value of investments involving exposure to foreign currencies can be affected by exchange rate movements. We remind you that the levels and bases of, and reliefs from, taxation can change.
BlackRock has not considered the suitability of this investment against your individual needs and risk tolerance. The data displayed provides summary information, investment should be made on the basis of the relevant Prospectus which is available from the manager.
In respect of the products mentioned this document is intended for information purposes only and does not constitute investment advice or an offer to sell or a solicitation of an offer to buy the securities described within. This document may not be distributed without authorisation from BlackRock Advisors (UK) Limited.
iShares funds are not sponsored, endorsed, or promoted by MSCI, and MSCI bears no liability with respect to any such funds or any index on which such funds are based. The Prospectus contains a more detailed description of the limited relationship that MSCI has with BlackRock Advisors (UK) Limited and any related funds.
© 2014 BlackRock, Inc. All Rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, ALADDIN, iSHARES, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, and BUILT FOR THESE TIMES are registered and unregistered trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.