Euroopan ensimmäinen pörssinoteerattu high yield -joukkolainarahasto nyt rekisteröity Suomessa
Maailman suurimman varainhoitajan BlackRockin pörssinoteerattuja rahastoja tarjoava iShares-yksikkö on rekisteröinyt iShares Global High Yield Bond ETF -rahastonsa Suomessa. Rahasto on ensimmäinen eurooppalainen pörssinoteerattu rahasto, jonka avulla sijoittaja pystyy sijoittamaan globaaleihin high yield -joukkolainoihin. Rahasto aloitti toimintansa marraskuussa 2012.
“Monet eurooppalaiset asiakkaamme haluavat hajauttaa sijoituksiaan paikallisilta joukkolainamarkkinoiltaan. Uuden iShares-rahaston avulla sijoittaja voi sijoittaa globaalisti yhdellä kaupalla ja hajauttaa tavalla, jota on vaikea toteuttaa muuten”, sanoo Geir Espeskog, iSharesin vetäjä Pohjoismaissa.
Alkuperäinen tiedote kokonaisuudessaan alla.
Europe’s first global high yield bond ETF now registered in Finland
25 February 2013, Helsinki – iShares, the exchange traded funds (‘ETF’) platform of BlackRock, Inc. (NYSE: BLK), today announced that the iShares Global High Yield Bond ETF, which was launched in November 2012, is now registered in Finland. The fund is the first European ETF that provides exposure to global high yield bonds. As the search for income continues in the current low yield environment, high yield bonds continue to be of interest to investors willing to take on the extra corporate credit risk offered by sub investment grade issuers. The launch marks the continued expansion of iShares’ European fixed income product range and complements the existing iShares Markit iBoxx Euro High Yield Bond and iShares Markit iBoxx $ High Yield Capped Bond ETFs.
The iShares Global High Yield Bond ETF provides exposure to sub-investment grade bonds issued by corporates, based in developed markets worldwide, in either USD, EUR, GBP or CAD. It tracks the Markit iBoxx Global Developed Markets Liquid High Yield Capped Index, with bonds included in the index rated BB+ or less by at least one of three rating agencies: S&P, Fitch or Moody’s. The fund will hold the constituent bonds physically and will be managed using a sampling technique providing investors with liquid exposure to the performance of the underlying index. To ensure diversification, a cap has been applied so that no single issuer accounts for more than three per cent of the fund.
Geir Espeskog, head of iShares Nordic at BlackRock commented:
“Many of our European clients are looking to diversify away from their local bond markets. This new iShares ETF offers global exposure in one low cost trade giving a diversification that is difficult to achieve elsewhere.
“Fixed income will remain a key focus for iShares in 2013 as we continue to cater to the evolving demands and needs of our clients.”
The fund has a total expense ratio of 50 basis points.
For further information, please contact:
Anna-Mari Tiilikainen
358 (0)9 6689 6925
anna-mari.tiilikainen(at)cocomms.com
Caroline Hancock
44 (0) 207 743 2103
caroline.hancock@blackrock.com
About BlackRock
BlackRock is a leader in investment management, risk management and advisory services for institutional and retail clients worldwide. At December 31, 2012, BlackRock’s AUM was $3.792 trillion. BlackRock offers products that span the risk spectrum to meet clients’ needs, including active, enhanced and index strategies across markets and asset classes. Products are offered in a variety of structures including 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 December 31, 2012, the firm has approximately 10,500 employees in 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.
About iShares
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.
Regulatory Information
BlackRock Advisors (UK) Limited, which is authorised and regulated by the Financial Services Authority ('FSA'), 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. iShares plc, iShares II plc, iShares III plc, iShares IV plc, iShares V plc and iShares VI 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 Financial Regulator.
Restricted Investors
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.
Risk Warnings
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 BlackRock Advisors (UK) Limited.
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.
Index Disclaimers
Markit iBoxx is a registered trade mark of Markit Indices Limited and has been licensed for use by BlackRock Advisors (UK) Limited. Markit Indices Limited does not approve, endorse or recommend BlackRock Advisors (UK) Limited or iShares plc. This product is not sponsored, endorsed or sold by IIC and IIC makes no representation regarding the suitability of investing in this product.
iShares® and BlackRock® are registered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere.
© 2012 BlackRock Advisors (UK) Limited. Registered Company No. 00796793. All rights reserved. Calls may be monitored or recorded.
© 2013 BlackRock, Inc. All Rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, iSHARES, 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.
BlackRock
BlackRock on maailman johtavia sijoitusten ja riskien hallinnan sekä neuvontapalveluiden tarjoajia institutionaalisille ja yksityissijoittajille. BlackRockin hallinnoimat varat olivat 3 792 miljardia dollaria 31.12.2012. Yhtiön tuotteet vastaavat asiakkaiden tarpeisiin: ne kattavat sijoitustuotteiden koko riskiskaalan ja ne hyödyntävät aktiivisia, tehostettuja ja indeksistrategioita kaikilla markkinoilla ja kaikissa omaisuuslajeissa. Tuotteet ovat rakenteeltaan monipuolisia, mm. erillisiä tilejä, sijoitusrahastoja, pörssinoteerattuja iShares®-rahastoja (ETF) ja muita yhteissijoitustuotteita. BlackRock tarjoaa myös riskien hallinnan, neuvonnan ja yritysinvestointijärjestelmäpalveluja laajalle institutionaalisten sijoittajien ryhmälle BlackRock Solutions® -brändillä. BlackRockin pääkonttori on New York Cityssä, ja sillä oli noin 10 500 työntekijää 30 maassa (31.12.2012). Yhtiö on vahvasti läsnä kaikille tärkeimmillä markkinoilla Pohjois- ja Etelä-Amerikka, Eurooppa, Aasia, Australia, Lähi-itä ja Afrikka mukaan lukien. Lisätietoja www.blackrock.com.
iShares
iShares on globaali pörssinoteerattujen ETF-rahastojen markkinajohtaja. Sillä on maailmanlaajuisesti yli 600 osake-, korko- ja raaka-ainerahastoa, joilla käydään kauppaa 20 pörssissä maailmalla. iShares-rahastoja ostetaan ja myydään tavallisten osakkeiden tavoin arvopaperipörsseissä. iShares-rahastot sopivat hyvin monille yksityis- ja institutionaalisille sijoittajille sekä välittäjille, sillä niiden kulut ovat suhteellisen alhaisia, ne ovat verotukseltaan tehokkaita ja niillä voidaan käydä kauppaa joustavasti. Sijoittajat voivat ostaa ja myydä osuuksia minkä tahansa välitysliikkeen, sijoitusneuvonantajan tai verkkovälittäjien kautta sekä säilyttää osuuksiaan kaikenlaisilla arvo-osuustileillä. iShares-asiakaskuntaan kuuluu eläkejärjestelmiä ja rahastoja institutionaaliselta puolelta sekä sijoitusneuvonantajia ja suuren varallisuuden yksityissijoittajia vähittäispuolella.