iShares tuo Euroopan markkinoille ensimmäisen ETF:n, jonka liikkeellelasku ja selvitys on keskitetty kansainvälisesti

Kesäkuussa 2013 julkaistun BlackRockin ja Euroclear Bankin yhteistyön tuloksena iShares tuo tänään markkinoille iShares EURO STOXX 50® ex-Financials UCITS ETF:n. Se on Euroopassa ensimmäinen ETF, jonka liikkeellelasku ja selvitys on keskitetty kansainvälisesti. Perinteisesti sijoittajan on tarvinnut hoitaa ETF-kaupan selvitys paikallisesti, kussakin maassa erikseen. Kansainvälinen liikkeellelasku ja selvitys tehostaa kaupankäyntiä, lisää likviditeettiä ja vähentää kustannuksia. Tämä tukee ETF-markkinoiden kasvua Euroopassa.

iShares EURO STOXX 50® ex-Financials UCITS ETF mahdollistaa sijoittajille pääsyn laajaan valikoimaan euroalueen osakkeita 12 maassa. Rahasto ei sijoita rahoitusalan yrityksiin, kuten pankkeihin ja vakuutuslaitoksiin, millä se pyrkii alempaan volatiliteettiin.

Alkuperäinen tiedote kokonaisuudessaan alla.

iShares launches the iShares EURO STOXX 50® ex-Financials UCITS ETF - Europe’s first ETF with an international security structure

New structure set to transform issuance and settlement of ETFs

London, 16 December 2013 – iShares, the exchange-traded funds (ETF) platform of BlackRock Inc. (NYSE: BLK), today announced the launch of the iShares EURO STOXX 50® ex-Financials UCITS ETF.  The fund, listed on the LSE today, will offer investors access to Eurozone equities whilst stripping out financial exposures (e.g. banks & insurance companies). 

Investor appetite for Europe has surged in recent months and the new fund allows investors access to a broad, but potentially less volatile, Eurozone equity exposure.  This can often form a core building block in portfolios while supporting investors who choose financial focused funds, or single stock exposures, to complement their asset allocation.

This fund will be Europe’s first ETF to come to market with an international security structure. The launch is the result of a partnership between BlackRock and Euroclear Bank, first announced in June 2013. Previously, when an ETF has listed and traded on multiple national exchanges in Europe, it settled in the national central securities depository (CSD) of the exchange where that trade was executed. With an international security structure, however, the ETF trade can settle in a single pan-European location making settlement more efficient.  This single international settlement venue will greatly improve and simplify the post-trade process, supporting efforts to increase liquidity and reduce costs, ultimately resulting in the growth of the European ETF market.

The iShares EURO STOXX 50® ex-Financials UCITS ETF is a physically replicating fund which invests in blue chip stocks from 12 Eurozone countries, while excluding companies from the financial sector, potentially providing investors with a less volatile exposure to Eurozone equities. The fund has a total expense ratio of 20 basis points.

Tom Fekete, Head of Product Development for iShares, EMEA commented: “We are excited to launch this fund using the new international security structure. Eurozone financial stocks are likely to exhibit volatility in 2014 and this ETF provides a building block for investors to express their views by either side-stepping the sector or specifically targeting it by adding other financials-focused funds, or single stocks, to their portfolios.”

Stephan Pouyat, Global Head of International Markets, Euroclear commented: “We’re hugely proud of the results of our work with BlackRock this year. The realisation of this new international ETF asset class marks another step in the development and maturation of the European ETF market. Simplifying the issuance process and providing uniform settlement practices regardless of trading venue, will make it easier for investors to trade these ETFs. This will ultimately improve liquidity in the market, which should have a positive effect on processing costs for the end investor.

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About BlackRock
BlackRock is a leader in investment management, risk management and advisory services for institutional and retail clients worldwide. At September 30, 2013, BlackRock’s AUM was $4.096 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 September 30, 2013, the firm had approximately 11,200 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.

Issued by BlackRock Investment Management (UK) Limited (authorised and regulated by the Financial Conduct Authority). Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Registered in England No. 2020394. Tel: 020 7743 3000. For your protection, telephone calls are usually recorded. BlackRock is a trading name of BlackRock Investment Management (UK) Limited. © 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.

Regulatory Information
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. iShares plc, iShares II plc, iShares III plc, iShares IV plc, iShares V plc, iShares VI plc and iShares VII (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.

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.

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
EURO STOXX 50® ex Financials index is the intellectual property (including registered trademarks) of STOXX Limited and/or of its licensors (“licensors”), and is used under a licence. iShares EURO STOXX 50® ex-Financials UCITS ETF is not sponsored, subscribed, sold or promoted by STOXX and its licensors and none of them bear any liability in this respect.
© 2013 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.

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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. www.iShares.fi

BlackRock
BlackRock on maailman johtavia sijoitusten ja riskien hallinnan sekä neuvontapalveluiden tarjoajia institutionaalisille ja yksityissijoittajille. BlackRockin hallinnoimat varat olivat 4 096 miljardia dollaria 30.9.2013. BlackRock auttaa asiakkaitaan saavuttamaan tavoitteensa ja selviämään haasteista tuotevalikoimansa avulla, johon kuuluu erillisiä tilejä, sijoitusrahastoja, pörssinoteerattuja iShares®-rahastoja ja muita yhteissijoitustuotteita. BlackRock tarjoaa myös riskien hallintaa, neuvontaa ja yritysinvestointijärjestelmäpalveluja laajalle institutionaalisten sijoittajien ryhmälle BlackRock Solutions® -brändillä. BlackRockin pääkonttori on New York Cityssä, ja sillä oli noin 11 200 työntekijää 30 maassa (30.9.2013). Yhtiö on vahvasti läsnä kaikille tärkeimmillä markkinoilla Pohjois- ja Etelä-Amerikka, Eurooppa, Aasia, Australia, Lähi-itä ja Afrikka mukaan lukien. Lisätietoja www.blackrock.com.

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