iSharesilta Euroopan markkinoille ensimmäiset passiiviset ultralyhyet joukkolaina-ETF-rahastot

BlackRockin pörssilistattujen rahastojen yksikkö iShares tuo Euroopan markkinoille ensimmäiset ultralyhyet joukkolaina-EFT-rahastot. Kahden ultralyhyen rahaston lisäksi iShares lanseeraa kaksi lyhyttä joukkolaina-ETF-rahastoa Lontoon pörssissä.

Uudet tuotteet vastaavat sijoittajien toiveisiin. He haluavat tuotteita, jotka auttavat vähentämään kehittyneiden markkinoiden korkotason mahdollisen nousun aiheuttamaa riskiä. He haluavat myös sijoituskohteita, joista saa käteistä paremman tuoton.

“Kehittyneet taloudet ovat hitaan ja tasaisen kasvun polulla, ja viime vuosien alhaisen korkotason odotetaan lähtevän lopulta nousuun. Nousevat korot vaikuttavan etenkin pitkäkestoisiin joukkolainoihin, joten korkosijoittavat pienentävät riskiään siirtymällä kohti lyhytkestoisempia joukkolainoja”, iSharesin tuotekehityksestä EMEA-alueella vastaava Tom Fekete sanoo.

Alkuperäinen tiedote kokonaisuudessaan alla ja liitteenä.

Lisätietoja:
Viestintätoimisto Cocomms
Anna-Mari Tiilikainen, puh. 050 558 0888, anna-mari.tiilikainen(at)cocomms.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. www.iShares.fi

iShares launches EMEA’s first passive ultrashort bond ETFs

• Four ultrashort and short duration bond ETFs launched as investors look to mitigate risk posed by rising interest rates and put their cash to work

London, 21 October 2013 – iShares, the exchange traded funds (ETF) platform of BlackRock Inc. (NYSE: BLK), today listed two passive ultrashort bond ETFs that are the first of their kind in Europe, the Middle East and Africa (EMEA) as well as two short duration bond ETFs on the London Stock Exchange. The launches come in response to investor demand for products that can help mitigate the risk posed by potential rising developed market interest rates, as well as for exposures that can provide better returns than cash.

The iShares Euro Ultrashort Bond UCITS ETF and iShares $ Ultrashort Bond UCITS ETF are the first passive ETFs of their kind in EMEA and will be based on the recently launched Markit iBoxx Liquid Ultrashort indices. They invest primarily in fixed and floating rate investment grade corporate bonds denominated in euros and US dollars respectively with the fixed rate bonds maturing between zero and one year and floating rate bonds between zero and three years.

The iShares $ Short Duration Corporate Bond UCITS ETF and iShares $ Short Duration High Yield Corporate Bond UCITS ETF invest in investment grade and sub-investment grade US dollar denominated corporate bonds respectively. To be included in the funds, the bonds must be five years or less from maturity, resulting in a typical fund duration of between two and three years.

All four ETFs are physically replicating optimised funds, purchasing and holding the underlying bonds. The total expense ratio for the ultrashort bond ETFs is 0.2% and ranges between 0.2% and 0.45% for the short duration products.

Tom Fekete, Head of Product Development for iShares in EMEA commented:

“Today’s market conditions have created significant demand for short and ultrashort duration strategies. Developed economies are on the long path of slow and steady growth, and it is widely anticipated that the low interest rates of recent years will eventually start to climb.”

“Long dated bonds are particularly impacted by rising interest rates, and fixed income investors are derisking by shifting their emphasis towards shorter duration bonds that are less exposed to changes in these rates. At the same time, investors who have been on the sidelines of the market are looking for ways to increase their returns, and short duration bonds can offer greater yield than some cash investments for those looking to put their cash to work.”

“Short and ultrashort duration bond ETFs provide instant and diversified exposure to bonds that are closer to maturity in a single, transparent and cost-efficient trade. These new funds, combined with our existing interest rate hedged ETFs, give investors a variety of new options to invest in fixed income as we enter a new stage in the global economic recovery.”

Further information on the fund range can be found at www.iShares.fi.

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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 June 30, 2013, BlackRock’s AUM was $3.857 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 June 30, 2013, the firm had approximately 10,700 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. www.iShares.fi

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
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. These products are not sponsored, endorsed or sold by Markit Indices Limited and Markit Indices Limited makes no representation regarding the suitability of investing in these products.

© 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.

Lisätietoja:
Viestintätoimisto Cocomms
Anna-Mari Tiilikainen, puh. 050 558 0888, anna-mari.tiilikainen(at)cocomms.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. www.iShares.fi