iShares lanserar ny produktserie i Europa

Produktserien Core består av högkvalitativa aktie- och räntefonder med låga kostnader för långsiktiga investerare

Idag introducerar iShares, världens största leverantör av börshandlade fonder (ETF:er), den nya produktserien Core för europeiska investerare. De 14 ETF:er som ingår i serien ger tillgång till några av de mest populära exponeringarna, till ett av Europas lägsta pris.

Bakgrunden till lanseringen är den starka tillväxt som skett på den europeiska ETF-marknaden. Marknaden har haft en årlig tillväxt på 23 procent senaste fem åren samtidigt som investerare har börjat använda sig av ETF:er på nya sätt, och Core-serien är ett sätt att bemöta detta.

Core-serien består av nio aktie-ETF:er, varav en är helt ny vid namn iShares Core MSCI Emerging Markets, och fem ränte-ETF:er. Majoriteten av fonderna existerar sedan tidigare, och flera har nu fått sänkta priser. Alla är fysiskt replikerade, vilket innebär att de köper och äger sina underliggande innehav.

Core-seriens produktinnehåll har utformats för att fungera som byggstenar för långsiktiga positioner i kärnan av investerarnas portföljer. Den är framförallt utformad för att passa europeiska förmedlare och deras kunders behov. Produktserien kan kompletteras med andra iShares ETF:er som uppfyller investerares mer specifika placeringsbehov – exempelvis om man vill nå utdelning under sin pension eller vid mer kortsiktiga investeringar.

En liknande produktserie har tidigare lanserats i USA år 2012 och i Canada år 2014

Rachel Lord, chef för iShares i EMEA kommenterar:

“ETF:er går in i en ny fas i Europa. Marknaden har mognat och användandet blir allt mer utbrett. I början var börshandlade fonder främst ett verktyg som användes av institutioner, men de har nu nått ut till allt fler investerare. Vi har sett ett skifte i hur indexinnehav allt mer utgör kärnan av en portfölj, och investerare och rådgivare använder sig i allt större utsträckning idag av ETF.er för att bygga billiga och diversifierade portföljer för långsiktigt sparande. 

För Core-serien har vi tagit fram de mest populära marknaderna som investerare vill ha exponering mot och sett till att ETF:erna är attraktivt prissatta utan att för den sakens skull tumma på kvaliteten. I takt med att ETF-marknaden utvecklas förändras också våra kunders behov, vilket vi nu bemöter med Core-serien.

Geir Espeskog, chef för iShares i Norden kommenterar:

”Småsparare, förmedlare och de plattformar som de investerar genom kommer att vara de starkaste drivkrafterna för tillväxt på ETF-marknaden. Indexfonder blir i allt större utsträckning en av utgångspunkterna vid diskussioner kring hur man bäst bygger upp en portfölj, och iShares Core-serien ger rådgivare de byggnadsstenar som de behöver för att utforma kostnadseffektiva lösningar för sina kunder.”

iShares europeiska Core-serien består av:

Alla aktiefonder i iShares Core-serie är ackumulerande fonder, vilket innebär att utdelningar från dess innehav automatiskt återinvesteras för att förenkla portföljförvaltningen.

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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.

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.

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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. The German domiciled funds are "undertakings for collective investment in transferable securities" in conformity with the directives within the meaning of the German Law on the investments. These funds are managed by BlackRock Asset Management Deutschland AG which is authorised and regulated by the Bundesanstalt für Finanzdienstleistungsaufsicht. iShares ETF (CH) and iShares ETF II (CH) are umbrella funds established under the Swiss Collective Investment Schemes Act (CISA) of June 23, 2006, as amended, and are divided into sub-funds. The funds are regulated by the Swiss Financial Market Supervisory Authority (“FINMA”).

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"Barclays Capital Inc." and 'Barclays Euro Corporate Bond Index' and 'Barclays Euro Treasury Bond Index' are trademarks of Barclays Bank PLC and have been licensed for use for certain purposes by BlackRock Fund Advisors or its affiliates. iShares® is a registered trademark of BlackRock Fund Advisors or its affiliates.The Underlying Indices are maintained by Barclays Capital. Barclays Capital is not affiliated with the Funds, BFA, State Street, the Distributor or any of their respective affiliates.

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

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[1] New fund names include “Core”.  This becomes effective on 9 June 2014

[2] New Total Expense Ratios (TER) to become effective on 2 June 2014.  New TER for the iShares Core S&P 500 UCITS ETF became effective on 7 April 2014.

[3] New fund names include “Core”.  This becomes effective on June 2014

[4] AMC = Annual Management Charge. iShares Swiss domiciled funds have a variable TER which includes AMC plus variable charges on an annual basis.