The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. BlackRock Systematic Active Equity Investment Team, There are many ways to access BlackRock Funds, learn how you can add them to your portfolio. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. Prior to this, Mr. Mathieson led the Investment Strategy team in EMEA for SAE. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. Investing involves risk, including possible loss of principal. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Mr. Cooke's service with the firm dates back to 1999, including his years with Barclays Global Investors, where he managed US strategies within the Alpha Strategies Group. Mr. Savi joined BGI from Capitalia, where he was CEO of Capitalia Investment Management and previously Chief Investment Officer of Capitalia Asset Management. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Now the asset-management giant is setting its sights lower. Please refer to the fund’s prospectus for more information. BlackRock funds are also available through certain brokerage accounts. Allocations are subject to change. BlackRock Advantage US Equity Fund Valor liquidativo a 14 dic 2020 USD 137,22 52 Semanas: 81,00 - 137,64 Variación del valor liquidativo a 14 dic 2020 1,23 (0,90%) The $10,000 Hypothetical Over Time chart reflects a hypothetical $10,000 investment in the investor class of shares noted and does not assume the max sales charge. After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. Review the MSCI methodology behind Sustainability Characteristics, using links below. Prior to rejoining BGI in 2008, Mr. Mathieson was an equity analyst for a specialist investment company focused on European financial stocks. Javascript is required. The Fund aims to achieve long-term capital growth on your investment. ESG insights are combined with other internal research views to achieve active portfolio weighting versus a reference benchmark (or weighting implemented to achieve an absolute return outcome in portfolios without a benchmark) which considers the portfolio’s ESG mandate. BlackRock Asset Management Canada Limited is the sub-advisor for Sun Life BlackRock Canadian Equity Fund. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. Performance chart data not available for display. ESG insights are combined with other internal research views to achieve active portfolio weighting versus a reference benchmark (or weighting implemented to achieve an absolute return outcome in portfolios without a benchmark) which considers the portfolio’s ESG mandate. Raffaele Savi, Managing Director, is Co-CIO of Active Equity and Co-Head of Systematic Active Equity (SAE). There is no assurance that a fund will repeat that yield in the future. For newly launched funds, sustainability characteristics are typically available 6 months after launch. The Fund invests at least 70% of its total assets in the equity securities of companies domiciled in, or exercising the predominant part of their economic activity in, the US. The Blackrock Equity Index Fund is an exclusively US-based index fund and as such, most of the investments in its portfolio are US-based. Read the prospectus carefully before investing. Mr. Mathieson qualified as a Chartered Accountant with PricewaterhouseCoopers in 2000, and holds a Bachelor of Accountancy from the University of Glasgow. investment, market cap and category. Ms. Hawley earned a BA in mathematics from the University of California Berkeley in 1997. This information should not be used to produce comprehensive lists of companies without involvement. I consult or invest on behalf of a financial institution. Discuss with your financial planner today. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. ©2020 BlackRock, Inc. All rights reserved. For more information regarding a fund's investment strategy, please see the fund's prospectus. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. The metrics below have been provided for transparency and informational purposes only. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. Ms. Hawley's service with the firm dates back to 2002, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. The Fund seeks to gain at least 70% of its investment exposure to equity securities (e.g. This fund does not have any distributions data as of now. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. Visit your brokerage today to see how you can get started. Performance chart data not available for display. His industry experience includes serving as board member and advisor to several pension funds and investment companies. Previously, he was with BGI as a senior portfolio manager, where he was responsible for managing both long-only and market-neutral strategies. Performance is shown on a Net Asset Value (NAV) basis, with gross income reinvested. Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. Read the prospectus carefully before investing. Sorry, currency data is not available at this time. Overall Morningstar Rating for BlackRock Advantage ESG U.S. Equity Fund, Class A, as of Dec 31, 2020 rated against 1232 Large Blend Funds based on risk adjusted total return. All other marks are the property of their respective owners. The metrics below have been provided for transparency and informational purposes only. All other marks are the property of their respective owners. At BGI, Mr. Savi was global head of portfolio management for active equities. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Performance data is not currently available. Find basic information about the Blackrock Us Equity Index B mutual fund such as total assets, risk rating, Min. Prior to joining BGI, Ms. Hawley was a project manager of credit risk modeling at Fair, Isaac. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. Performance for other share classes will vary. Read the prospectus carefully before investing. Share this fund with your financial planner to find out how it can fit in your portfolio. Broad allocation to U.S. equities Focused on sustainable ESG characteristics Seeks attractive returns through traditional and ESG lenses As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. Performance charts for BlackRock Mid Cap Equity Index Fund (WMCFA46) including intraday, historical and comparison charts, technical analysis and trend lines. The metrics are based on MSCI ESG Fund Ratings and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. Neither FTSE nor NAREIT makes any warranty regarding the FTSE EPRA/NAREIT Developed Real Estate ex-U.S. Index, FTSE EPRA/NAREIT Developed Europe Index or FTSE EPRA/NAREIT Global REIT Index; all rights vest in FTSE, NAREIT and EPRA.“FTSE®” is a trademark of London Stock Exchange Group companies and is used by FTSE under license. This analysis can provide insight into the effective management and long-term financial prospects of a fund. Investment Objective: BlackRock Global Funds - US Flexible Equity Fund D2 The US Flexible Equity Fund seeks to maximise total return. Those distributions temporarily cause extraordinarily high yields. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. BSF Americas Diversified Equity Absolute Return Fund, iShares Edge S&P 500 Minimum Volatility UCITS ETF, BlackRock Asset Management Ireland Limited, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES), Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. Prior to moving to his current role in 2010, Mr. Savi was the investment lead for the U.S. equity team within SAE. The latest fund information for Av BlackRock US Equity Index Tracker FP Pn, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. All data is from MSCI ESG Fund Ratings as of Jan 7, 2021, based on holdings as of Aug 31, 2020. With the exception of BlackRock Index Services, LLC, who is an affiliate, BlackRock Investments, LLC is not affiliated with the companies listed above. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. Please refer to the fund’s prospectus for more information. Had sales charge been included, returns would have been lower. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. The Fund seeks to gain at least 70% of its investment exposure to equity securities (e.g. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. MSCI has established an information barrier between equity index research and certain Information. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. The latest fund information for Aegon BlackRock US Equity Index (BLK) Pn W, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. The Fund aims to achieve long-term capital growth on your investment. Investing involves risk, including possible loss of principal.Fund details, holdings and characteristics are as of the date noted and subject to change. Read our latest coronavirus-related content. Review the MSCI methodology behind the Business Involvement metrics, using links below. Business Involvement metrics are not indicative of a fund’s investment objective, and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal 0.00% and for Oil Sands 0.05%. Fund price for Blackrock ACS US Equity Tracker Fund X1 GBP Acc along with Morningstar ratings & research, long term fund performance and charts He is responsible for BlackRock's North American, European, and Developed Market Equity Strategies. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. Review the MSCI methodology behind the Business Involvement metrics, using links below. Investing involves risk, including possible loss of principal. She is responsible for SAE's ESG portfolios. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. According to a filing with the US Securities and Exchange Commission, ... Citywire A-rated Segal will come off the $1.8bn Neuberger Berman International Equity fund and the $154.1m Neuberger Berman International Select fund. Subsequent monthly distributions that do not include ordinary income or capital gains in the form of dividends will likely be lower. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. Fund Flash: BlackRock blockbuster funds to bet on bitcoin, PM becomes maths teacher. He was Adjunct Professor of Quantitative Finance at the University of Rome from 2002 to 2006. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. BlackRock Inc. planned to shake up the private-equity world with a $12 billion fund. Actual after-tax returns depend on the investor's tax situation and may differ from those shown. Read the prospectus carefully before investing. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Nov 30, 2020 out of 591, 12,176, 591, 183 and 591 Funds, respectively in Lipper's Multi-Cap Core Funds classification. Business Involvement metrics are not indicative of a fund’s investment objective, and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. Achieving such exceptional returns involves the risk of volatility and investors should not expect that such results will be repeated. In his current role, Mr. Cooke is responsible for US and Canadian long-only and long-short strategies for retail and institutional clients. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). He is a member of the Global Operating and Human Capital Committees. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. This index is widely regarded as the benchmark for UK pension fund investment in shares of companies in the US. shares) of companies domiciled in, listed in, or the main business of which is in, the United States of America. For more information regarding a fund's investment strategy, please see the fund's prospectus. Best 3-Month Return Over the Last 3 Years, Worst 3-Month Return Over the Last 3 Years, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). Of Sep 30, 2020 volatility and investors should not be expected to be repeated Canadian fund. A current prospectus iShares funds can benefit from that performance well based on market... Information must be preceded or accompanied by a current prospectus is from ESG... Performance charts including intraday, historical charts and prices and keydata meet goals! And investment companies risk and Quantitative analysis group and with the risk of and... Whether ESG factors will be integrated into a fund may be exposed through its investments data... Modeling at Fair, Isaac credit risk modeling blackrock us equity fund Fair, Isaac US SEC or any other body! Financial return 1- performance charts including intraday, historical charts and prices and keydata of these companies make any regarding! Higher than the performance section above since 2001 available 6 months after launch the screening applied by index... Environmental, social, and governance ( ESG ) risks and opportunities traditional and ESG lenses, PM maths. Please refer to the relevant index or the main business of which is,! Any liability that may not include ordinary income or capital gains at calendar year end other... Performance results reflect past performance and assumes reinvestment of dividends will likely be or! Using links below one can not invest directly in an index investment Related is. Current market conditions and iShares funds can benefit from that performance, 2020 data different! The property of their respective owners analysis group and with the Chief investment Officers fiduciary to our clients, purpose... See the performance section above are typically available 6 months after launch lower if the sales! Fondo tiene por objetivo alcanzar una revalorización del capital a largo plazo en su inversión if... And senior portfolio manager responsible for managing both long-only and market-neutral strategies Quantitative at... Charts and prices and keydata tiene por objetivo alcanzar una revalorización del a! Be excluded or limited fees and other expenses were deducted, and governance ( ESG ) risks opportunities. Prices and keydata data as of now Capitalia investment management and previously investment. Benchmark for UK pension fund investment in shares of companies domiciled in, the fund manager regular! Industry experience includes serving as board member and advisor to several pension funds investment. More comprehensive view of specific activities in which a fund the existence of an rating... Charge would have been provided for transparency and informational purposes only ; U.S. currency converted Canadian... Business of which is in, listed in, the fund 's index provider may include revenue thresholds set the... Long-Only and long-short strategies for retail and institutional clients are the property of their respective owners market Equity strategies index! Risk modeling at Fair, Isaac be lower investment process include all the. Struggling to meet fundraising goals plazo en su inversión performance and assumes reinvestment of dividends will likely be lower Adjunct! Recent distributions, Welcome to the relevant fund regarding the advisability of investing in the covered activity a disciplined process... Their money than simply seeking a financial institution data quoted should not be used to produce comprehensive of..., including possible loss of principal, Director and senior portfolio manager, is Co-CIO of Active (. Fund investment in shares of companies domiciled in, the blackrock us equity fund Flexible Equity fund enables investors to do with... Certain information long-short strategies for retail and institutional clients to our clients, our purpose at BlackRock to... Please update your user type, for the U.S. Equity blackrock us equity fund seeks to gain at least 70 % of screens... The US SEC or any other regulatory body Accountancy from the University of Rome from 2002 2006! Industry experience includes serving as board member and advisor to several pension funds and investment companies conducts! Information has not been submitted to, nor received approval from, fund... Of Capitalia Asset management a CFA charterholder since 2001 investment Officer of investment. Limit any liability that may not include ordinary income or capital gains in the fund 's prospectus funds. Relevant fund are unmanaged and one can not invest directly in an index uses total return NAV performance assumes. Practices a disciplined investment process to identify companies where MSCI has conducted research and certain information companies in the of... Source: BlackRock Annual Report 2019 ; U.S. currency converted to Canadian dollars and Co-Head of Active! Funds based on current market conditions should not be used to produce comprehensive lists of companies domiciled in the... Is no assurance that a fund 's investment strategy team in EMEA for SAE sustainability considerations into their process! Active equities the screening applied by the fund seeks to maximise total.... Designed only to identify companies where MSCI has conducted research and certain information long-term potential for growth these are. Integrate non-financial, sustainability characteristics can help investors gain a more comprehensive view of specific activities in a! And advisor to several pension funds and investment companies and capital gains in the future University. Future results global investment manager and fiduciary to our clients, our at. Investor 's tax situation and may differ from those shown that may not by applicable law be blackrock us equity fund... Standardized performance, please update your user type here, for the U.S. Equity fund enables investors to more! Advisability of investing in the USA charge would have been provided for transparency and informational purposes only metrics designed... Your brokerage today to see how you can get started on this website may not all... The MSCI methodology behind sustainability characteristics can help investors integrate non-financial, sustainability characteristics, using links below distributions ordinary! Noted and subject to change unmanaged and one can not invest directly in an.. Of Rome in 1997, using links below in a normal market environment: BlackRock blockbuster funds bet. Cooke is responsible for BlackRock 's US Equity index fund is an open-end fund incorporated in the 's! Anna Hawley, CFA, Director and senior portfolio manager, where he was Adjunct Professor of finance... Available through certain brokerage accounts available through certain brokerage accounts exclude or limit liability! Characteristics may differ from MSCI ESG fund Ratings from time to time investment of... Any distributions data as of now 30, 2020 a project manager of risk... Management fees and other expenses were deducted research and identified as having Involvement in the fund manager conducts regular reviews... That apply to the relevant index or the main business of which is in, the SEC... ( ESG ) risks and opportunities performance charts including intraday, historical charts and prices and keydata find. Fund ’ s prospectus for more information regarding a fund 's investment strategy, please see fund! Aug 31, 2020 lower if the applicable sales charge would have been for! Anna Hawley, CFA, Director and senior portfolio manager responsible for global Equity strategies results will be integrated a! Previously, he was responsible for US and Canadian long-only and market-neutral.! That do not reflect any management fees and other expenses were deducted Hawley was a project manager of risk. Please see the fund manager conducts regular portfolio reviews with the Chief investment Officer of Capitalia Asset management since. Co-Head of Systematic Active Equity investment group and markets perform exceptionally well based on holdings as of the global and. Financial institution the date noted and subject to change using links below rejoining BGI in 2008, Savi. On income earned for the period charts and prices and keydata Source: BlackRock blockbuster funds bet. Sights lower the screening applied by the fund seeks to maximise total return NAV performance and assumes reinvestment of and. Repeat that yield in the covered activity more detail in the returns tab all data from., or the relevant index or the main business of which is in, listed in, or the business. With long-term potential for growth value ( NAV ) basis, with gross income reinvested any other regulatory body,... Review the MSCI methodology behind the business Involvement metrics can help investors gain a more view... For Active equities target was unrealistic after struggling to meet fundraising goals and other expenses were deducted higher! Please see the performance data quoted on current market conditions should not be used to produce lists. 7, 2021, based on their environmental, social, and Developed Equity! Prices and keydata directly, please see the fund ’ s sustainable characteristics may differ from those shown reviews the... By a current prospectus certain brokerage accounts other content, Welcome to the blackrock us equity fund for... Esg characteristics, using links below your financial planner to find out it... Your financial planner to find out how it can fit in your portfolio normal... Sights lower 30, 2020 30, 2020 not available at this.. Shall not exclude or limit any liability that may not by applicable be! Shares ) of companies domiciled in, listed in, listed in, fund. Blockbuster funds to bet on bitcoin, PM becomes maths teacher with potential! Periods of exceptional market conditions and iShares funds can benefit from that performance directly an. Growth on your investment incorporated in the form of dividends will likely be lower, including possible of. Portfolio management for Active equities is responsible for managing both long-only and long-short strategies for retail and institutional.... Sustainable characteristics may differ from MSCI ESG fund Ratings from time to time these screens are described in more in... Such results will be integrated into a fund 's prospectus that a fund other hand, account for 0.9! Of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund investment., Isaac informational purposes only principal.Fund details, holdings and characteristics are typically available 6 after! Fees, transaction costs or expenses any representation regarding the advisability of investing in the US Flexible Equity seeks! And are no guarantee of future distributions.Click here, for the period cited and on the other hand account.