BlackRock Global Funds (BGF) Future of Transport Fund

SRI Style:

Sustainable Style

SDR Labelling:

Not eligible to use label

Product:

SICAV/Offshore

Fund Region:

Global

Fund Asset Type:

Equity

Launch Date:

04/09/2018

Last Amended:

Dialshifter ():

Fund Size:

£627.68m

(as at: 31/12/2024)

ISIN:

LU1861215629, LU1861215389, LU1917164771, LU2360107242, LU2533727025, LU2360108562, LU2360107325, LU1861215033, LU1861214903, LU1861215546, LU1861219969, LU1861215462, LU1861214812

Sustainable, Responsible
&/or ESG Overview:

Fund manager unwilling to supply fund information 

Primary fund last amended:


Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

Objectives

The Fund aims to maximise the return on your investment through a combination of capital growth and income on the Fund’s assets.

The Fund invests at least 70% of its total assets in the equity securities (e.g. shares) of companies globally whose predominant economic activity comprises the research, development, production and/or distribution of future transport technology.

The Fund will take into account environment, social and governance criteria when selecting investments as disclosed in the prospectus. For further details please refer to the prospectus.

The IA may use financial derivative instruments (FDIs) (i.e. investments the prices of which are based on one or more underlying assets) for investment purposes in order to achieve the investment objective of the Fund, and/or to reduce risk within the Fund’s portfolio, reduce investment costs and generate additional income. The Fund may, via FDIs, generate varying amounts of market leverage (i.e. where the Fund gains market exposure in excess of the value of its assets). Any ESG rating or analysis referenced above will apply only to the underlying securities of FDI’s used by the Fund.

The Fund is actively managed. The IA has discretion to select the Fund's investments and is not constrained by any benchmark in this process. The MSCI All Countries World Index (MSCI ACWI) should be used by investors to compare the performance of the Fund, as further described in the prospectus. The weighted average ESG rating of the Fund will be higher than the ESG rating of the MSCI ACWI after eliminating at least 20% of the least well-rated securities from the index.
 

(Source: PRIIP KID, as at April 2024)

 

 

SDR Labelling:

Not eligible to use label

Fund Name SRI Style SDR Labelling Product Region Asset Type Launch Date Last Amended

BlackRock Global Funds (BGF) Future of Transport Fund

Sustainable Style Not eligible to use label SICAV/Offshore Global Equity 04/09/2018

Fund Size: £627.68m

(as at: 31/12/2024)

ISIN: LU1861215629, LU1861215389, LU1917164771, LU2360107242, LU2533727025, LU2360108562, LU2360107325, LU1861215033, LU1861214903, LU1861215546, LU1861219969, LU1861215462, LU1861214812

Sustainable, Responsible &/or ESG Overview

Fund manager unwilling to supply fund information 

Information received directly from Fund Manager

Please select what you would like to read:

Sustainable, Responsible &/or ESG Policy:

Objectives

The Fund aims to maximise the return on your investment through a combination of capital growth and income on the Fund’s assets.

The Fund invests at least 70% of its total assets in the equity securities (e.g. shares) of companies globally whose predominant economic activity comprises the research, development, production and/or distribution of future transport technology.

The Fund will take into account environment, social and governance criteria when selecting investments as disclosed in the prospectus. For further details please refer to the prospectus.

The IA may use financial derivative instruments (FDIs) (i.e. investments the prices of which are based on one or more underlying assets) for investment purposes in order to achieve the investment objective of the Fund, and/or to reduce risk within the Fund’s portfolio, reduce investment costs and generate additional income. The Fund may, via FDIs, generate varying amounts of market leverage (i.e. where the Fund gains market exposure in excess of the value of its assets). Any ESG rating or analysis referenced above will apply only to the underlying securities of FDI’s used by the Fund.

The Fund is actively managed. The IA has discretion to select the Fund's investments and is not constrained by any benchmark in this process. The MSCI All Countries World Index (MSCI ACWI) should be used by investors to compare the performance of the Fund, as further described in the prospectus. The weighted average ESG rating of the Fund will be higher than the ESG rating of the MSCI ACWI after eliminating at least 20% of the least well-rated securities from the index.
 

(Source: PRIIP KID, as at April 2024)

 

 

SDR Labelling:

Not eligible to use label