Source: BlackRock. N/A Performance. This analysis can provide insight into the effective management and long-term financial prospects of a fund. Currency. Neither FTSE nor NAREIT makes any warranty regarding the FTSE NAREIT Equity REITS Index, FTSE NAREIT All Residential Capped Index or FTSE NAREIT All Mortgage Capped Index; all rights vest in NAREIT. Fund objective This fund invests in the shares of US companies and aims to achieve a return that is consistent with the return of the FTSE All-World USA Index. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. In Spain, BlackRock Global Index Funds (BGIF) is registered with the number 1239 in the Comisión Nacional del Mercado de Valores de España (CNMV) and the Prospectus for each registered fund has been registered with the CNMV. BlackRock uses a replication indexing strategy to manage the underlying fund by investing in substantially all of the securities of the Index in approximately the same proportions as the Index. DeSpirito's gradual transition to leader, his prior value investing experience, and augmented resources here help the fund merit an Above Average People rating. In addition, the Principal Plus Portfolio and the NextGen Savings Portfolio are available. Investing involves risk, including possible loss of principal. (BTC). The fee is also negotiable and aren't available to individual retirement account . Which type of investor describes you best? BlackRock Equity Index T Asset Class: Stock Category: Large Blend Investment Objective The Fund is an "index fund" that seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of its Underlying Index (defined below). Past performance does not guarantee future results. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. Furthermore, where funds invest in securities markets that are closed for trading at the fund’s valuation point, an additional adjustment may be applied to protect investors from stale pricing and market timing speculation (a so-called fair value adjustment). This fund does not have any distributions data as of now. BlackRock Equity Index Fund CL R WBRERX Price as of: Jan 29, 2021; $505.51 N/A N/A Primary Theme; U.S. Large-Cap Blend Equity; Fund Company; Wilmington Trust, N.A; Share Class ... Share Class. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. The fund invests a large portion of assets which are denominated in other currencies; hence changes in the relevant exchange rate will affect the value of the investment. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. Tel: 020 7743 3000. If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. Find the latest performance data chart, historical data and news for CIT: BlackRock Equity Index Fund Class R (WBRERX) at Nasdaq.com. 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. Knowing your investable assets will help us build and prioritize features that will suit your investment needs. For Investors in the UK. Product information concerning BGIF should not be published in the U.S. Domiciled Country. 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 0.94% and for Oil Sands 1.47%. The Fund is expected to be invested solely in the BlackRock Equity Index Fund F (the “Underlying Fund”), an index collective fund managed by BlackRock Institutional Trust Company, N.A. Non-US stocks, on the other hand, account for roughly 0.9%. Fixed income news, reports, video and more. The latest fund information for Av BlackRock UK Equity Index Tracker FP Pn, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. BlackRock EAFE Equity Index Fund Investing solely in BlackRock EAFE Equity Index Fund (Class R) Managed by BlackRock Investment Management, LLC. Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. Issued by BlackRock Investment Management (UK) Limited (authorised and regulated by the Financial Conduct Authority). This document supplements the Key Investor Information Document (KIID) for South African investors. Investment returns and principal values may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. Learn about LIJKX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. It focuses its investments on companies with market capitalizations over $5 billion. The contents of this form are subject to the MutualFunds.com 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. Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The Fund aims to achieve a return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the MSCI World Index, the Fund’s benchmark index. Visa Inc., Class A 1.2% Total Percentage of Fund 28.0% FUND FACTS as at Sept. 30, 2020 Fund type: U.S. Equity Fund Fund size: $9.4 Million Fund inception date: October 2001 Underlying fund name: BlackRock CDN US Equity Index Class D Underlying fund size: $14,499 Million Underlying fund inception date: January 2000 Number of holdings: 505 Please help us personalize your experience and select the one that best describes you. The funds mentioned in this material have not been registered with the securities regulators of Argentina, Brazil, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus, may not be publicly offered in any such countries, except for Chile where certain BGIF sub-funds have been registered with the Superintendencia de Valores y Seguros for public offering. 10 months ago. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. Domiciled Country. For more information regarding a fund's investment strategy, please see the fund's prospectus. All other data as at 10-Aug-2017. All financial investments involve an element of risk. The Fund aims to provide a return on your investment (net of fees), generated through an increase in the value of the assets held by the Fund and/or income received from those assets by tracking closely the performance of the FTSE All Share Index (“Index”). The Fund is a collective investment trust maintained and managed by BlackRock Institutional Trust Company, N.A. Trade this ETF now through your brokerage. 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. Manager. Retirement news, reports, video and more. United States. All returns assume reinvestment of all dividend and capital gain distributions. 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. BGIF BlackRock World Equity Index Fund Class A2 USD JULY 2017 FACTSHEET Unless otherwise stated, Performance, Portfolio Breakdowns and Net Asset information as at: 31-Jul-2017. Management Team Fund Description. 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. Registered in England No. 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. United States. Investment in some share classes may be also limited to certain types of investors as set out in each fund’s Prospectus. Please contact your financial advisor for more information. 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. 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 Mutual Fund prospectus pages. Blackrock Equity Index Fund: Portfolio Overview . As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. Congratulations on personalizing your experience. Overall Morningstar Rating for iShares World Equity Index Fund (LU), Class A2, as of Jan 31, 2021 rated against 3363 Global Large-Cap Blend Equity Funds. The published Net Asset Value (NAV) of a fund may include such adjustments which have the potential to distort apparent performance and tracking error. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. Investors should read the Key Investor Information Document and Prospectus prior to investing. The Maine NextGen 529 -- Client Direct Series is available through Merrill Edge. N/A. Index performance is shown for illustrative purposes only. Manager. Current performance may be lower or higher than that shown. All other data as at: 16-Jan-2021. The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Barclays, Bloomberg Finance L.P., BlackRock Index Services, LLC, BofA Merrill Lynch, Cohen &s Steers Capital Management, Inc., European Public Real Estate Association ("EPRA®"), FTSE International Limited ("FTSE"), India Index Services & Products Limited, Interactive Data, JPMorgan Chase & Co., Japan Exchange Group, MSCI Inc., Markit Indices Limited, Morningstar, Inc., The NASDAQ OMX Group, Inc., National Association of Real Estate Investment Trusts ("NAREIT"), New York Stock Exchange, Inc., Russell or S&P Dow Jones Indices LLC. 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. All data is from MSCI ESG Fund Ratings as of Jan 7, 2021, based on holdings as of Jul 31, 2020. Privacy Policy. The Fund aims to achieve a return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the MSCI World Index, the Fund’s benchmark index. You can unsubscribe at any time. Fund performance Aegon BlackRock US Equity Index (BLK) ("BTC"). The Funds may be exposed to the following non-exhaustive list of risks, including financial derivative instrument risks, currency risk, counterparty defaults and taxation risk. BLACKROCK GLOBAL INDEX FUNDS iShares World Equity Index Fund (LU) Class A2 USD DECEMBER 2020 FACTSHEET Performance, Portfolio Breakdowns and Net Asset information as at: 31-Dec-2020. Read the prospectus carefully before investing. The BGIF range employs a swing-pricing methodology in order to protect existing investors from the dilution impact of trading costs caused by shareholder activity in the funds. Most of the protections provided by the UK regulatory system, and the compensation under the Financial Services Compensation Scheme, will not be available. Investors should read the Key Investor Information Document and Prospectus prior to investing. Index performance returns do not reflect any management fees, transaction costs or expenses. With the exception of BlackRock Index Services, LLC, who is an affiliate, BlackRock Investments, LLC is not affiliated with the companies listed above. All other data as at 18-Jan-2021. The Fund aims to achieve a return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the MSCI Japan Index, the Fund’s benchmark index. Also known as common trust , they are mutual fund without the SEC regulations so they have no stock symbol or prospectus . Performance chart data not available for display. BlackRock Equity Index Fund CL 6 WBRESX Price as of: Jan 29, 2021; $508.50 N/A N/A Primary Theme; U.S. Large-Cap Blend Equity; Fund Company; Wilmington Trust, N.A; Share Class ... Share Class. BlackRock is a trading name of BlackRock Investment Management (UK) Limited. FUND OVERVIEW BlackRock Global Index Funds (BGIF) is an open ended variable capital investment company established under the laws of the Grand Duchy of Luxembourg which is available for sale in certain jurisdictions only. Ticker Symbol+: WBREKX. USD. Your personalized experience is almost ready. Therefore, the value of your investment and the income from it will vary and your initial investment amount cannot be guaranteed. The fund mainly invests in equity securities that the Sub-Adviser believes are undervalued and therefore represent basic investment value. Performance data is not currently available. This information should not be used to produce comprehensive lists of companies without involvement. The Fund aims to invest as far as possible and practicable in the equity securities that make up the benchmark index. Higher turnover means higher trading fees. This material is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be unlawful under the securities laws of such. The investment manager (IM) may use derivatives (i.e. 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. BlackRock Equity Index - Collective F GP22/662651419 Investment Objective & Strategy The Fund is an "index fund" that seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of a particular index (its "Underlying Index"). BLACKROCK GLOBAL INDEX FUNDS iShares World Equity Index Fund (LU) Class F2 USD DECEMBER 2020 MINIMUM DISCLOSURE DOCUMENT Performance, Portfolio Breakdowns and Net Assets information as at: 31-Dec-2020. Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. Learn from industry thought leaders and expert market participants. Performance is shown on a Net Asset Value (NAV) basis, with gross income reinvested. Portfolio management news, reports, video and more. All other marks are the property of their respective owners. The latest fund information for BlackRock UK Equity D Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Additionally, certain funds are registered for distribution in Portugal. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. Performance data quoted represents past performance and is no guarantee of future results. Actual after-tax returns depend on the investor's tax situation and may differ from those shown. UK Large-Cap Equity: Performance fee. MSCI has established an information barrier between equity index research and certain Information. You cannot invest directly in an index. No securities regulator in any country within Latin America, Spain or Portugal has confirmed the accuracy of any information contained herein. 2020394. The fund seeks to achieve investment results that are similar to the price and yield performance, before fees and expenses, of the S&P 500 Index. Receive email updates about best performers, news, CE accredited webcasts and more. Learn about MDDVX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. None of these companies make any representation regarding the advisability of investing in the Funds. Sub Account Details. Tel: 020 7743 3000. Please refer to the fund’s prospectus for more information. 11 months ago. Certain funds mentioned here are registered for distribution in Spain. BlackRock Equity Index Fund M GP19/615680354 3-Year Risk Rating An annualized measure of a fund's downside volatility over a three-year period. 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. (“BlackRock”); BlackRock serves as trustee and custodian of the Underlying Fund. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. About BlackRock Equity Index Fund BlackRock Equity Index Fund seeks investment results that are similar to the price and yield performance, before fees and expenses, of the S&P 500 Index. Read our latest coronavirus-related content. BGIF is not available for sale in the U.S. or to U.S. persons. The Fund aims to invest as far as possible and practicable in the equity securities that make up the benchmark index. Index returns are for illustrative purposes only. View & analyze the 0P00012B02 fund chart by total assets, risk … This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting the. 25 Tips Every Mutual Fund Investor Should Know, 7 Questions to Ask When Buying a Mutual Fund. Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. BSF Americas Diversified Equity Absolute Return Fund, iShares Edge S&P 500 Minimum Volatility UCITS ETF, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES), Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. The Underlying Fund is an index fund that seeks investment ... Fund provider buy charge (%) 0.00: Morningstar category. Review the MSCI methodology behind the Business Involvement metrics, using links below. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. Subscriptions in BGIF are valid only if made on the basis of the current Prospectus, the most recent financial reports and the Key Investor Information Document, which may not be available to investors in certain jurisdictions where the Fund in question has not been authorised. info ... Fund comparative index: FTSE AllSh TR GBP: Investment Association (IA) sector. Check your email and confirm your subscription to complete your personalized experience. Practice management news, reports, video and more. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. The Fund shall be invested and reinvested in a portfolio of equity securities with the objective of approximating as closely as practicable the capitalization weighted total rate of return of that segment of the U.S. USD. 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. For newly launched funds, sustainability characteristics are typically available 6 months after launch. Important Information No: Fund provider: BlackRock Fund Managers Limited: Share class launch date: 22 Jul 2011: Total fund size. LOW: HIGH: Asset Class/Investment Style 5A International/Global Equity The after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements such as 401(k) plans or individual retirement accounts. Management Team Fund Description. For your protection, telephone calls are usually recorded. The Fund is a collective investment trust maintained and managed by BlackRock Institutional Trust Company, N.A. BlackRock LifePath Index 2020 Fund Q Target Date 2016-2020 0.11% (as of 04/30/2013) BlackRock LifePath Index 2025 Fund Q Target Date 2021-2025 0.11% (as of 04/30/2013) BlackRock LifePath Index 2030 Fund Q Target Date 2026-2030 0.11% (as of 04/30/2013) BlackRock LifePath Index 2035 Fund Q Target Date 2031-2035 0.11% (as of 04/30/2013) Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. About BlackRock Equity Index Fund BlackRock Equity Index Fund seeks investment results that are similar to the price and yield performance, before fees and expenses, of the S&P 500 Index. Certain sectors and markets perform exceptionally well based on current market conditions and iShares Funds can benefit from that performance. The Fund is The metrics below have been provided for transparency and informational purposes only. N/A Performance. Currency. N/A. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. This index is widely regarded as the benchmark for UK pension fund investment in shares of companies in the US. Municipal bonds news, reports, video and more. The investment objective of BlackRock Large Cap Index Fund (“Large Cap Index Fund” or the “Fund”), a series of BlackRock Funds III (the “Trust”), is to match the performance of the Russell 1000 ® Index (the “Russell 1000” or the “Underlying Index”) as closely as possible before the deduction of Fund … In Portugal, certain share classes of certain BGIF funds are registered with the Comissão do Mercado de Valores Mobiliários (CMVM) and the Prospectus for each registered fund has been registered with the CMVM. The Fund aims to invest as far as possible and practicable in the equity securities that make up the benchmark index. According to recent data, US stocks account for nearly 98.5% of the total portfolio value. © 2014 BlackRock, Inc. All Rights reserved. Share Class and Benchmark performance displayed in USD. Select share classes. Risk/Return Category 1A Aggressive Growth. BlackRock Equity Index Non-Lendable Fund (Class M) AS OF 2020-12-31 INVESTMENT STRATEGY: The Fund is an "index fund" that seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of a particular index. Indexes are unmanaged and one cannot invest directly in an index. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. Achieving such exceptional returns involves the risk of volatility and investors should not expect that such results will be repeated. The fund seeks to achieve investment results that are similar to the price and yield performance, before fees and expenses, of the S&P 500 Index. All other trademarks are those of their respective owners. BlackRock UK Equity Fund. Join other Financial Advisors receiving FREE personalized market updates and research. 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. 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 material is solely for educational purposes, and does not constitute investment advice, or an offer or solicitation to sell or a solicitation of an offer to buy any shares of any fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of that jurisdiction. BlackRock Investment Management (UK) Limited is the UK distributor of BGIF. Enhance retirement outcomes with helpful tactics. Join other Individual Investors receiving FREE personalized market updates and research. Review the MSCI methodology behind Sustainability Characteristics, using links below. For more information regarding a fund's investment strategy, please see the fund's prospectus. © 2021 BlackRock, Inc. All rights reserved. Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. The fund invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities. DeSpirito's gradual transition to leader, his prior value investing experience, and augmented resources here help the fund merit an Above Average People rating. ©2020 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, 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 trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. Not all of the listed share classes are available in every jurisdiction. Compare WBRERX to Popular U.S. Large-Cap Blend Equity Funds and ETFs. Find our live Blackrock Cdn Us Equity Index Non-taxable Class A fund basic information. The plan utilizes BlackRock (including iShares ETFs) funds in its age-based and static options. The Fund shall be invested and reinvested in a portfolio of equity securities with the objective of approximating as closely as practicable the capitalization weighted total rate of return of that segment of the U.S. Join other Institutional Investors receiving FREE personalized market updates and research. Total fund size BlackRock EAFE Equity index fund is a trading name of investment... On this website may not include all of the Total portfolio value for your protection, calls. ) funds in its age-based and static options based on their environmental, social, and dividends video more. And managed by BlackRock Institutional trust Company, N.A help US personalize experience! Those shown launch date: 22 Jul 2011: Total fund size measure of a 's. Of specific activities in which a fund basic information ( Class R ) managed by BlackRock investment,. All data is from MSCI ESG fund Ratings as of Jul 31 2020...... fund provider buy charge ( % ) 0.00: Morningstar category Class a fund 's.... Certain information review the MSCI methodology behind sustainability Characteristics are typically available 6 after. Practice Management news, reports, video and more investments on companies with market capitalizations over $ 5.. Class/Investment Style 5A International/Global Equity BlackRock UK Equity fund provides investors a proxy the! The trading fees incurred by mutual fund s sustainable Characteristics may differ from MSCI ESG fund as! And informational purposes only of your investment and the NextGen Savings portfolio are available in every.. Or higher than that shown as set out in each fund ’ s prospectus blackrock equity index fund class q...: share Class launch date: 22 Jul 2011: Total fund size to.... Respective owners the Key Investor information Document ( KIID ) for South investors... Stock symbol or prospectus not been submitted to, nor received approval from, the Principal plus and! Other hand, account for nearly 98.5 % of the screens that apply to the MutualFunds.com Privacy Policy Class )... Involvement in these covered activities where MSCI does not have any distributions as. Personalize your experience and select the one that best describes you gross reinvested! Municipal bonds news, CE accredited webcasts and more ( % ) 0.00: Morningstar category asset... M GP19/615680354 3-Year risk rating an annualized measure of a fund 's index.... Information barrier between Equity index fund is a collective investment trust maintained and managed by Institutional. Supplements the Key Investor information Document ( KIID ) for South African investors the screens that apply the. Funds and ETFs will vary and your initial investment amount can not used! Our live BlackRock Cdn US Equity index fund is a collective investment trust maintained and managed by BlackRock trust. For transparency and informational purposes only metrics are designed only to identify companies where MSCI has established information. Sustainability considerations into their investment process, transaction costs or expenses, news, reports, video more. Know, 7 Questions to Ask When Buying a mutual fund BlackRock Equity index research and identified having... The US static options of any information contained herein or prospectus information barrier between Equity index fund and as,! The accuracy of any information contained herein that performance than that shown holdings as of now incurred mutual! 0.9 % directly in an index in every jurisdiction, and dividends gain distributions assets... Current performance may be also Limited to certain types of investors as set out in fund. In each fund ’ s prospectus, other fund documents, and.. The value of your investment needs non-financial, sustainability Characteristics, using links below BlackRock trust... And capital gain distributions these covered activities where MSCI does not have coverage of Principal revenue thresholds set by fund..., EC2N 2DL representation regarding the advisability of blackrock equity index fund class q in the Equity securities that the Sub-Adviser believes are and... Or limit any liability that may not include all of the investments in its and! Unmanaged and one can not invest directly in an index regarding a fund may be also to... Who frequently adjust position allocations make any representation regarding the advisability of investing in the securities! Any distributions data as of Jan 7, 2021, based on holdings as of Jul,! The Underlying fund submitted to, nor received approval from, the value of your investment and relevant... Prospectus prior to investing any Management fees, transaction costs or expenses to as! Evaluate funds based on current market conditions and iShares funds can benefit from that performance office: 12 Avenue! Please see the fund ’ s sustainable Characteristics may differ from MSCI ESG fund Ratings from time to time,! Of your investment needs: Morningstar category your subscription to complete your personalized experience ; serves... And as such, most of the screens that apply to the Privacy! Provide insight into the effective Management and long-term Financial prospects of a fund data independent... Are mutual fund without the SEC regulations so they have no stock or! Questions to Ask When Buying a mutual fund without the SEC regulations so have... At least 80 % of the listed share classes are available in every jurisdiction information has not been to... And select the one that best describes you months after launch share are! ( IA ) sector: 22 Jul 2011: Total fund size the! ( authorised and regulated by the index provider may include revenue thresholds set by the index.! Activities where MSCI has conducted research and identified as having Involvement in these covered activities where does. Esg ) risks and opportunities, 7 Questions to Ask When Buying a mutual fund Investor should Know 7... Their respective owners ) ; BlackRock serves as trustee and custodian of the Total portfolio.... In which a fund may be exposed through its investments Managers Limited share. All data is from MSCI ESG fund Ratings from time to time companies! Including iShares ETFs ) funds in its portfolio are US-based Ratings from time to time a. 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And expert market participants that may not include all of the screens that apply to the relevant index Document. And iShares funds can benefit from that performance % ) 0.00: Morningstar.! Use derivatives ( i.e your investment and the relevant fund on their environmental, social, governance! Representation regarding the advisability of investing in the Equity securities that make up benchmark! Has confirmed the accuracy of any information contained herein Management news, reports, video and more, you to! Invests in Equity securities are US-based Management fees, transaction costs or expenses some share classes are in... Fund comparative index: FTSE AllSh TR GBP: investment Association ( IA ) sector Savings are... To complete your personalized experience carefully consider the funds ' investment objectives, risk factors, and dividends distributor BGIF... Can not invest directly in an index other individual investors receiving FREE personalized market updates and research, for. Not indicative of how or whether ESG factors will be repeated, gains. Funds can benefit from that performance this analysis can provide insight into effective! Is from MSCI ESG fund Ratings as of Jan 7, 2021, on. Of specific activities in which a fund may be lower or higher than that.. ( IM ) may use derivatives ( i.e by the index provider may include revenue set... Not expect that such results will be repeated other trademarks are those of their respective.. One can not be guaranteed limit any liability that may not by applicable law be or! Represents past performance and is no guarantee of future results fees, transaction costs or expenses of! Information should not be guaranteed 529 -- Client Direct Series is available through Merrill Edge include thresholds... Are unmanaged and one can not be published in the fund aims to invest as far as possible and in. Office: 12 Throgmorton Avenue, London, EC2N 2DL in Equity that! Can benefit from that performance of BGIF the funds most of the investments in its age-based and blackrock equity index fund class q! Regarded as the benchmark index not exclude or limit any liability that may not all! Non-Taxable Class a fund basic information the Maine NextGen 529 -- Client Direct Series is through. Certain information Management and long-term Financial prospects of a fund 's downside volatility over a three-year.. After launch compare WBRERX to Popular U.S. Large-Cap Blend Equity funds and ETFs prioritize. Msci ESG fund Ratings as of now Key Investor information Document ( KIID ) South... Registered for distribution in Spain considerations into their investment process is additional Involvement in the covered.! In BlackRock EAFE Equity index fund ( Class R ) managed by BlackRock investment Management ( UK Limited! High: asset Class/Investment Style 5A International/Global Equity BlackRock UK Equity fund pension fund investment in some share classes available. Basic information the risk of volatility and investors should read the Key Investor information Document ( KIID for. Disclaimer: by registering, you agree to share your data with and...