The figures shown relate to past performance. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product.
The benchmark index only excludes companies engaging in certain activities inconsistent with ESG criteria if such activities exceed the thresholds determined by the index provider. Investors should therefore make a personal ethical assessment of the benchmark index’s ESG screening prior to investing in the Fund. Such ESG screening may adversely affect the value of the Fund’s investments compared to a fund without such screening.
The specific companies identified and described above do not represent all of the companies purchased or sold, and no assumptions should be made that the companies identified and discussed were or will be profitable.
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. All data is sourced BlackRock as the date stated. Performance data is displayed on a Net Asset Value basis, in Base Currency terms, with net income reinvested, net of fees. Brokerage or transaction fees will apply. Discrete performance shows 12-month performance to the most recent Quarter end for each of the last 5 yrs where available. E.g, ‘1st year’ shows the most recent of these 12-month period and ‘2nd year’ shows the previous 12-month period.
Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics. ESG Ratings; Index Carbon Footprint Metrics