Registered in England No. For your protection telephone calls are usually recorded. Traditional passive investment vehicles are market-capitalization weighted, which means that as the price of a security increases, so does its weight in your portfolio. Fundamental Versus Cap-weighted Index Funds To understand the idea behind a “fundamental index fund” you have to look under the hood to understand how a traditional index fund is designed. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. For more information regarding a fund's investment strategy, please see the fund's prospectus.Review the MSCI methodology behind the Business Involvement metrics using links Business Involvement metrics are calculated using MSCI ESG Research which provides a profile of each company’s specific business involvement. While there are other types of weighted indexes—revenue-weighted indexes, fundamentally-weighted indexes, factor- and even float-adjusted indexes—the three outlined here are the ones most typically used with ETFs.   Past performance is no guarantee of future results. MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES) Traditional stock indices, and the funds that track them, are composed of stocks in a “capitalization-weighted” manner.

The Prospectus, Key Investor Information Document, the Articles of Incorporation, the latest and any previous annual and semi-annual reports are available free of charge from the Swiss representative. The benchmark measures the performance of the equity market of the emerging markets globally and is a free-float adjusted non-market capitalisation weighted index. In the case of a value-weighted index, the amount of outstanding shares comes into play.

The fund’s management company will ensure appropriate procedures are in place to minimise contagion risk to other share class. iShares Edge EM Fundamental Weighted Index Fund (IE) (EUR) Source: For UK-domiciled funds (such as the BlackRock Retail Authorised Unit Trusts and BlackRock Collective Investment Funds 'BCIF'), performance is shown on a bid to bid price basis, with net income reinvested, in the currency indicated on … Share Class and Benchmark performance displayed in EUR. 17068311. Tel: 020 7743 3000. There are many arguments about which types of weighted indexes are best, but in the end, it depends on your personal situation. Source: BlackRock. The screening applied by MSCI may include revenue thresholds set by MSCI. Investors should read the fund specific risks in the Key Investor Information Document and the Prospectus.

Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially. Investment in the sub-fund(s) is only open to 'Qualified Holders', as defined in the relevant Fund Prospectus. When this document is issued in the EEA, it is issued by BlackRock (Netherlands) BV: Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Trade Register No. Visit our dedicated site for Financial IntermediariesVisit our dedicated site for Financial InstitutionsThe figures shown relate to past performance. Therefore, the value of your investment and the income from it will vary and your initial investment amount cannot be guaranteed. Changes in the rates of exchange between currencies may cause the value of investments to diminish or increase. In an equal weighted index, securities are assigned the same weighting or representation, regardless of their market size, financial metrics or … The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. Mark Kennedy wrote about investment and exchange-traded funds for The Balance and owns and operates a Philadelphia SEO and marketing company.How to Check the Volatility, or Beta, of Your PortfolioApplying the Momentum Indicator to Your Trading Strategy

These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. The strategy uses fundamental measures of company size to select and weight companies and to systematically rebalance against … The metrics are based on MSCI Fund Ratings and, unless otherwise stated in Fund documentation and included within a Fund’s investment objective, ESG integration does not change a Fund’s investment objective or constrain the Investment Manager’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. The BlackRock Index Selection Fund is domiciled in Ireland. All financial investments involve an element of risk. So if ABC is up 50% and XYZ is up 10% and MNO is up 15%, the index is up 25% = (50+10+15) / 3 (the number of stocks in the index). BlackRock’s purpose is to help more and more people experience financial well-being. In other words, the stocks with the higher prices will have more impact on the movement of the index than stocks with lower prices, since their price is "weighted" higher.If a stock goes from $100 to $110, because its price is higher, it will move the price-weighted index more than a stock that goes from $20 to $30, even though the percentage move is greater for the lower-priced stock. This information should not be used to produce comprehensive lists of companies without involvement.Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: The above Sustainability Characteristics and Business Involvement metrics are not to be taken as an exhaustive list of the controversial areas of interest and are part of an extensive set of MSCI ESG metrics.


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