Qualified investors
Please read this page, as it explains certain restrictions imposed by law on the distribution of this information. The information contained in the following pages is only available to qualified investors with domicile/registered seat in Switzerland. The content in the following pages is advertising.
By clicking on the button "I agree" you certify that you are a qualified investor within the meaning of Art. 10 para 3 of the federal Act on Collective Investment Schemes of 23 June 2006, as amended, at the exclusion of qualified investors with an opting-out pursuant to Art. 5 para 1 of the Swiss Federal Act on Financial Services ("FinSA"), domiciled in Switzerland and that you have read, understood and accepted the legal terms and conditions following below. Qualified investors are:
The following pages contain information on the foreign collective investment schemes managed by entities of the BlackRock Group ("Fund/s") which have been authorized by the Swiss Financial Market Supervisory Authority (FINMA) for offering to non-qualified investors in Switzerland in accordance with Article 119 CISA (“foreign authorized Funds”)and the Swiss domiciled iShares ETF Funds and BlackRock Investment Funds Switzerland.
The Representative of the foreign authorized Funds in Switzerland within the meaning of Article 120 and 123 et seq CISA is BlackRock Asset Management Switzerland Limited, Bahnhofstrasse 39, CH -8001 Zurich. The Paying Agent of the foreign authorized Funds in Switzerland within the meaning of Article 121 CISA is State Street Bank International GmbH, Munich, Zurich Branch, Beethovenstrasse 19, CH-8002 Zurich. The prospectus, the key information document or equivalent, the Articles of Association (as applicable) and the annual as well as the semi-annual reports (as applicable) of the foreign authorized Funds are available free of charge from the representative in Switzerland.
The Management Company of the Swiss domiciled iShares ETF Funds and BlackRock Investment Funds Switzerland is BlackRock Asset Management Switzerland Limited, Bahnhofstrasse 39, CH-8001 Zurich. The prospectus including the integrated fund contract, the key information document or equivalent, and, if applicable, the annual as well as the semi-annual reports of the Fund/s are available free of charge from the Management Company in Switzerland.
Place of fulfillment and jurisdiction for Units of foreign authorized Funds offered or advertised in Switzerland is the registered office of the representative in Switzerland.
It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction. The following pages do not constitute an offer or solicitation to sell shares in any of the funds referred to on this site, by anyone in any jurisdiction in which such offer or solicitation would be unlawful or in which the person making such an offer or solicitation is not qualified to do so or to anyone to whom it is unlawful to make such an offer or solicitation.
Specifically, the funds described are not available for offer to or investment by US investors. The shares will not be registered under the US Securities Act of 1933, as amended (the "Securities Act") and, except in a transaction which does not violate the Securities Act or any other applicable US securities laws (including without limitation any applicable law of any of the States of the USA) may not be directly or indirectly offered or sold in the USA or any of its territories or possessions or areas subject to its jurisdiction or to or for the benefit of a US Person.
Applications to invest in any fund referred to on this site must only be made on the basis of the offer document relating to the specific investment (e.g. Prospectus, Key Information Document or equivalent, when implemented or other applicable terms and conditions). As a result of money laundering regulations, additional documentation for identification purposes may be required when you make your investment. Details are contained in the relevant Prospectus or Key Information Document.
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The information contained on this site is published in good faith but no representation or warranty, expressed or implied, is made by us or by any person as to its accuracy or completeness and it should not be relied on as such. No information on this site constitutes investment, tax, legal or any other advice.
BlackRock Asset Management Schweiz AG shall have no liability for any loss or damage arising out of the use or reliance on the information provided including without limitation, any loss of profit or any other damage, direct or consequential.
You may leave the BlackRock Asset Management Schweiz AG website when accessing certain links on this website. In doing so, you may be proceeding to the website of a third-party that is not regulated. BlackRock Asset Management Schwiez AG has not examined any of these websites and does not assume any responsibility for the contents of such websites nor the services, products or items offered through such websites.
Past performance is no guarantee of current or future performance. The value of investments and the income from them may go down as well as up and are not guaranteed. You may not get back the amount you invested. Rates of exchange may cause the value of the investments to go up or down. Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially.
If you are in doubt about the meaning of any information provided please consult your financial or other professional adviser.
BlackRock Asset Management Schweiz AG, Zurich is responsible for the content of this website in Switzerland.
©2024 BlackRock, Inc. All Rights Reserved. BLACKROCK is a trademark of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.
Important Information: 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.
The value of equities and equity-related securities can be affected by daily stock market movements, political factors, economic news, company earnings and significant corporate events. Shares in smaller companies typically trade in less volume and experience greater price variations than larger companies. Investment risk is concentrated in specific sectors, countries, currencies or companies. This means the Fund is more sensitive to any localised economic, market, political, sustainability-related or regulatory events.
The figures shown relate to past performance. Past performance is not a reliable indicator of future performance. Markets could develop very differently in the future. It can help you to assess how the fund has been managed in the past
Share Class and Benchmark performance displayed in CHF, hedged share class benchmark performance is displayed in CHF.
Performance is shown on a Net Asset Value (NAV) basis, with gross income reinvested where applicable. The return of your investment may increase or decrease as a result of currency fluctuations if your investment is made in a currency other than that used in the past performance calculation. Source: Blackrock
| Name | Weight (%) |
|---|---|
| NESTLE SA | 12.90 |
| NOVARTIS AG | 12.28 |
| ROCHE HOLDING PAR AG | 11.56 |
| UBS GROUP AG | 5.93 |
| ZURICH INSURANCE GROUP AG | 5.26 |
| Name | Weight (%) |
|---|---|
| ABB LTD | 5.17 |
| COMPAGNIE FINANCIERE RICHEMONT SA | 4.25 |
| HOLCIM LTD AG | 3.13 |
| ALCON AG | 2.52 |
| SWISS RE AG | 2.46 |
| Scenario |
If you exit after 1 year
|
If you exit after 5 years
|
|
|---|---|---|---|
|
Minimum
There is no minimum guaranteed return. You could lose some or all of your investment.
|
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Stress
What you might get back after costs
Average return each year
|
7’750 CHF
-22.5%
|
5’350 CHF
-11.7%
|
|
|
Unfavourable
What you might get back after costs
Average return each year
|
8’130 CHF
-18.7%
|
9’000 CHF
-2.1%
|
|
|
Moderate
What you might get back after costs
Average return each year
|
10’240 CHF
2.4%
|
12’080 CHF
3.8%
|
|
|
Favourable
What you might get back after costs
Average return each year
|
12’670 CHF
26.7%
|
15’780 CHF
9.6%
|
|
The stress scenario shows what you might get back in extreme market circumstances.
Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Fund Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies; 6MSCI Implied Temperature Rise
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. Please refer to the fund’s prospectus for more information. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document.
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. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. 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. 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. MSCI has established an information barrier between equity index research and certain Information. 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. 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. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited.
Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel: + 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock. The BlackRock Investment Funds Switzerland are domiciled in Switzerland. The prospectus with integrated fund contract, the Key Information document or equivalent and the latest annual or semi-annual reports may be obtained free of charge from the fund management company, BlackRock Asset Management Schweiz AG, Bahnhofstrasse 39, CH-8001 Zurich. Investors should read the fund specific risks in the Key Information document or equivalent and the Prospectus. Any research in this document has been procured and may have been acted on by BlackRock for its own purpose. The results of such research are being made available only incidentally. The views expressed do not constitute investment or any other advice and are subject to change. They do not necessarily reflect the views of any company in the BlackRock Group or any part thereof and no assurances are made as to their accuracy. © 2024 BlackRock, Inc. All Rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, iSHARES, BUILD ON BLACKROCK and SO WHAT DO I DO WITH MY MONEY are trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.
