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.
Financial Intermediaries
On this website, Intermediaries are investors that qualify as both a Professional Client and a Qualified Investor.
In summary, a person who can both be classified as a professional client under the Markets in Financial Instruments Directive II (2014/65/EU, “MiFID”) and a qualified investor in accordance with the Prospectus Regulation (EU) 2017/1129) will generally need to meet one or more of the following requirements:
(1) An entity required to be authorised or regulated to operate in the financial markets. The following list includes all authorised entities carrying out the characteristic activities of the entities mentioned, whether authorised by an EEA State or a third country and whether or not authorised by reference to a directive:
(a) a credit institution;
(b) an investment firm;
(c) any other authorised or regulated financial institution;
(d) an insurance company;
(e) a collective investment scheme or the management company of such a scheme;
(f) a pension fund or the management company of a pension fund;
(g) a commodity or commodity derivatives dealer;
(h) a local;
(i) any other institutional investor;
(2) a large undertaking that meets two of the following size requirements on a company basis: (i) a balance sheet total of EUR 20,000,000; (ii) an annual net turnover of EUR 40,000,000; (iii) own funds of EUR 2,000,000;
(3) a national or regional government, a public body that manages public debt, a central bank, an international or supranational institution (such as the World Bank, the IMF, the ECB, the EIB) or another similar international organization;
(4) other institutional investors whose main activity is to invest in financial instruments, including entities dedicated to the securitisation of assets or other financing transactions;
(5) a natural person resident in an EEA State that permits the authorisation of natural persons as professional investors, who expressly asks to be treated as a professional client and a qualified investor and who meets at least two of the following criteria: (i) he/she has carried out transactions, in significant size, on securities markets at an average frequency of, at least, 10 per quarter over the previous four quarters before the application, (ii) the size of his/her financial instrument portfolio, defined as including cash deposits and financial instruments exceeds EUR 500,000, (iii) he/she works or has worked for at least one year in the financial sector in a professional position which requires knowledge of the transactions or services envisaged.
Please note that the above summary is provided for information purposes only. If you are uncertain as to whether you can both be classified as a professional client under the Markets in Financial Instruments Directive II and classed as a qualified investor under the Prospectus Regulation then you should seek independent advice.
Terms and conditions
Please read this page before proceeding, as it explains certain restrictions imposed by law on the distribution of this information and the countries in which our funds are authorised for sale. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.
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The offshore funds described in the following pages are administered and managed by companies within the BlackRock Group and can be marketed in certain jurisdictions only. It is your responsibility to be aware of the applicable laws and regulations of your country of residence. Further information is available in the Prospectus or other constitutional document for each fund.
This does 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, solicitation or distribution would be unlawful or in which the person making such offer or solicitation is not qualified to do so or to anyone to whom it is unlawful to make such offer or solicitation.
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Risk Warnings
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.
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 or strategy.
Changes in the rates of exchange between currencies may cause the value of investments to diminish or increase. Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially. Levels and basis of taxation may change from time to time.
BlackRock has not considered the suitability of this investment against your individual needs and risk tolerance. The data displayed provides summary information. Investment should be made on the basis of the relevant Prospectus which is available from the manager.
For your protection, telephone calls and/or other electronic communications which result in, or are intended to result in, transactions will be recorded or saved.
Investors should read the offering documents for further details including the risk factors before making an investment.
For Investors in Denmark:
Investors should read the fund specific risks in the Key Investor Information Document and the Company’s Prospectus. Copies of all documentation can be obtained free of charge from offices of the paying agent at BlackRock (Netherlands) BV, Copenhagen Branch, Harbour House, Sundkrogsgade 21, 2100 København Ø, Denmark.
Please note that while some of the BlackRock funds are "ring-fenced", others form part of a single company and are not. For BlackRock funds that do not have segregated liability status, in the event of a single BlackRock fund being unable to meet liabilities attributable to that BlackRock fund out of the assets attributable to it, the excess may be met out of the assets attributable to the other BlackRock funds within the same company. We refer you to the prospectus or other relevant terms and conditions of each BlackRock fund for further information in this regard.
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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 volatile markets of the past three years caused many investors to move money into a less volatile asset — cash. While cash has provided income temporarily during periods of uncertainty, holding too much can hurt portfolio returns by missing out on better opportunities.
Now, with sustained higher rates, bond yields have surged to attractive levels after a decade of lows, creating an appealing entry point to reallocate back into fixed income.2
Bond ETFs are among the powerful tools within the investor tool kit because they can offer the efficiency and precision needed to navigate this market environment (See Granular Product Selection below)*. Remarkably, 72% of wealth managers globally increased their use of bond ETFs in 2023.3
Interest rates are now at some of the highest levels they have been in the last decade, offering investors many income opportunities to pursue. In an effort to build durable, resilient portfolios, investors are now able to use low-cost index exposures at the core, while employing active strategies to seek enhanced returns.
For the first time since 2007, more than 80% of fixed income sectors are yielding over 4%.4
By investing with iShares, you tap into BlackRock’s fixed income expertise, helping to shape and strengthen your entire portfolio.
EVALUATE
Evaluate your existing fixed income allocation to help you understand what could drive risk and return in your portfolio.
EVOLVE
Evolve your portfolio by identifying areas to enhance overall efficiency, or to incorporate new investment themes beyond your area of expertise, such as sustainable fixed income or China bonds.
BUILD
Build efficient portfolios. The choice of instruments is key when moving from strategic portfolio construction to a holistic implementation approach. Investors should use all available tools in the box.
*With over 2,300 bond ETFs globally, investors today have more choices and tools than ever. Newer bond ETFs are slicing the fixed income marketplace into ever more granular exposures that can be blended into highly customisable portfolios.5
CHOICE
iShares offers the broadest range of Europe-domiciled bond UCITS ETFs, with over 100 funds covering nearly all parts of the fixed income market.6
ACCESSIBILITY
iShares bond ETFs bring strategies once reserved for large institutions to all investors, offering a flexible toolkit that meets a wide range of income, return, and risk objectives.
Holding bonds until maturity can help lock in current yields, but iBonds ETFs offer a more efficient alternative. These fixed maturity ETFs combine the benefits of individual bonds and traditional ETF trading. iBonds mature like bonds while offering low-cost, diversification and exchange-traded flexibility.
Bond ETFs are increasingly becoming a tool of choice for investors looking to improve their portfolios’ sustainability characteristics and fulfil carbon reduction targets.
The rules-based methodology inherent in indexed ETFs provides visibility and transparency. This, along with cost-effectiveness, liquidity and the overall efficiency of the ETF wrapper have contributed to growing adoption.
Global sustainable bond ETFs AUM has surged more than 80 times since 2015.7
Investors who plan to include sustainability and transition considerations in their portfolio may need a partner to help them rethink their fixed income allocations. Backed by BlackRock, iShares bond ETFs platform, can help investors navigate this change.
CHOICE
iShares offers one of the widest range of sustainable and transition bond ETFs funds globally, spanning credit, government bonds & emerging market debt.8
EXPERTISE
When investing with iShares, investors access a sustainable ETF platform backed by 30+ years of BlackRock's fixed income expertise.
VISIBILITY AND TRANSPARENCY
Our iShares range tracks sustainable fixed income indices that are built with an objective, rules-based approach, giving investors clear visibility into the sustainable considerations used for bond inclusion.
Learn more about the case for putting cash to work with bond ETFs.