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Before you proceed, please take a moment to review and accept the following Terms and Conditions:
BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.
What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:
- who holds an Australian Financial Services License
- who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
- that is a body regulated by APRA other than a trustee of:
(i) a superannuation fund;
(ii) an approved deposit fund;
(iii) a pooled superannuation trust; or
(iv) a public sector superannuation scheme.
within the meaning of the Superannuation Industry (Supervision) Act 1993 - that is a body registered under the Financial Corporations Act 1974.
- that is a trustee of:
(i) a superannuation fund; or
(ii) an approved deposit fund; or
(iii) a pooled superannuation trust; or
(iv) a public sector superannuation scheme
within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million. - that is a listed entity or a related body corporate of a listed entity
- that is an exempt public authority
- that is a body corporate, or an unincorporated body, that:
(i) carries on a business of investment in financial products, interests in land or other investments; and
(ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes. - that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
BlackRock's equity solutions are built upon a legacy of innovation and a commitment to risk management. We believe our combination of talented and experienced investment professionals, a global investment platform and outstanding research and analytics creates a truly compelling proposition for investors.
Our equity solutions cover:
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BlackRock has pioneered systematic active equity (SAE) investment solutions since 1985. Our investment philosophy is based on an internally developed, model-driven investment approach that aims to balance risk, return and cost while seeking consistent outperformance versus a benchmark. We use technology to systematically apply our investment insights in a risk controlled framework, with the goal of maximising alpha for a given level of risk.
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Our Fundamental Equity team actively manages portfolios, built on the foundations of proprietary fundamental research, with a goal of delivering outperformance to clients in line with their investment objectives. We offer access to the opportunities, information and resources available to a global asset manager combined with the agility of autonomous investment teams.
Our teams make their own investment decisions within a prescribed framework, aligned with the firm's rigorous risk management practices. Each team invests according to its unique philosophy, process and style and has a high level of discretion to allocate across regions and countries (where applicable), industries and individual stocks. Our fundamental strategies seek to identify and exploit market inefficiencies in the pursuit of alpha. They include: Global, Regional, US Equity and Sector-Specific approaches.
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We pioneered the first index fund in 1971 and have continued to innovate as markets and client needs evolve. We were the first company to offer clients the opportunity to invest in developed markets equity, emerging markets and frontier markets index strategies. Our platform provides clients with the ultimate toolkit to meet their highly individualised and evolving indexing needs and enables us to create bespoke investment options quickly from our extensive and growing catalogue of solutions.
BlackRock’s iShares business offers the world’s largest family of professional quality exchange-traded funds.
Four reasons to partner with BlackRock for your equity needs:
- Global Perspective: More than 70 offices in 27 countries covering the world's financial markets, with significant presence in London, New York, San Francisco, Hong Kong, Singapore and Tokyo. In each of these locations, we leverage global trading execution and market insight coupled with local presence and expertise.
- Autonomous Teams, Access to Superior Information: Equity investment professionals work with specialists across geographies in other asset classes such as natural resources, corporate debt and foreign exchange to inform their decision-making process and access opportunities, research and resources only available to a global asset manager.
- Corporate Engagement: BlackRock is a shareholder in thousands of companies globally. Our investment teams engage with company management on a regular basis. We also have teams dedicated to communicating with management or board members on corporate governance issues, enabling us to develop superior investment insights and a broader perspective across the capital structure. We are actively committed to defending the interests of our clients through regular, robust engagement with the companies in which we invest.
- Scale and Scope: We have the capability and flexibility to implement custom index equity solutions, and can provide efficient, cost-effective exposure to specific market segments through our full spectrum of global index products.
BlackRock refers to the BlackRock Group's capability, unless otherwise indicated.
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PERFORMANCE DATA
Performance figures represent past performance. Performance is not indicative of future performance and current performance may be higher or lower than the performance shown. Net performance figures are calculated after fund management fees and expenses, and assume reinvestment of distributions. Gross performance figures are calculated gross of ongoing fees and expenses. Unless otherwise stated, fund net performance (excluded iShares ETFs) is calculated on an exit-to-exit price basis, while iShares ETF net performance is calculated on a NAV price basis. Unless otherwise stated, performance for periods greater than one year is annualised and performance calculated to the last business day of the month.
IMPORTANT INFORMATION
Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL) for the exclusive use of the recipient, which warrants by receipt of this material that it is a wholesale client as defined under the Australian Corporations Act 2001 (Cth).
This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
Information provided is for illustrative and informational purposes and is subject to change. It has not been approved by any regulator.
This material is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. BIMAL is a part of the global BlackRock Group which comprises of financial product issuers and investment managers around the world. BIMAL is the issuer of financial products and acts as an investment manager in Australia. BIMAL is the responsible entity and issuer of units in the Australian domiciled managed investment schemes referred to in this material, including the Australian domiciled iShares ETFs. Any potential investor should consider the latest product disclosure statement (PDS) before deciding whether to acquire, or continue to hold, an investment in any BlackRock fund. BlackRock has also issued a target market determination (TMD) that describes the class of consumers that comprises the target market for each BlackRock fund and matters relevant to their distribution and review. The PDS and the TMD can be obtained by contacting the BIMAL Client Services Centre on 1300 366 100. In some instances the PDS and the TMD are also available on the BIMAL website at www.blackrock.com/au. An iShares ETF is not sponsored, endorsed, issued, sold or promoted by the provider of the index which a particular iShares ETF seeks to track. No index provider makes any representation regarding the advisability of investing in the iShares ETFs. Further information on the index providers can be found in the BIMAL website terms and conditions at www.blackrock.com/au.
BIMAL is the responsible entity and issuer of units in the Australian domiciled managed investment schemes referred to in this material, including the Australian domiciled iShares ETFs. Any potential investor should consider the latest product disclosure statement (PDS) before deciding whether to acquire, or continue to hold, an investment in any BlackRock fund. BlackRock has also issued a target market determination (TMD) that describes the class of consumers that comprises the target market for each BlackRock fund and matters relevant to their distribution and review. The PDS and the TMD can be obtained by contacting the BIMAL Client Services Centre on 1300 366 100. In some instances the PDS and the TMD are also available on the BIMAL website at www.blackrock.com/au. An iShares ETF is not sponsored, endorsed, issued, sold or promoted by the provider of the index which a particular iShares ETF seeks to track. No index provider makes any representation regarding the advisability of investing in the iShares ETFs. Further information on the index providers can be found in the BIMAL website terms and conditions at www.blackrock.com/au.
BIMAL, its officers, employees and agents believe that the information in this material and the sources on which it is based (which may be sourced from third parties) are correct as at the date of publication. While every care has been taken in the preparation of this material, no warranty of accuracy or reliability is given and no responsibility for the information is accepted by BIMAL, its officers, employees or agents. Except where contrary to law, BIMAL excludes all liability for this information.
Any investment is subject to investment risk, including delays on the payment of withdrawal proceeds and the loss of income or the principal invested. While any forecasts, estimates and opinions in this material are made on a reasonable basis, actual future results and operations may differ materially from the forecasts, estimates and opinions set out in this material. No guarantee as to the repayment of capital or the performance of any product or rate of return referred to in this material is made by BIMAL or any entity in the BlackRock group of companies.
This material contains links to third party websites. BlackRock does not control and is not responsible for the information contained within these websites. None of these links imply BlackRock's support, endorsement or recommendation of any other company, product or service.
No part of this material may be reproduced or distributed in any manner without the prior written permission of BIMAL.
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