About this investment trust
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 Company aims to provide capital growth, primarily through investment in a focused portfolio constructed from a combination of the securities of large, mid and small capitalisation European companies, together with some investment in the developing markets of Europe.
Why choose it?
Europe is a rich source of innovation and dynamic capitalism. Active management can uncover its most exciting companies. The Trust invests in global brand leaders, plus smaller companies focused on niche, high growth areas. The Trust looks for high quality, well-capitalised companies with strong management teams that can create real value for shareholders over time.
Suited to…
This Trust is designed for investors looking to invest in a selection of Europe’s highest quality, fastest-growing companies, irrespective of their size and geography. They must be willing to take on some additional risk to grow their capital over the long term.
BlackRock Greater Europe Investment Trust FAQs
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The BlackRock Greater Europe Investment Trust aims to achieve capital growth by investing in a focused portfolio of securities from large, mid and small capitalisation European companies, along with some investment in the developing markets of Europe. The experienced management team focuses on identifying high-quality firms with the potential for long-term value creation. The Trust is suited for investors seeking exposure to Europe’s dynamic and innovative companies, emphasising both global brand leaders and smaller companies in niche, high-growth areas.
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Stefan Gries and Alexandra Dangoor are co-managers of BlackRock Greater Europe Investment Trust.
Stefan is Head of the European Equity team in BlackRock’s Portfolio Management Group, with extensive experience managing various European portfolios. Stefan is also co-manager on the European Absolute return (long/short) portfolios, as well as on Pan-European and Europe ex-UK long-only portfolios.
Alexandra joined the BlackRock Fundamentals European Equity Team in 2019. She also holds research responsibilities within the team’s financials research pod, focused on European banks and insurers.
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Dividends from the BlackRock Greater Europe Investment Trust are declared and paid out semi-annually. Interim dividend payments are made in May with final dividend payments being made in December.
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We believe there are reasons to be positive about European equities. Firstly, there’s valuation. We consider European stocks currently offer attractive value for investors looking to take advantage of the 2022 market fluctuations and tap into enduring trends, particularly the move towards a net-zero future.
Additionally, investing in European equities offers the benefit of targeting resilient companies poised to navigate inflation and economic slowdowns successfully. Emphasising dividends, with over 70% of European companies planning to reinstate or increase them, provides a key source of return. We seek mature, cash-generating companies with proven business models and strong financials across sectors, which present an attractive investment opportunity.
Europe hosts numerous top-tier companies, strategically positioned to support global governments in achieving their net-zero omissions objectives. Themes like infrastructure, automation, and the shift to electric vehicles are well represented in the BlackRock Greater Europe portfolio, making European equities an attractive prospect for long-term returns amid evolving market conditions.
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The BlackRock Greater Europe Investment Trust provides an all-around solution for investing in large, mid and small-cap European businesses. The Trust taps into Europe’s innovation and dynamic capitalism, actively seeking out its most promising companies. With a portfolio including global brand leaders and smaller firms focusing on niche, high-growth areas, the Trust encompasses high-quality and well-capitalised companies with strong management, aiming to create lasting shareholder value. The BlackRock Greater Europe Investment Trust is suited to investors seeking exposure to Europe’s top-quality, fast-growing companies, regardless of size or location, and to those willing to take on additional risk for long-term capital growth.
Citywire: As at 16 November 2021.
Investment Week: As at 18 November 2021.
Kepler Rating: As at 1 January 2022.
What are the risks?
- 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.
- Overseas investment will be affected by movements in currency exchange rates.
- Emerging market investments are usually associated with higher investment risk than developed market investments. Therefore the value of these investments may be unpredictable and subject to greater variation.
- Investment strategies, such as borrowing, used by the Trust can result in even larger losses suffered when the value of the underlying investments fall.
- The Trust’s investments may have low liquidity which often causes the value of these investments to be less predictable. In extreme cases, the Trust may not be able to realise the investment at the latest market price or at a price considered fair.