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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.

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Blackrock Greater Europe Investment Trust plc

The Blackrock Greater Europe Investment Trust aims to provide capital growth by investing in a focused portfolio of European companies.

Home to some of the world’s most dynamic and exciting businesses, Europe can often surprise for its innovation and depth of opportunity.

The trust’s experienced managers, Stefan Gries and Alexandra Dangoor, are keenly focused on quality with a bottom up approach.

This means they look for companies that are financially strong, with good management and an excellent track record of creating value for shareholders.

They also look for something unique from their businesses, such as a strong brand or a particularly desirable product.

They can invest across the whole breadth of Europe and are not constrained by company size, sector or region.

This allows the team to capture growth opportunities in the less well known, potentially faster growing parts of emerging Europe, as well as mainstream economies such as Switzerland, France and Germany. 

The portfolio managers aim for a high conviction portfolio of 30 to 45 of the most compelling of these businesses, which can be held for the long term.

Subscribe to receive regular updates on the progress of this trust.

[FINAL SLIDE]

Greater Europe

USP

Capturing a greater opportunity in Europe by investing across the entire continent, without constraint.

Key differentiators

1. Looks to capture opportunities in emerging Europe as well as its larger, mature economies(1)

2. Focuses on quality businesses with something unique, such as a strong brand or a particularly desirable product(2)

3. Fully leverages the benefits of Blackrock’s scale with deep analytical capabilities, a global footprint and excellent access to company management(3)

[ENDS]

Marketing material

Risk Warnings

Investors should refer to the prospectus or offering documentation for the funds full list of 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.

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.

Fund-specific risks

BlackRock Greater Europe Investment Trust plc

Counterparty Risk, Currency Risk, Emerging Markets, Gearing Risk, Liquidity Risk

Description of Fund Risks

Counterparty Risk

The insolvency of any institutions providing services such as safekeeping of assets or acting as counterparty to derivatives or other instruments, may expose the Fund to financial loss.

Currency Risk

The Fund invests in other currencies. Changes in exchange rates will therefore affect the value of the investment.

Emerging Markets

Emerging markets are generally more sensitive to economic and political conditions than developed markets. Other factors include greater 'Liquidity Risk', restrictions on investment or transfer of assets and failed/delayed delivery of securities or payments to the Fund.

Gearing Risk

Investment strategies, such as borrowing, used by the Trust can result in even larger losses suffered when the value of the underlying investments fall.

Liquidity Risk

The Fund's investments may have low liquidity which often causes the value of these investments to be less predictable. In extreme cases, the Fund may not be able to realise the investment at the latest market price or at a price considered fair.

Important Information

In the UK: this is 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.

UK Investment Trust Funds: This document is marketing material. The Company is managed by BlackRock Fund Managers Limited (BFM) as the AIFM. BFM has delegated certain investment management and other ancillary services to BlackRock Investment Management (UK) Limited. The Company’s shares are traded on the London Stock Exchange and dealing may only be through a member of the Exchange. The Company will not invest more than 15% of its gross assets in other listed investment trusts. SEDOL™ is a trademark of the London Stock Exchange plc and is used under licence.

Net Asset Value (NAV) performance is not the same as share price performance, and shareholders may realise returns that are lower or higher than NAV performance.

The investment trusts listed above currently conduct their affairs so that their securities can be recommended by IFAs to ordinary retail investors in accordance with the Financial Conduct Authority’s rules in relation to nonmainstream investment products and intend to continue to do so for the foreseeable future. The securities are excluded from the Financial Conduct Authority’s restrictions which apply to non-mainstream investment products because they are securities issued by investment trusts. Investors should understand all characteristics of the funds objective before investing. For information on investor rights and how to raise complaints please go to https://www.blackrock.com/corporate/compliance/investor-right available in local language in registered jurisdictions.

BlackRock has not considered the suitability of this investment against your individual needs and risk tolerance. To ensure you understand whether our product is suitable, please read the fund specific risks in the Key Investor Document (KID) which gives more information about the risk profile of the investment. The KID and other documentation are available on the relevant product pages at www.blackrock.co.uk/its. We recommend you seek independent professional advice prior to investing.

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.

This document is for information purposes only and does not constitute an offer or invitation to anyone to invest in any BlackRock funds and has not been prepared in connection with any such offer.

© 2024 BlackRock, Inc. All Rights reserved. BLACKROCK, BLACKROCK SOLUTIONS and iSHARES are trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.

(1)Source: https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-greater-europe-investment-trust/trust-information – 0m 33s to 0m 43s
(2)Source: https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-greater-europe-investment-trust/trust-information – 1m 45s to 3m 01s
(3)Source: https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-greater-europe-investment-trust/trust-information – 4m 13s to 5m 07s, 1m 24s to 1m 44s

MKTGH0224E/S-3392148

Blackrock Greater Europe Investment Trust plc

The Blackrock Greater Europe Investment Trust aims to provide capital growth by investing in a focused portfolio of European companies.

Home to some of the world’s most dynamic and exciting businesses, Europe can often surprise for its innovation and depth of opportunity.

The trust’s experienced managers, Stefan Gries and Alexandra Dangoor, are keenly focused on quality with a bottom up approach.

This means they look for companies that are financially strong, with good management and an excellent track record of creating value for shareholders.

They also look for something unique from their businesses, such as a strong brand or a particularly desirable product.

They can invest across the whole breadth of Europe and are not constrained by company size, sector or region.

This allows the team to capture growth opportunities in the less well known, potentially faster growing parts of emerging Europe, as well as mainstream economies such as Switzerland, France and Germany. 

The portfolio managers aim for a high conviction portfolio of 30 to 45 of the most compelling of these businesses, which can be held for the long term.

Subscribe to receive regular updates on the progress of this trust.

[FINAL SLIDE]

Greater Europe

USP

Capturing a greater opportunity in Europe by investing across the entire continent, without constraint.

Key differentiators

1. Looks to capture opportunities in emerging Europe as well as its larger, mature economies(1)

2. Focuses on quality businesses with something unique, such as a strong brand or a particularly desirable product(2)

3. Fully leverages the benefits of Blackrock’s scale with deep analytical capabilities, a global footprint and excellent access to company management(3)

[ENDS]

Marketing material

Risk Warnings

Investors should refer to the prospectus or offering documentation for the funds full list of 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.

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.

Fund-specific risks

BlackRock Greater Europe Investment Trust plc

Counterparty Risk, Currency Risk, Emerging Markets, Gearing Risk, Liquidity Risk

Description of Fund Risks

Counterparty Risk

The insolvency of any institutions providing services such as safekeeping of assets or acting as counterparty to derivatives or other instruments, may expose the Fund to financial loss.

Currency Risk

The Fund invests in other currencies. Changes in exchange rates will therefore affect the value of the investment.

Emerging Markets

Emerging markets are generally more sensitive to economic and political conditions than developed markets. Other factors include greater 'Liquidity Risk', restrictions on investment or transfer of assets and failed/delayed delivery of securities or payments to the Fund.

Gearing Risk

Investment strategies, such as borrowing, used by the Trust can result in even larger losses suffered when the value of the underlying investments fall.

Liquidity Risk

The Fund's investments may have low liquidity which often causes the value of these investments to be less predictable. In extreme cases, the Fund may not be able to realise the investment at the latest market price or at a price considered fair.

Important Information

In the UK: this is 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.

UK Investment Trust Funds: This document is marketing material. The Company is managed by BlackRock Fund Managers Limited (BFM) as the AIFM. BFM has delegated certain investment management and other ancillary services to BlackRock Investment Management (UK) Limited. The Company’s shares are traded on the London Stock Exchange and dealing may only be through a member of the Exchange. The Company will not invest more than 15% of its gross assets in other listed investment trusts. SEDOL™ is a trademark of the London Stock Exchange plc and is used under licence.

Net Asset Value (NAV) performance is not the same as share price performance, and shareholders may realise returns that are lower or higher than NAV performance.

The investment trusts listed above currently conduct their affairs so that their securities can be recommended by IFAs to ordinary retail investors in accordance with the Financial Conduct Authority’s rules in relation to nonmainstream investment products and intend to continue to do so for the foreseeable future. The securities are excluded from the Financial Conduct Authority’s restrictions which apply to non-mainstream investment products because they are securities issued by investment trusts. Investors should understand all characteristics of the funds objective before investing. For information on investor rights and how to raise complaints please go to https://www.blackrock.com/corporate/compliance/investor-right available in local language in registered jurisdictions.

BlackRock has not considered the suitability of this investment against your individual needs and risk tolerance. To ensure you understand whether our product is suitable, please read the fund specific risks in the Key Investor Document (KID) which gives more information about the risk profile of the investment. The KID and other documentation are available on the relevant product pages at www.blackrock.co.uk/its. We recommend you seek independent professional advice prior to investing.

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.

This document is for information purposes only and does not constitute an offer or invitation to anyone to invest in any BlackRock funds and has not been prepared in connection with any such offer.

© 2024 BlackRock, Inc. All Rights reserved. BLACKROCK, BLACKROCK SOLUTIONS and iSHARES are trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.

(1)Source: https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-greater-europe-investment-trust/trust-information – 0m 33s to 0m 43s
(2)Source: https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-greater-europe-investment-trust/trust-information – 1m 45s to 3m 01s
(3)Source: https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-greater-europe-investment-trust/trust-information – 4m 13s to 5m 07s, 1m 24s to 1m 44s

MKTGH0224E/S-3392148

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

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

Image of Citywire award logoImage of Icya Winner Europe logoImage of Kepler Growth rating logo

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.
Image of a target board
Investment strategies targeting growth and income.
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Decades of proven experience running investment trusts since 1992.
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Unparalleled research capabilities and experienced stock pickers.
Contact
To get in touch contact us on:
Telephone: 020 7743 3000
Email: cosec@blackrock.com