SG Blackrock Actions US ISR

Invest responsibly in the US equities market to give meaning to your savings investments.

Key points

At a time when financial and non-financial information on businesses and markets is both widespread and abundant, it is vital to be able to make sense of it all using innovative tools and put it to work generating performance.

  • Simplified access to the US equities market, offering a wide range of opportunities.
  • A flexible portfolio in terms of sectors, industries and cap sizes, aimed at capturing US economic momentum.
  • A strategy based on a quantitative approach and an in-depth securities analysis combining financial and non-financial criteria, tailored to the specific characteristics of the US market.
  • A portfolio management approach free of human bias, founded on quantitative analysis criteria based on BlackRock’s research capabilities and management techniques.
5 years
Minimum recommended investment period
6 /7
Risk/return profile

Portfolio management process

Phase

Investment universe (Companies listed/domiciled in the United States)

Phase 1 : Quantitative analysis

- Financial: company fundamentals, market sentiment, macroeconomic factors

- Non-financial: sector exclusion & integration of ESG criteria

Phase 2 : Rating and ranking

Based on quantitative analysis results

Phase 3 : Portfolio construction

Calibration of positions based on rating & risk

Investment decisions incorporate financial as well as non-financial criteria. The integration of environmental, social and corporate governance (ESG) criteria in the stock-picking process is aimed at assessing each company’s ability to transform sustainable development issues into performance drivers. The mutual fund promotes environmental or social characteristics, or a combination of those characteristics, within the meaning of Article 8 of the SFDR.

Characteristics

Funds SG BLACKROCK ACTIONS US ISR
Fund category Equities
Risk level 6
ISIN code FR0050000100
Eligible subscribers All subscribers
Currency EUR
NAV frequency Daily
Initial NAV 100 EUR
NAV date 2022/06/30
NAV 110,15

Documents

Reports

Monthly report (FR)

Annual report (FR)

Documents

Prospectus (FR)

KIID (FR)

Brochure (FR)

Transparency Code (FR)

Portfolio detail (FR)