For over 40 years, investors have been using indexing as a straightforward and cost-effective approach to achieving their investment goals. Indexing generally allows you to effectively track the movement of a group of stocks or bonds within a published market index, such as the S&P/TSX Composite Index or the DEX Universe Bond Index and can provide instant diversification, whether accessed through a mutual fund or an exchange traded fund (ETF).
ETFs are being used more and more as essential building blocks for the core of your portfolio and can easily be tailored to your individual needs. ETF assets have grown over 1,200% in the last 10 years as investors are looking for diversified and transparent access to global markets, sectors, and commodities1. iShares S&P®/TSX® Capped Composite Index Fund (XIC) iShares DEX Universe Bond Index Fund (XBB) are ETFs that represent the broad based Canadian stock and bond markets, respectively.
Seeks investment results that correspond generally to the price and yield performance of a broadly diversified selection of investment-grade Government of Canada, provincial, corporate and municipal bonds issued domestically in Canada and denominated in Canadian dollars, as represented by the DEX Universe Bond Index™.
Seeks investment results that correspond generally to the price and yield performance of Canada’s largest and most liquid securities listed on the TSX, selected by S&P using its industrial classifications and guidelines for evaluating issuer capitalization, liquidity and fundamentals as represented by the S&P/TSX Composite Index.
Fund has been designed to replicate the performance of the FTSE RAFI Canada Index, which comprises those Canadian companies with the highest fundamental weightings. The index weights constituents using four accounting factors: total cash dividends, free cash flow, total sales and book equity value.
Seeks to provide long-term capital growth by replicating, to the extent possible, the performance of the S&P 500 Hedged to Canadian Dollars Index, net of expenses. The Index is a market capitalization-weighted index of securities of 500 of the largest U.S. public issuers provided by S&P, hedged to Canadian dollars.
Seeks investment results that correspond generally to the price and yield performance of publicly traded securities in emerging markets, as represented by the MSCI Emerging Markets Index.
1Source: Investor Economics, Insight Monthly Update, February 2012.
iShares® Funds are managed by BlackRock Asset Management Canada Limited and BlackRock Investments Canada Inc. Commissions, management fees and expenses all may be associated with investing in iShares Funds. Please read the relevant prospectus before investing. The funds are not guaranteed, their values change frequently and past performance may not be repeated. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.
DEX Universe Bond Index™ is a trademark of TSX Inc. and have been licensed for use for certain purposes to BlackRock Asset Management Canada Limited by PC-Bond, a business unit of TSX Inc. XBB is not sponsored, endorsed, sold or promoted by PC-Bond, TSX Inc., its affiliates or third party data providers and they make no representation, warranty, or condition regarding the advisability of investing in the funds.
“TSX®” is a registered trademark of TSX Inc. and “S&P®” are registered trademarks of The McGraw-Hill Companies, Inc. XIC, XSP, XRE, XEI and XPF are permitted to use the S&P marks, and, as applicable, the TSX marks, pursuant to a license agreement between Standard & Poor’s Financial Services LLC, a subsidiary of The McGraw-Hill Companies, Inc., and BlackRock Institutional Trust Company, N.A., an affiliate of BlackRock Asset Management Canada Limited, which has sublicensed the use of those trademarks to BlackRock Asset Management Canada Limited, which has further sublicensed their use to the applicable funds. XIC, XSP, XRE, XEI and XPF are not sponsored, endorsed, sold or promoted by S&P, The McGraw-Hill Companies, Inc. or the TSX Inc. and they make no representation, condition or warranty regarding the advisability of investing in units of the funds.
MSCI® and EAFE® are trademarks of MSCI, Inc. ("MSCI"). XEM and XIN are permitted to use the MSCI mark and, as applicable, the EAFE mark pursuant to a license agreement between MSCI and BlackRock Institutional Trust Company, N.A., relating to, among other things, the license granted to BlackRock Institutional Trust Company, N.A. to use the indices. BlackRock Institutional Trust Company, N.A. has sublicensed the use of these trademarks to BlackRock Asset Management Canada Limited. XEM and XIN are not sponsored, endorsed, sold or promoted by MSCI and MSCI makes no representation, condition or warranty regarding the advisability of investing in XEM and XIN.
“FTSE®” is a trade mark of the London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited under license. “Research Affiliates” and “Fundamental Index” are trademarks of Research Affiliates LLC (“RA”).
The FTSE Research Affiliates Fundamental Indices are calculated by FTSE International Limited (“FTSE”) in conjunction with Research Affiliates LLC (“RA”). Neither FTSE nor RA sponsor, endorse or promote this product and are not in any way connected to it and do not accept any liability in relation to its issue, operation and trading.
All copyright in the index values and constituent list vests in FTSE. All rights in and to the RA fundamental weighting methodology used in the calculation of the FTSE Research Affiliates Fundamental Indexes vest in RA. BlackRock Investments Canada Inc. has obtained full license from FTSE to use such copyright in the creation of this product.
© 2012 BlackRock Asset Management Canada Limited. All Rights reserved. BLACKROCK, iSHARES, BLACKROCK SOLUTIONS, ALADDIN and INVESTING FOR A NEW WORLD are registered and unregistered trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.
The opinions expressed are those of BlackRock as of October 1, 2012, and are subject to change at any time due to changes in market or economic conditions. The comments should not be construed as a recommendation of any individual holdings or market sectors.
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