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Invest Thematically
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iShares ETFs cover a broad range of asset classes, risk profiles and investment outcomes. To understand the appropriateness of these Funds for your investment objective, please visit our product webpage
iShares ETFs cover a broad range of asset classes, risk profiles and investment outcomes. To understand the appropriateness of these Funds for your investment objective, please visit our product webpage
Find out more about iShares ETFs/BlackRock products:
https://www.blackrock.com/au/individual/products/investment-funds
What is Thematic Investing?
Thematic investing focuses on predicted long-term trends rather than specific companies or sectors, potentially enabling investors to access structural, one-off shifts that can change or create an industry.
Identifying opportunities for structural change and investing in expected transformations early (such as the rise of the internet in the 90s) may be a key driver of successful investing. This is particularly important for long-term investors seeking to include growth opportunities in their portfolios.
Thematic exchange traded funds (ETFs) target stocks positioned to benefit from potential shifts in technology, society, the environment and demographics over time.
ETFs are transparent and easy to own, removing the pressure of trying to pick single-stock winners or the price of privileged access to private markets. ETFs are credible and attractive investment vehicles that appeal to a wide range of clients. To learn more about ETFs and the risks associated, visit our education centre here.
Thematic ETFs are distinct from broad market and factor exposures and can be viewed as alternatives and/or complements to individual stocks or sectors.
Access Global Healthcare
The healthcare sector has risen in prominence since the outbreak of COVID-19 owing to unprecedented demand for medical equipment and medication and the potential return offered by vaccines and other viral treatments.
iShares Global Healthcare ETF (IXJ) provides access to a broad range of healthcare stocks including pharmaceutical, biotechnology, and medical device companies, while helping diversify and build defense into portfolios.
Investment considerations
Investment risk: whilst diversified across the sector, the risk is the sector is out of favour vs. the market and underperforms.
Policy risk: Healthcare is a heavily legislated sector and policy changes can positively or negatively impact the sector.
Concentration risk: whilst diversified across 100+ stocks some of the holdings are of a reasonable size e.g. 5%+.
Related ETF
Access Technology
Technology has expanded far beyond electronics or software firms that are typically associated with the sector. Instead it cuts across all areas of the global economy, from retail to finance and the Covid-19 pandemic has spurred adoption of new modes of work within businesses.
Discover how you can access a broad range of ETFs with high technology exposure across industries where technological advancements have been further accelerated.
Investment considerations
- Investment risk: Outcome of the November election posts key risks on policies and regulations related to major tech players e.g. corporate tax rates, data privacy law.
- Geopolitical risk: Tensions between US and China post risks of interruption on supply chains of hardware components and international trade.
Access Asia
This year’s Covid 19 pandemic has had a significant impact on global economic growth and caused a dislocation in regional equity returns. Asian equities have generally recovered robustly from the pandemic with north Asia specifically benefitting from a strong tailwind to technology stocks.
Access the Rise of Asia with iShares ETFs that give you exposure to a broad range of regions and Emerging Markets.
Investment considerations
- Geopolitics: Tension between the US and China remains a key risk when investing in Asia.
- Covid-19: Any resurgence of Covid-19 in Asia will post risks in slowing down the region’s economic recovery.
Access Global Markets
From Covid-19 disruption to trade tensions, there can be little doubt that the world is becoming more fragmented. International investing – meaning portfolio construction with diversified geographical exposure - may be a source of return and resilience in a world of unknowns. The unprecedented uncertainties in the market are changing the nature of alpha generation - diversification is now key to portfolio outperformance and resilience.
Access Global Markets with iShares ETFs that give you exposure to a broad range of regions and add diversification to your portfolio.
Investment considerations
- Geopolitics: Global or regional geopolitics tension remains a key risk.
- Covid-19: Any resurgence of Covid-19 will post risks in slowing down global economic recovery.
- There is no guarantee that a positive investment outcome will be achieved.
IMPORTANT INFORMATION
Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL)
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, 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.
No part of this material may be reproduced or distributed in any manner without the prior written permission of BIMAL.
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