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Welcome to the BlackRock site for individual investors
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Individual Investors
An individual investor, also known as a retail client and a private client, is a client organisation or individual who cannot meet both (i) one or more of the professional client criteria laid down in Annex II to the Markets in Financial Instruments Directive II (Directive 2014/65/EU), and (ii) one or more of the qualified investor criteria set out in Article 2(e) of the Prospectus Regulation ((EU) 2017/1129).
Terms and Conditions
Please read this page before proceeding, as it explains certain restrictions imposed by law on the distribution of this information and the countries in which our funds are authorised for sale. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.
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By confirming that you have read this important information, you also:
(i) Agree that such information will apply to any subsequent access to the Individual investors (or Institutions / Intermediaries) section of this website by you, and that all such subsequent access will be subject to the disclaimers, risk warnings and other information set out herein; and
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The offshore funds described in the following pages are administered and managed by companies within the BlackRock Group and can be marketed in certain jurisdictions only. It is your responsibility to be aware of the applicable laws and regulations of your country of residence. Further information is available in the Prospectus or other constitutional document for each fund.
This does not constitute an offer or solicitation to sell shares in any of the funds referred to on this site, by anyone in any jurisdiction in which such offer, solicitation or distribution would be unlawful or in which the person making such offer or solicitation is not qualified to do so or to anyone to whom it is unlawful to make such offer or solicitation.
Specifically, the funds described are not available for distribution to or investment by US investors. The units/shares will not be registered under the US Securities Act of 1933, as amended (the "Securities Act") and, except in a transaction which does not violate the Securities Act or any other applicable US securities laws (including without limitation any applicable law of any of the States of the USA) may not be directly or indirectly offered or sold in the USA or any of its territories or possessions or areas subject to its jurisdiction or to or for the benefit of a US Person.
The funds described have not been, nor will they be, qualified for distribution to the public in Canada as no prospectus for these funds has been filed with any securities commission or regulatory authority in Canada or any province or territory thereof. This website is not, and under no circumstances is to be construed, as an advertisement or any other step in furtherance of a public offering of shares in Canada. No person resident in Canada for the purposes of the Income Tax Act (Canada) may purchase or accept a transfer of shares in the funds described unless he or she is eligible to do so under applicable Canadian or provincial laws.
Applications to invest in any fund referred to on this site, must only be made on the basis of the offer document relating to the specific investment (e.g. prospectus, simplified prospectus, key investor information document or other applicable terms and conditions).
As a result of money laundering regulations, additional documentation for identification purposes may be required when you make your investment. Details are contained in the relevant Prospectus or other constitutional document.
If you are unsure about the meaning of any information provided please consult your financial or other professional adviser.
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Risk Warnings
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.
BlackRock has not considered the suitability of this investment against your individual needs and risk tolerance. The data displayed provides summary information. Investment should be made on the basis of the relevant Prospectus which is available from the manager.
For your protection, telephone calls and/or other electronic communications which result in, or are intended to result in, transactions will be recorded or saved.
Investors should read the offering documents for further details including the risk factors before making an investment.
For Investors in Denmark:
Investors should read the fund specific risks in the Key Investor Information Document and the Company’s Prospectus. Copies of all documentation can be obtained free of charge from offices of the paying agent at BlackRock (Netherlands) BV, Copenhagen Branch, Harbour House, Sundkrogsgade 21, 2100 København Ø, Denmark.
Please note that while some of the BlackRock funds are "ring-fenced", others form part of a single company and are not. For BlackRock funds that do not have segregated liability status, in the event of a single BlackRock fund being unable to meet liabilities attributable to that BlackRock fund out of the assets attributable to it, the excess may be met out of the assets attributable to the other BlackRock funds within the same company. We refer you to the prospectus or other relevant terms and conditions of each BlackRock fund for further information in this regard.
The views expressed herein do not necessarily reflect the views of BlackRock as a whole or any part thereof, nor do they constitute investment or any other advice.
Any research found on these pages has been procured and may have been acted on by BlackRock for its own purposes.
This site is operated and issued by BNBV which is authorised and regulated by the Autoriteit Financiële Markten («AFM»). You can gain access to the AFM website from the following link: www.afm.nl. BlackRock (Netherlands) B.V. is a company registered in the Netherlands, No. 17068311. Registered Office: Amstelplein 1, 1096 HA, Amsterdam. BlackRock is a trading name of BlackRock (Netherlands) B.V. VAT No 007883250. General enquiries about this website should be sent to EMEAwebmaster@blackrock.com. This email address should not be used for any enquiries relating to investments.
© 2021 BlackRock, Inc. All Rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, iSHARES, BUILD ON BLACKROCK and SO WHAT DO I DO WITH MY MONEY are trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.
Delivering on sustainability as our standard in Europe
We believe sustainability risk and climate risk are investment risks, and that integrating sustainability considerations into all we do can deliver more resilient portfolios and better returns for investors. BlackRock welcomes SFDR as a true catalyst driving this integration, so here we detail how we are helping clients navigate the transition to more sustainable portfolios.
Our FAQs document contains all of the key information about how we’re supporting the transition to more sustainable portfolios, and have enabled a significant number of portfolios to become Article 8 or 9 compliant. Read them here.
of funds launched and repositioned in Europe last year were article 8 or 9.
of active flows and 38% of index flows went into today’s Article 8 or 9 funds in 2020 for funds in scope under SFDR.
of Fund launches/repositionings in Europe we expect to be Article 8 or 9 in 2021.
of European flagship AUM currently in Article 6 funds for which we will provide transition opportunities into Article 8 or 9 funds.
Source: BlackRock December 31, 2020
Manuela S:
We need to empower investors to be able to compare sustainable solutions and this is exactly what SFDR is going to address.
Tom F:
It’s the first, really, all-encompassing approach across a whole region to bring sense to sustainable investing.
Tom:
We see three actors that really need to step and accelerate sustainable investing.
Manuela:
First, investment managers like ourselves which under SFDR are going to start company-level disclosures as well as reporting on the investment products that they commercialize.
Manuela:
We need to empower investors to be able to compare sustainable solutions
Tom:
The second actor is those portfolio advisors to the end clients, the pension managers, the private banks, the retail banks. They have a duty to actually offer these products to their clients.
Tom:
And the final category is the economy at large.
Tom:
Companies need to understand that now they are being evaluated according to ESG principles because we know as investment managers that is how they will succeed in the future.
Tom:
So the more companies transition, the more choices we will have to build great portfolios. The less they transition, the more we’ll have to put them on the side
Manuela:
Europe has always been leading the charge in sustainable investing and I think SFDR is only going to accelerate this further.
Tom:
We realize it’s a turning point for the European markets. It’s going to finally give a bit of clarity to investors.
Capital at risk. The value if investments and the income from them may go down as well as up and you may get back less than you invested.
Important information
This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies. The opinions expressed are as of 8th March 2021 and are subject to change.
Until 31 December 2020, 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. 2020394. 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.
From 1 January 2021, in the event the United Kingdom and the European Union do not enter into an arrangement which permits United Kingdom firms to offer and provide financial services into the European Economic Area, the issuer of this material is:
(i) BlackRock Investment Management (UK) Limited for all outside of the European Economic Area; and
(ii) BlackRock (Netherlands) B.V. for in the European Economic Area,
BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20-549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.
© 2021 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.
"It's a turning point for European markets"
1 minute 40 with two of BlackRock’s leading experts on sustainable investing. What does SFDR mean for asset managers, wealth managers, pension managers, and for the economy at large?
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