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DIFFERENT BY DESIGN

Systematic investing

By combining the power of big data, data science, and deep human expertise to modernize the way we invest, systematic investing is unlocking new ways to seek consistent portfolio outcomes amidst a world of unpredictability.
  • IMPORTANT:

    i. BlackRock Systematic Global Equity High Income Fund seeks to generate a high level of income. The Fund invests globally, with no prescribed country or regional limits, at least 70% of its total assets in equity securities.

    IMPORTANT:

    i. BlackRock Systematic Global Equity High Income Fund seeks to generate a high level of income. The Fund invests globally, with no prescribed country or regional limits, at least 70% of its total assets in equity securities.

    ii. The Fund’s investments in equities could incur significant losses due to higher fluctuation of equity values. The Fund’s income generating investment strategy may reduce the potential for capital growth and future income of the Fund.

    iii. The Fund is subject to currency risk, emerging market risk, foreign investments restrictions risk, small-cap companies’ volatility and liquidity risks, securities lending counterparty risk and currency conversion risk including Renminbi denominated Classes.

    iv. Class 5(G) Shares pay dividends gross of expenses. Class 6 Shares pay dividends gross of expenses and/or from capital at the Directors’ discretion. Class 8 Shares pay dividends gross of expenses and/or from capital at the Directors’ discretion and include interest rate differentials arising from share class currency hedging. Negative interest rate differentials may decrease the dividends paid. Paying dividends gross of expenses may result in more income being available for distribution; however these shares may effectively pay dividends from capital – may amount to a partial return or withdrawal of an investor’s original investment or capital gains. All declared dividends result in an immediate reduction in the NAV price of the share class on the ex-dividend date.

    v. The Fund may use derivatives for hedging and for investment purposes. However, usage for investment purposes will not be extensive. The Fund may suffer losses from its derivatives usage.

    vi. The value of the Fund can be volatile and can go down substantially within a short period of time. It is possible that a certain amount of your investment could be lost.

    vii. Investors should not make investment decisions based on this document alone. Investors should refer to the Prospectus and Key Facts Statement for details including risk factors.

     

What is systematic investing?
Systematic investing, often called quantitative investing, is an investment approach that emphasizes data-driven insights, scientific testing of investment ideas, and advanced computer modelling techniques to construct portfolios.
BLK sit tech lab

Different by design

The quantitively-driven process of systematic investing expands what is possible when investing—from searching for investment insights, constructing portfolios, seeking to ultimately delivering more targeted outcomes to investors.
Tech breakthrough
Human X Machine
Fundamentally sound investment ideas are validated by quantitative testing—amplifying human decision making but keeping behavioral bias in check.
Choice
Engineered for Scale
Technology-driven process helps scale investment insights across vast sets of securities—creating highly diverse portfolios while minimizing hidden concentration risks.
Risk management
Robust risk management
Employing our own innovations and technology in seeking to manage risk and generate consistent results over the long term.

BlackRock Systematic Global Equity High Income Fund

Targeting a high income at lower volatility versus traditional global equity portfolios

Your investment portfolio is like your body – you need to build up your muscle endurance to cope with challenges that the market or life may throw at you.  Many investors face three major market challenges:

low interest rates across bond markets, making it hard to find attractive income; rising inflation eroding real returns; and increased market volatility making asset allocation more challenging.

BlackRock Systematic Global Equity High Income Fund combines the power of big data and deep human expertise to enhance your portfolio in three different ways: increase income opportunities; use systematic active approach in stock selection; effective risk management to reduce volatility

We look to deliver income from quality dividend paying global equities and earning premium through our index option overwriting strategy.  There’s also the potential to capture capital growth as global economy recovers.

By using big data, our proprietary systematic active approach can analyze more than 3,000 global equities on a daily basis, incorporating innovative signals into the investment process to provide insights and predict returns. 

We also use machine learning and artificial intelligence to analyze rich sets of information, including companies’ earnings announcements and social media feeds, helping us assess market sentiment and in predicting long-term shifts in company fundamentals.

We seek to find a good balance between return, risk, cost, yield, and volatility and will continue to review and optimize the Fund’s portfolio to identify new investment opportunities.

Risk management is at the heart of what we do and our proprietary risk management tools have helped the Fund deliver lower volatility than its peers over 1, 2, 3 and 5 years.

By bringing all three of these together, BlackRock Systematic Global Equity High Income Fund aims to help enhance your portfolio with potential higher income and capital growth throughout market cycles.

7.0% p.a. (A6 USD as of 30 September 2021)
(A6 share class aims to pay a dividend on a monthly basis. Dividend Payment is not guaranteed and is not indicative of the return of the Fund. The Fund may effectively pay dividend from capital. See important information iv 1 )
6.7% p.a. (A6 USD as of 31 August 2021)
Income icon
Targeting to deliver a high income
Sources income from equity dividends and an index options covered call strategy.
Human and machine icon
Integrating human insights, big data and machine learning
Stocks are selected using a research-driven, technology-led approach designed to better predict future stock returns and dividends.
Voltality icon
Low volatility through flexible management of beta
Seeks to deliver a higher yield at a lower volatility relative to global equities with the potential to achieve capital upside.

Why BlackRock?

01

Empowered by data and technology

We use vast datasets and technological innovation to find investment insights amidst market complexity.

02

Guided by science

We vigorously test and validate ideas through a deliberate scientific method to continuously refine and redefine our approach.

03

Enlightened by experience

We draw on 35 years of experience, augmented by intellectual curiosity and diverse thought, to inform our investment process every step of the way.

To find out more, speak to your financial advisors