Equity Funds

Equity funds seek to make money in two main ways: through gains in share prices if the company is doing well, and through income from the dividends that many companies pay. 

We have a range of unit trusts (also known as funds) and investment trusts, focused on equity investing.  We have grouped our strategies by geographical focus to help you.

Capital at risk. All financial investments involve an element of risk. Therefore, the value of your investment and the income from it will vary and your initial investment amount cannot be guaranteed.

Asia equity funds

The Asia region offers a wealth of companies, from world-renowned exporters to those set to benefit from the increasing wealth and spending power of domestic consumers.

BlackRock's Asian equity funds allow investors access to a range of markets and themes, including single country, pan-Asian or sub-regional funds.

Capital at risk. All financial investments involve an element of risk. Therefore, the value of your investment and the income from it will vary and your initial investment amount cannot be guaranteed.

    We offer the following funds covering Asian equities:

    Unit trusts

    BlackRock Asia Fund

     BlackRock Asia Special Situations Fund

    Offshore

    Asia Pacific Equity Income Fund Asian Dragon Fund

    Asian Growth Leaders Fund ASEAN Leaders Fund

    China Fund

    Emerging market equity funds

    Emerging market funds invest in the vibrant economies of the developing world, from the ‘BRIC’ nations of Brazil, Russia, India and China, to the more dynamic niche markets such as South Africa and Chile.

    Our specialist team of investment professionals aim to produce long-term capital growth from emerging markets though these companies can also carry higher political and economic risk than those in developed markets. The team has a deep local knowledge of the markets classified as ‘emerging’ and focus on:

    • Analysing up to 750* different companies
    • Finding the emerging sectors and markets that are expected to produce long-term capital growth
    • Utilising global research and a sophisticated risk management system to minimise the risk of investing in sometimes volatile nations or sectors. However, while proprietary technology platforms may help manage risk, risk cannot be eliminated

    Emerging market investments are usually associated with higher investment risk than developed market investments. Therefore the value of these investments may be unpredictable and subject to greater variation.

    Capital at risk. All financial investments involve an element of risk. Therefore, the value of your investment and the income from it will vary and your initial investment amount cannot be guaranteed.

    We offer the following funds covering emerging market equities:

    Unit trusts

    BlackRock Emerging Markets Fund

    *BlackRock as at 31 October 2017

    European equity funds

    Europe is home to some 2,000* companies from international household names to less well-known, emerging companies. With such a vast array of companies to select from, European strategies could provide investors with:

    • Diverse investment opportunities with access to established and developing markets
    • High global exposure due to the variety of multinational companies based across Europe

    BlackRock has a well-established European equity team, and a disciplined investment process. However, there is no guarantee that a positive investment outcome will be achieved.

    Capital at risk. All financial investments involve an element of risk. Therefore, the value of your investment and the income from it will vary and your initial investment amount cannot be guaranteed.

    We offer the following funds covering European equities:

    Unit trusts

    BlackRock Continental European Fund

    BlackRock Continental European Income Fund

    BlackRock European Dynamic Fund

    Investment trust

    BlackRock Greater European Investment Trust plc 

    *BlackRock as at 31 October 2017

    Global equity funds

    Global equity funds are able to invest in companies from across the world, offering investors broad exposure to some of the best-known companies in the world across a range of sectors, industries and regions.

    BlackRock has a well established team dedicated to global equity investing whether in seeking to deliver growth or income. Furthermore, the teams are able to tap into the worldwide resources of BlackRock.

    Capital at risk. All financial investments involve an element of risk. Therefore, the value of your investment and the income from it will vary and your initial investment amount cannot be guaranteed.

    We offer the following funds covering global equity:

    Unit trusts

    BlackRock Global Equity Fund

    BlackRock Global Income Fund

    UK equity funds

    The BlackRock UK equity funds focus on the shares of companies incorporated in, or listed on, a stock exchange in the United Kingdom. 

    We have a team of over 15* investment professionals dedicated to UK equities, allowing us to pool expertise. This enables us to:

    • Cover the broad range of companies in the UK
    • Maintain a network with senior UK business leaders
    • Create our own informed view before making an investment  

    Capital at risk. All financial investments involve an element of risk. Therefore, the value of your investment and the income from it will vary and your initial investment amount cannot be guaranteed.

    We offer the following funds covering UK equities:

    Unit trusts

    BlackRock UK Fund

    BlackRock UK Income Fund

    BlackRock UK Smaller Companies Fund

    BlackRock UK Special Situations Fund

    Investment trusts

    BlackRock Smaller Companies Investment Trust plc

    BlackRock Throgmorton Trust plc

    BlackRock Income and Growth Investment Trust plc

    *BlackRock as at 31 October 2017

    US equity funds

    The BlackRock US equity funds focus on the shares of companies incorporated in, or listed on, a stock exchange in the United States. 

    BlackRock's US equity team practices a disciplined investment process to identify companies with long-term potential for growth. The US equity team focuses on:

    • Carrying out independent, on-the-ground research
    • Managing US funds with a global perspective by keeping abreast of both local and global markets
    • Regular contact with company management of some of the best-known companies in the world

    Capital at risk. All financial investments involve an element of risk. Therefore, the value of your investment and the income from it will vary and your initial investment amount cannot be guaranteed.

    We offer the following funds covering US equities:

    Unit trusts

    BlackRock US Dynamic Fund

    BlackRock US Opportunities Fund