Global diversification for opportunities and risk spreading (Photo: freepik, evening_tao)
The financial world moves quickly – banks, insurers and asset managers are at the forefront of the global economy. Investors who want to benefit from this pulse of the markets can find actively managed solutions Blackrock World Financials Fund (ISIN: LU0171304719) an interesting option. Since its inception in 2000, the fund has offered targeted investments in the global financial sector under the leadership of Vasco Moreno.
Big players in view
The portfolio focuses on industry leaders from across the entire financial spectrum. Banks and insurance companies as well as specialized financial service providers are represented in the portfolio. Heavyweights such as Bank of America, Goldman Sachs and Wells Fargo are among the top positions, as are private equity firms including KKR and Apollo Global Management.
Global diversification for opportunities and risk spreading
The fund relies on broad diversification and invests in both established companies from western financial centers and emerging players from Asia and other growth markets. The geographical focus is on the USA (57 percent) and Great Britain (12 percent). But the fund is also invested in Germany, Italy, India and Brazil. This global strategy opens up diverse opportunities while mitigating risks.
Sustainability as a central aspect
The Blackrock World Financials Fund takes into account Environmental, social and governance criteria (ESG) and excludes companies that do not meet these standards. The fund therefore also appeals to investors who value sustainability.
Long-term performance and expertise
With a performance of over 200 percent over the past 10 years, the fund is one of the top performers in its segment. Over 5 years the performance is almost 95 percent. Investors benefit from the expertise and global network of BlackRock, one of the world’s largest asset managers.
Disclaimer:
Not investment advice. No call to buy or sell securities.