Share this fund with your financial planner to find out how it can fit in your portfolio. Performance information shown without sales charge would have been lower if the applicable sales charge had been included. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. When you invest in this account, you do not acquire an interest in this underlying index or purchase any units or legal interest in any security. I consult or invest on behalf of a financial institution. Find our live Blackrock Cdn Us Equity Index Non-taxable Class A fund basic information. The Fund seeks to gain at least 70% of its investment exposure to equity securities (e.g. The metrics below have been provided for transparency and informational purposes only. For newly launched funds, sustainability characteristics are typically available 6 months after launch. Mr. Savi joined BGI from Capitalia, where he was CEO of Capitalia Investment Management and previously Chief Investment Officer of Capitalia Asset Management. Actual after-tax returns depend on the investor's tax situation and may differ from those shown. His industry experience includes serving as board member and advisor to several pension funds and investment companies. Blackrock Aquila Life US Equity Index Fund is an open-end pension fund incorporated in the United Kingdom. Read the prospectus carefully before investing. Managers. Performance data is not currently available. Business Involvement metrics are not indicative of a fund’s investment objective, and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. Performance. The Fund aims to provide a return on your investment (generated through an increase in the value of the assets held by the Fund) by tracking closely the performance of the FTSE USA Index, the Fund’s benchmark index. The latest fund information for BlackRock Aquila Life US Equity Index Pn S1 NAV, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management. Current performance may be lower or higher than the performance data quoted. The Fund's objective is to achieve a return that is consistent with the return of … All returns assume reinvestment of all dividends. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. FUND FACTS as at Sept. 30, 2020 Fund type: Foreign Equity Fund size: $55,040,000 Underlying fund size: $14,610,378,840 Underlying fund name: BlackRock CDN US Equity Index Portfolio manager: BlackRock Asset Management Canada Limited Fund inception date: 2 December 2004 Underlying fund inception date: 1 July 2005 Number of holdings: 506 Past distributions are not indicative of future distributions.Click here, for the most recent distributions. This fund does not have any distributions data as of now. As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. Overall Morningstar Rating for iShares US Index Fund (IE), Inst, as of Jan 31, 2021 rated against 1421 US Large-Cap Blend Equity Funds. For more information regarding a fund's investment strategy, please see the fund's prospectus. BlackRock Equity Index Fund seeks investment results that are similar to the price and yield performance, before fees and expenses, of the S&P 500 Index. Go to our website to access the literature. Please refer to the fund’s prospectus for more information. The Fund provides a strategic mix of approximately 70% Canadian equities and 30% global equities. ©2020 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. Investing involves risk, including possible loss of principal. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. Investing involves risk, including possible loss of principal. Since 1999, we've been a leading provider of financial technology, and our clients turn to us … Prior to joining BGI, Ms. Hawley was a project manager of credit risk modeling at Fair, Isaac. Aegon BlackRock US Equity Index (BLK) For customers As at 30 September 2020 Defined Contributions Contact Us +44 (0)1733 353663 PBOCOMQueries@aegon.co.uk Fund objective This fund invests in the shares of US companies and aims to achieve a return that is consistent with the return of the FTSE All-World USA Index. The Fund is organised under the laws of Ireland and authorised by the Central Bank of Ireland as UCITS for the purposes of the UCITS Regulations. THIS ACCOUNT IS LINKED TO THE PERFORMANCE OF THE MANULIFE ASSET MANAGEMENT CANADIAN EQUITY INDEX POOLED FUND, which provides a rate of return based on the performance of the S&P/TSX Capped Composite Total Return Index. The Fund aims to achieve a return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the equity market in the United States. View & analyze the 0P00012B02 fund chart by total assets, risk rating, Min. investment, market cap and category. Visit your brokerage today to see how you can get started. Net Expense Ratio excluding Investment Related Expenses is 0.73%. The benchmark index … He was Adjunct Professor of Quantitative Finance at the University of Rome from 2002 to 2006. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. There are flexible customization options and dozens of tools to help you understand where prices are headed. Overall iShares US Equity Index Fund (UK) received a Morningstar Rating of 4 stars for the 3-year period, 4 stars stars for the 5-year period and - stars stars for the 10-year period, rated against 1390, 1093 and 638 US Large-Cap Blend Equity Funds, respectively. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Objective The BlackRock U.S. Equity Index Fund seeks to achieve investment results that approximate the total return of the S&P 500 Index. U.S. Large-Cap Blend Equity. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Travis Cooke, CFA, Managing Director, is Head of North American strategies for the Systematic Active Equity division of BlackRock’s Active Equities Group. Javascript is required. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. This information should not be used to produce comprehensive lists of companies without involvement. The after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements such as 401(k) plans or individual retirement accounts. Performance data is not currently available. Had sales charge been included, returns would have been lower. S&P 500 Index, (representing the US stock market), by : investing in securities very close to their actual index weights . Find basic information about the Blackrock Cdn Us Equity Index Non-taxable Class A mutual fund such as total assets, risk rating, Min. He is responsible for BlackRock's North American, European, and Developed Market Equity Strategies. © 2021 BlackRock, Inc. All rights reserved. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. Investing for Purpose and Performance. BlackRock Equity Index Fund CL 1 WBREOX Price as of: Jan 29, 2021; $505.62 N/A N/A Primary Theme; U.S. Large-Cap Blend Equity; Fund Company; Wilmington Trust, N.A; Share Class (WBREOX) (WBRESX) Primary (WBRERX) (WBREOX) Snapshot. Expenses. Mr. Mathieson qualified as a Chartered Accountant with PricewaterhouseCoopers in 2000, and holds a Bachelor of Accountancy from the University of Glasgow. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. Broad allocation to U.S. equities… The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). The $10,000 Hypothetical Over Time chart reflects a hypothetical $10,000 investment in the investor class of shares noted and does not assume the max sales charge. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. No data available. For more information regarding a fund's investment strategy, please see the fund's prospectus. The Fund aims to achieve long-term capital growth on your investment. Snapshot. Sign In . The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. These reviews include discussion of the portfolio’s exposure to material ESG risks, as well as exposure to sustainability-related business involvements, climate metrics, and other factors. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Ms. Hawley's service with the firm dates back to 2002, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. ESG insights are combined with other internal research views to achieve active portfolio weighting versus a reference benchmark (or weighting implemented to achieve an absolute return outcome in portfolios without a benchmark) which considers the portfolio’s ESG mandate. Price as of: Jan 29, 2021. Detailed price information for IA Ecxtra Clc US Equity Index Blackrock - DSC (CADFUNDS: INA17300.CF) from The Globe and Mail including charting and trades This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting the iShares ETF and BlackRock Mutual Fund prospectus pages. Trade this ETF now through your brokerage. The Fund's target allocation is approximately 70% Canadian equity and 30% global sector equity*. Prior to this, Mr. Mathieson led the Investment Strategy team in EMEA for SAE. Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. The latest fund information for RLP BlackRock ACS US Equity Index Pn, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. BlackRock offers a wide range of mutual funds, iShares ETFs and closed-end funds to help build a diversified investment portfolio. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages. Our company Our company. Web Site www.blackrock.com Issuer BlackRock Institutional Trust Company NA Category Description: Large Blend Large-blend portfolios are fairly representative of the overall US stock market in size, growth rates and price. BlackRock funds are also available through certain brokerage accounts. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. To achieve this, the fund is invested in units of the BlackRock CDN US Equity Index Class D Fund, which is invested in the equities of U.S. companies included in the S&P 500. The Fund manager conducts regular portfolio reviews with the Risk and Quantitative Analysis group and with the Chief Investment Officers. The Fund invests in equity securities (e.g. As of Dec 31, 2019, out of the total number of funds under BlackRock, about 25.2% were load funds… Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. Those distributions temporarily cause extraordinarily high yields. At BGI, Mr. Savi was global head of portfolio management for active equities. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal 0.00% and for Oil Sands 1.06%. Index performance returns do not reflect any management fees, transaction costs or expenses. investment, market cap and category. Read the prospectus carefully before investing. Review the MSCI methodology behind the Business Involvement metrics, using links below. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. Skip to content. BlackRock Equity Index Fund Release Date: ... in US equity market. Compare. This fund is a sub fund of the BlackRock Index Selection Fund (the Fund). BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund's market value exposure to the listed Business Involvement areas above. Achieving such exceptional returns involves the risk of volatility and investors should not expect that such results will be repeated. None of these companies make any representation regarding the advisability of investing in the Funds. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. US Equity: BlackRock CDN US Equity Index Non-Taxable Class A: 40.280460: CAD: 02/01/2021: BlackRock CDN US Equity Index Non-Taxable Class D: 70.168876: CAD: 02/01/2021: BlackRock CDN US Equity Index Class A: 33.723269: CAD: 02/01/2021: BlackRock CDN US Equity Index … The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. Please refer to the fund’s prospectus for more information. Get instant access to a free live streaming chart of the Blackrock Us Equity Index B fund. shares) listed and traded on regulated markets in the United States … There is no assurance that a fund will repeat that yield in the future. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. The latest fund information for Av MyM BlackRock US Equity Index Tracker Pn, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. investment, market cap and category. Performance charts for BlackRock Mid Cap Equity Index Fund (WMCFA46) including intraday, historical and comparison charts, technical analysis and trend lines. BlackRock Equity Index Non-Lendable Fund (Class M) AS OF 2020-12-31 INVESTMENT STRATEGY: The Fund is an "index fund" that seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of a particular index. 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