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BGF Sustainable Energy Fund

Provider: BlackRock | Official Instrument Web (external)

Instrument Profile

Investment Approach

The Sustainable Energy Fund seeks to maximise total return. The Fund invests globally at least 70% of its total assets in the equity securities of sustainable energy companies. Sustainable energy companies are those which are engaged in alternative energy and energy technologies including: renewable energy technology; renewable energy developers; alternative fuels; energy efficiency; enabling energy and infrastructure. The Fund will not invest in companies that are classified in the following sectors (as defined by Global Industry Classification Standard): coal and consumables; oil and gas exploration and production; and integrated oil and gas. The fund is actively managed.

Type: Equity SICAV
Geography: Broad Developed Markets
Sector: Diversified Investment Style: Large-Cap Blend

Ongoing Charges: 1.97% (estimated)
Initial Charge: 5.00%
Fund Size (AUM): USD 3429.271M​

Data by the open sources of the instrument provider. Last update: 4.12.2020

MSCI Sustainability Score

n/a

Source: MSCI Inc.
Last update: Dec 6th, 2020

Morningstar Sustainability Score

5/5

Source: Morningstar, Inc.
Last update: Dec 6th, 2020

Rolling performance, as of 4.12.2020:

1 Year: 46.31%

2 Years: 17.52%

3 Years: 17.50%

Data by the open sources of the instrument provider. Last update: 6.12.2020

Top 10 Holdings

Company

Enel SpA

Nextera Energy Inc

RWE AG

Schneider Electric SE

Iberdrola SA

Vestas Wind Systems A/S

Samsung SDI Co Ltd

Infineon Technologies AG

ON Semiconductor Corp

EDP Renovaveis SA

Weighting

4.96%

4.94%

4.02%

3.96%

3.52%

3.47%

3.30%

3.29%

3.27%

3.03%

Top portfolio holdings as of 6.12.2020 | Source: instrument provider.

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