BlackRock Global Funds - Sustainable Energy Fund D4 GBP

Category Sector Equity Alternative Energy

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£13.48/£13.48

arrow-down£-0.04 (-0.30%)

Fund Code

BGNED

B62H2K4

LU0435534705

Prices updated as at 13 Nov 2024

Prices in GBP

Investment objective

The 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 companies are rated by the Investment Adviser based on their ability to manage the risks and opportunities associated with alternative energy and energy technologies and their ESG risk and opportunity credentials, such as their leadership and governance framework, which is considered essential for sustainable growth, their ability to strategically manage longer-term issues surrounding ESG and the potential impact this may have on a company’s financials.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	Sector Equity Alternative Energy
30 Sep 13 - 30 Sep 14	4.91	5.37
30 Sep 14 - 30 Sep 15	-6.71	-13.92
30 Sep 15 - 30 Sep 16	37.57	28.04
30 Sep 16 - 30 Sep 17	14.66	13.30
30 Sep 17 - 30 Sep 18	-0.26	1.45
30 Sep 18 - 30 Sep 19	12.74	10.29
30 Sep 19 - 30 Sep 20	29.82	38.10
30 Sep 20 - 30 Sep 21	28.78	25.97
30 Sep 21 - 30 Sep 22	-7.30	-2.42
30 Sep 22 - 30 Sep 23	4.98	-17.16
30 Sep 23 - 30 Sep 24	6.92	-2.06

Trailing returns (%)

Year	This fund	Sector Equity Alternative Energy
1 Day	-0.22	-0.52
1 Month	-1.46	-3.00
3 Months	2.71	1.69
6 Months	-5.01	-7.31
1 Year	7.69	2.70
3 Years annualised	-2.52	-14.03
5 Years annualised	11.16	6.63

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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