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Reseña del BlackRock Global Funds Sustainable Energy Fund A2

El BlackRock Global Funds Sustainable Energy Fund (BGF Sustainable Energy Fund), una iniciativa de BlackRock, busca maximizar el rendimiento total destinando al menos el 70% de sus activos totales a valores de renta variable de empresas de energía sostenible.

Las empresas que se centran en energía sostenible incluyen aquellas que desarrollan tecnologías de energía renovable, trabajan con combustibles alternativos, mejoran la eficiencia energética, crean energía habilitante, construyen infraestructura y utilizan combustibles alternativos.

Si estás buscando invertir como expatriado o persona con alto patrimonio neto —que es mi especialidad— puedes escribirme al correo (hello@adamfayed.com) o por WhatsApp (+44‑7393‑450‑837).

En esta publicación analizaremos el fondo para conocer sus características, costos y rendimientos.

La mayoría de la información proviene de datos de Morningstar según el Financial Times.

¿Quién es BlackRock?

BlackRock ofrece una variedad de productos y servicios a individuos, organizaciones y gobiernos en todo el mundo como parte de su negocio de gestión de inversiones.

Es un actor clave en el sector de inversiones en energía sostenible, y con fondos como el BGF Sustainable Energy Fund, también brinda servicios de gestión de riesgos, asesoría y soluciones tecnológicas.

Todo lo que necesitas saber sobre el BlackRock Global Funds Sustainable Energy Fund

Todo lo que necesitas saber sobre el BlackRock Global Funds Sustainable Energy Fund

Características del Fondo

Este fondo de acumulación (ISIN LU0124384867) apunta a empresas de gran capitalización. Fue lanzado el 6 de abril de 2001.

El tamaño total del fondo es de 5.280 millones de libras esterlinas al 31 de diciembre de 2023, con una clase de acciones de 2.130 millones; la cotización es diaria.

El fondo no está disponible para cuentas ISA en Reino Unido.

Asignación de Activos

Las dos mayores participaciones del fondo son RWE AG y Nextera Energy Inc., con 5,74% y 5,69% respectivamente.

El 95,74% de los activos está invertido fuera del Reino Unido. Por sectores, tecnología lidera con 33,23%, seguida por industria (26,22%) y utilities (23,50%).

Estados Unidos representa el 42,53% del total de los activos del fondo.

Mínimos de Inversión

Se requiere un mínimo de 3.922 libras para la inversión inicial y 588 libras para aportes adicionales.

Comisiones del Fondo

La comisión máxima anual de gestión es de 1,65%, con un cargo continuo del 1,98%. También hay un cargo inicial del 5,26%.

Países en los que está disponible

  • Alemania
  • Austria
  • Bélgica
  • Brunéi Darussalam
  • Corea del Sur
  • Dinamarca
  • Emiratos Árabes Unidos
  • Eslovaquia
  • España
  • Finlandia
  • Francia
  • Gibraltar
  • Grecia
  • Hong Kong
  • Hungría
  • Islandia
  • Irlanda
  • Italia
  • Luxemburgo
  • Macao
  • Malta
  • Noruega
  • Países Bajos
  • Polonia
  • Portugal
  • República Checa
  • Reino Unido
  • Singapur
  • Suecia
  • Suiza
  • Taiwán

Rendimiento del Fondo

En 2023, el fondo cayó un 3,17%. En los últimos seis meses perdió un 8,13% y en el último mes un 5,28%. Sin embargo, a cinco años presenta un aumento del 13,73%.

En 2022 perdió un 8,03%, mientras que en 2023 subió un 6,40%. Hasta el 22 de enero de 2024, ha registrado una caída del 6,40%.

Pros y Contras del Fondo

Ventajas

  • Su enfoque ESG atrae a inversores con enfoque sostenible.
  • La inversión en energía sostenible puede actuar como cobertura ante cambios del mercado.
  • La diversificación temática ayuda a equilibrar el portafolio.

Riesgos

  • Los fondos temáticos como este dependen del desempeño del sector.
  • Podría ser más volátil que otros fondos más diversificados.
  • Tiene un enfoque estrecho que incrementa el riesgo de concentración.

Conclusión

Invertir en fondos, incluidos los de energía limpia como el BGF Sustainable Energy Fund, implica riesgos. El rendimiento pasado no garantiza resultados futuros.

Sin embargo, por la creciente tendencia mundial hacia energías renovables, este fondo representa una opción atractiva.

Aprovecha la experiencia global de BlackRock y responde a la creciente demanda de inversión responsable.

Asegúrate de conocer tu tolerancia al riesgo y consulta con un asesor financiero profesional para una planificación adecuada.

Pained by financial indecision?

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