{"id":74428,"date":"2024-02-19T15:54:16","date_gmt":"2024-02-19T15:54:16","guid":{"rendered":"https:\/\/adamfayed.com\/?page_id=74428"},"modified":"2025-03-03T11:40:05","modified_gmt":"2025-03-03T11:40:05","slug":"blackrock-global-funds-sustainable-energy-fund-a2-review","status":"publish","type":"post","link":"https:\/\/adamfayed.com\/es\/review-articles\/blackrock-global-funds-sustainable-energy-fund-a2-review\/","title":{"rendered":"BlackRock Global Funds Sustainable Energy Fund A2 Revisi\u00f3n"},"content":{"rendered":"<p>The BlackRock Global Funds Sustainable Energy Fund (BGF Sustainable Energy Fund), an initiative of BlackRock, aims to generate total return maximization by allocating a minimum of 70% of its total assets to equity securities of sustainable energy companies.<\/p>\n\n\n\n<p>Businesses that focus on sustainable energy include those that develop renewable energy technologies, work with alternative fuels, improve energy efficiency, create enabling energy, build infrastructure, and use alternative fuels.<\/p>\n\n\n\n<p>Si desea invertir como expatriado o particular con un elevado patrimonio neto, que es en lo que estoy especializado, puede enviarme un correo electr\u00f3nico (advice@adamfayed.com) o WhatsApp (+44-7393-450-837).<\/p>\n\n\n\n<p>In this post, we\u2019ll look into BlackRock Global Funds Sustainable Energy Fund (BGF Sustainable Energy Fund) so that you can learn more about the <a href=\"https:\/\/adamfayed.com\/es\/investment-options\/\">opci\u00f3n de inversi\u00f3n<\/a>&#8216;s features, costs, and performance. <\/p>\n\n\n\n<p>Most information was based on Morningstar data as reported by the <a href=\"https:\/\/markets.ft.com\/data\/funds\/tearsheet\/summary?s=lu0124384867:usd\" target=\"_blank\" rel=\"noopener\">Financial Times<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image alignleft size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"300\" height=\"300\" src=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/01\/who-is-blackrock.png\" alt=\"BlackRock Global Funds \" class=\"wp-image-78518\" srcset=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/01\/who-is-blackrock.png 300w, https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/01\/who-is-blackrock-150x150.png 150w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Who is BlackRock ?<\/h2>\n\n\n\n<p>BlackRock provides a variety of products and services to individuals, organizations, and governments around the world as part of its <a href=\"https:\/\/adamfayed.com\/es\/review-articles\/rl360-pims-personal-investment-management-service-review\/\">gesti\u00f3n de inversiones<\/a> business. <\/p>\n\n\n\n<p>A major player in the sustainable energy investing space, with funds such as the BlackRock Global Funds Sustainable Energy Fund, the firm offers investment and risk management services, advising and technological solutions, and more.<\/p>\n\n\n\n<p><strong>Contenido relacionado: <\/strong><\/p>\n\n\n\n<p><a href=\"https:\/\/adamfayed.com\/es\/blackrock-funds-review-2023-are-they-a-good-solution\/\">BlackRock Funds Review 2023 - \u00bfSon una buena soluci\u00f3n?<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/adamfayed.com\/es\/blackrock-world-technology-fund-review\/\">Revisi\u00f3n del Blackrock World Technology Fund<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/adamfayed.com\/es\/blackrock-new-energy-review\/\">Blackrock New Energy Review<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Everything to Know About BlackRock Global Funds Sustainable Energy Fund<\/h2>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">BlackRock Sustainable Energy Fund Features<\/h3>\n\n\n\n<p>This accumulation-focused fund (ISIN LU0124384867) targets large market caps. The fund was rolled out on April 6, 2001. The entire size of the fund is 5.28 billion pounds as of Dec. 31, 2023, with a share class size of 2.13 billion pounds; pricing for this fund is done daily.<\/p>\n\n\n\n<p>BlackRock Global Funds Sustainable Energy Fund is not available for UK ISA.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">BlackRock Sustainable Energy Fund Asset Allocation<\/h3>\n\n\n\n<p>In terms of asset allocation, the top 2 largest holdings within the BGF Sustainable Energy Fund are RWE AG and Nextera Energy Inc, respectively accounting for 5.74% and 5.69% of the total.<\/p>\n\n\n\n<p>The fund predominantly invests in non-UK stocks, making up 95.74% of its holdings. When considering sectors, the technology industry holds a leading position at 33.23%, trailed by industrials at 26.22% and utilities at 23.50%.<\/p>\n\n\n\n<p>The United States is the primary geographic area of concentration for this fund, accounting for 42.53% of its total assets.<\/p>\n\n\n\n<figure class=\"wp-block-image alignleft size-medium\"><img decoding=\"async\" width=\"300\" height=\"300\" src=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/02\/BGF-Sustainable-Energy-Fund-investment-minimums-300x300.webp\" alt=\"BGF Sustainable Energy Fund investment minimums\" class=\"wp-image-81045\" srcset=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/02\/BGF-Sustainable-Energy-Fund-investment-minimums-300x300.webp 300w, https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/02\/BGF-Sustainable-Energy-Fund-investment-minimums-512x512.webp 512w, https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/02\/BGF-Sustainable-Energy-Fund-investment-minimums-150x150.webp 150w, https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/02\/BGF-Sustainable-Energy-Fund-investment-minimums-768x768.webp 768w, https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/02\/BGF-Sustainable-Energy-Fund-investment-minimums-scaled.webp 825w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">BGF Sustainable Energy Fund investment minimums<\/h3>\n\n\n\n<p>A minimum of 3,922 pounds is needed as an initial investment, and a minimum of 588 pounds is needed for any additional investments.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">BGF Sustainable Energy Fund charges<\/h3>\n\n\n\n<p>The maximum annual charge for managing this fund is 1.65%, while the ongoing charge is 1.98%. There\u2019s also an initial charge of 5.26%.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">List of countries where BR Sustainable Energy is available for sale<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Austria<\/li>\n\n\n\n<li>B\u00e9lgica<\/li>\n\n\n\n<li>Brunei Darussalam<\/li>\n\n\n\n<li>Rep\u00fablica Checa<\/li>\n\n\n\n<li>Dinamarca<\/li>\n\n\n\n<li>Finlandia<\/li>\n\n\n\n<li>Francia<\/li>\n\n\n\n<li>Alemania<\/li>\n\n\n\n<li>Gibraltar<\/li>\n\n\n\n<li>Grecia<\/li>\n\n\n\n<li>Hong Kong<\/li>\n\n\n\n<li>Hungr\u00eda<\/li>\n\n\n\n<li>Islandia<\/li>\n\n\n\n<li>Irlanda<\/li>\n\n\n\n<li>Italia<\/li>\n\n\n\n<li>Luxemburgo<\/li>\n\n\n\n<li>Macao<\/li>\n\n\n\n<li>Malta<\/li>\n\n\n\n<li>Pa\u00edses Bajos<\/li>\n\n\n\n<li>Noruega<\/li>\n\n\n\n<li>Polonia<\/li>\n\n\n\n<li>Portugal<\/li>\n\n\n\n<li>Singapur<\/li>\n\n\n\n<li>Eslovaquia<\/li>\n\n\n\n<li>Corea del Sur<\/li>\n\n\n\n<li>Espa\u00f1a<\/li>\n\n\n\n<li>Suecia<\/li>\n\n\n\n<li>Suiza<\/li>\n\n\n\n<li>Taiw\u00e1n<\/li>\n\n\n\n<li>Emiratos \u00c1rabes Unidos<\/li>\n\n\n\n<li><a href=\"https:\/\/adamfayed.com\/es\/what-are-the-best-investment-options-for-uk-expats-in-2022\/\">Reino Unido<\/a><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">BlackRock Global Funds Sustainable Energy Fund Performance<\/h2>\n\n\n\n<figure class=\"wp-block-image alignright size-medium\"><img decoding=\"async\" width=\"300\" height=\"300\" src=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/01\/BGF-Sustainable-Energy-Fund-300x300.webp\" alt=\"BGF Sustainable Energy Fund\" class=\"wp-image-78520\" srcset=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/01\/BGF-Sustainable-Energy-Fund-300x300.webp 300w, https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/01\/BGF-Sustainable-Energy-Fund-512x512.webp 512w, https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/01\/BGF-Sustainable-Energy-Fund-150x150.webp 150w, https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/01\/BGF-Sustainable-Energy-Fund.webp 570w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/figure>\n\n\n\n<p>Taking into account the daily trailing returns, it went through a decline of 3.17% in 2023. There was an 8.13% drop in the fund&#8217;s value throughout the previous six months. Similarly, the renewable energy fund lost 5.28%&nbsp;in the past month. However, looking at the five-year time frame shows an increase of 13.73%.<\/p>\n\n\n\n<p>In terms of annual results, the fund dropped by 8.03% in 2022 but jumped 6.40% in 2023. Year to date through Jan. 22, 2024, there has also been a loss of 6.40% for the green energy fund.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Pros and cons of BlackRock Global Funds<\/h2>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Benefits of BGF Sustainable Energy Fund<\/h3>\n\n\n\n<p>The fund&#8217;s ESG-based investment approach attracts sustainability-focused investors. The fund targets ecologically and socially responsible investors by following ESG criteria.<\/p>\n\n\n\n<p>Moreover, investment in sustainable energy theme funds exposes investors to a sector that works independently of market trends, which may hedge against market changes. This diversification can help investors balance their portfolios and reduce market risk.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Risks of BGF Sustainable Energy Fund<\/h3>\n\n\n\n<p>A sector&#8217;s performance affects thematic funds like the BGF Sustainable Energy Fund. This means the fund&#8217;s returns could suffer if the sustainable energy sector declines.<\/p>\n\n\n\n<p>Compared to more <a href=\"https:\/\/adamfayed.com\/es\/rathbone-funds-reviews-in-2022\/\">diversified funds<\/a>, the fund may be more volatile. This volatility is due to regulatory changes, technology advances, and market demand affecting sustainable energy enterprises.<\/p>\n\n\n\n<p>The fund focuses on sustainable energy, but it may have a narrower scope than more diversified funds. This constraint could increase concentration risk by linking the fund&#8217;s performance to the renewable energy sector.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Reflexiones finales<\/h2>\n\n\n\n<p><a href=\"https:\/\/adamfayed.com\/es\/dominion-funds-review\/\">Investing in any fund<\/a> or a clean energy fund like the BlackRock Global Funds Sustainable Energy Fund involves risk as past performance isn\u2019t a guarantee or basis for future performance.<\/p>\n\n\n\n<p>However, given the ever-changing nature of sustainable investments and the worldwide trend towards renewable energy sources, the BGF Sustainable Energy Fund is an enticing <a href=\"https:\/\/adamfayed.com\/es\/best-investment-options-for-australian-expats-in-2023\/\">opci\u00f3n de inversi\u00f3n<\/a>. <\/p>\n\n\n\n<p>Not only does this fund use BlackRock&#8217;s knowledge as a top <a href=\"https:\/\/adamfayed.com\/es\/review-articles\/ubs-wealth-management-review-2022-should-you-invest\/\">global asset manager<\/a>, but it also conforms to the increasing need for ecologically responsible investing. <\/p>\n\n\n\n<p>Just make sure you\u2019re well aware of your risk appetite and consult an expert financial advisor or financial planner for a well-crafted <a href=\"https:\/\/adamfayed.com\/es\/financial-planning\/personal-financial-planning\/\">plan financiero<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-adam-fayed wp-block-embed-adam-fayed\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"BcpwjRAYMg\"><a href=\"https:\/\/adamfayed.com\/es\/investment-options\/expat-investing\/\">Invertir en el extranjero<\/a><\/blockquote><iframe class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; visibility: hidden;\" title=\"\u201cInvertir en el extranjero\u201d - Adam Fayed\" src=\"https:\/\/adamfayed.com\/investment-options\/expat-investing\/embed\/#?secret=eP70dz8co9#?secret=BcpwjRAYMg\" data-secret=\"BcpwjRAYMg\" width=\"600\" height=\"338\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>\u00bfLe duele la indecisi\u00f3n financiera? <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"288\" src=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-512x288.jpg\" alt=\"\" class=\"wp-image-117505\" style=\"width:683px;height:auto\" srcset=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-512x288.jpg 512w, https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-300x169.jpg 300w, https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-768x432.jpg 768w, https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-scaled.jpg 825w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/adamfayed.com\/es\/become-adams-client\/\">Convi\u00e9rtase en mi cliente<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/adamfayed.com\/es\/good-match-quiz\/\" target=\"_blank\" rel=\"noreferrer noopener\">Realice el cuestionario de elegibilidad de clientes<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/adamfayed.com\/es\/contact\/\" target=\"_blank\" rel=\"noreferrer noopener\">P\u00f3ngase en contacto con<\/a><\/div>\n<\/div>\n\n\n\n<p><strong>Adam es un autor reconocido internacionalmente en temas financieros, con m\u00e1s de 830 millones de respuestas en Quora, un libro muy vendido en Amazon y colaborador de Forbes.<\/strong><\/p>","protected":false},"excerpt":{"rendered":"<p>The BlackRock Global Funds Sustainable Energy Fund (BGF Sustainable Energy Fund), an initiative of BlackRock, aims to generate total return maximization by allocating a minimum of 70% of its total assets to equity securities of sustainable energy companies. Businesses that focus on sustainable energy include those that develop renewable energy technologies, work with alternative fuels, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":78516,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"initial","rop_publish_now_accounts":{"facebook_10166176115445471_100883565069113":""},"rop_publish_now_history":[],"rop_publish_now_status":"pending","footnotes":""},"categories":[11534],"tags":[],"class_list":["post-74428","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-review-articles"],"_links":{"self":[{"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/posts\/74428","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/comments?post=74428"}],"version-history":[{"count":3,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/posts\/74428\/revisions"}],"predecessor-version":[{"id":105269,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/posts\/74428\/revisions\/105269"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/media\/78516"}],"wp:attachment":[{"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/media?parent=74428"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/categories?post=74428"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/adamfayed.com\/es\/wp-json\/wp\/v2\/tags?post=74428"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}