BlackRock Global Funds - Sustainable Energy Fund D2

Equity fund

1 year

Region

USA

Largest region

High

Risk

Annual costs

Morningstar

 

Yes 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondet har som mål å oppnå størst mulig verdistigning uttrykt i amerikanske dollar, samtidig som risikoen holdes under kontroll. Det investeres primært i børsnoterte aksjer i globale selskaper med et betydelig engasjement i sektorene alternativ energi og energiteknologi. Hovedvekten vil ligge innenfor fornybar energi, lokal energigenerering, energilagring og kompetanse innen energiteknologi. Fondets investeringer er vanligvis ikke valutasikret.

Investment horizon

  • BlackRock Global Funds - Sustainable Energy Fund D2 is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    26 Jun 2025

  • Start date
    18 May 2006
  • ISIN
    LU0252969661

Risk

  • High (5 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Costs

  • Ongoing costs

    Includes management fees of 0,90 %

  • Platform fee
  • Kickback fee
  • Annual running costs
  • Performance-based fee
  • Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.

Allocation

  • Stocks 96%
    Interest 4%

Portfolio

Shows the fund's largest investments.

  • NextEra Energy Inc
    5.6%
  • SSE PLC
    5.4%
  • EDP Renovaveis SA
    5.2%
  • Nextracker Inc Ordinary Shares - Class A
    5.1%
  • First Solar Inc
    4.7%
  • Linde PLC
    4.2%
  • Prysmian SpA
    4.0%
  • Enel SpA
    4.0%
  • Vestas Wind Systems AS
    3.8%
  • Schneider Electric SE
    2.6%