All funds

BlackRock Global Funds - Circular Economy Fund D2

Equity fund

1 year

Region

USA

Largest region

Medium

Risk

Cost

Morningstar

 

Yes 

Sustainability

Development

Last 5 years
( ann.)

Description

  • The Fund seeks to maximise total return. The Fund invests at least 80% of its total assets in the equity securities of companies globally that benefit from, or contribute to, the advancement of the “Circular Economy”. Although the intention is to invest only in such equity securities, up to 20% of the total assets of the Fund may be invested in other equity securities, fixed income securities, collective investment schemes or cash (which may not be consistent with the Circular Economy concept) for the purposes of meeting the Fund’s objective or for liquidity purposes. The Circular Economy concept recognises the importance of a sustainable economic system and represents an alternative economic model to the default “make-use-throw away” approach of consumption, which is believed to be unsustainable given scarce resources and the rising cost of managing waste.
    Read more

Investment horizon

  • BlackRock Global Funds - Circular Economy 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

    05 Jun 2025

  • Start date
    01 Oct 2019
  • ISIN
    LU2041044251

Risk

  • Medium (4 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 0,68 %

  • 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.

  • Republic Services Inc
    6.6%
  • Coca-Cola Europacific Partners PLC
    5.2%
  • Microsoft Corp
    4.9%
  • Owens-Corning Inc
    4.0%
  • Xylem Inc
    3.5%
  • Smurfit WestRock PLC
    3.5%
  • Novonesis (Novozymes) B Class B
    3.2%
  • Graphic Packaging Holding Co
    3.1%
  • Schneider Electric SE
    3.1%
  • Ecolab Inc
    3.0%