BlackRock Global Funds - FinTech Fund A2 USD
Equity fund
1 year
USA
Largest region
High
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- The Fund seeks to maximise total return and invest in a manner consistent with the principles of environmental, social and governance (“ESG”) investing. The Fund invests at least 70% of its total assets in the equity securities of companies globally whose predominant economic activity comprises the research, development, production and/or distribution of technologies used and applied in financial services.
Investment horizon
- BlackRock Global Funds - FinTech Fund A2 USD 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
04 Jun 2025
- Start date03 Sept 2018
- ISINLU1861217088
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
- SustainabilityPartial
Costs
- Ongoing costs
Includes management fees of 1,50 %
- 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 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- Charles Schwab Corp5.0%
- Block Inc Class A4.8%
- Nu Holdings Ltd Ordinary Shares Class A4.6%
- PayPal Holdings Inc4.6%
- Robinhood Markets Inc Class A4.4%
- Global Payments Inc4.4%
- Capital One Financial Corp4.2%
- Synchrony Financial3.8%
- Fiserv Inc3.3%
- WEX Inc3.2%