BlackRock lists two new Active ETF Strategies on the LSE

iShares World Equity High Income UCITS ETF (WINC)

iShares US Equity High Income UCITS ETF (INCU)

The launch offers investors a powerful combination of BlackRock’s active management capabilities and expertise with the breadth and scale of the iShares platform.
Many investors are looking for high levels of income and capital appreciation and want to access these themes in the wrapper of their choice. WINC and INCU are innovative additions to the iShares ETF range that seek to generate high income through the active management of a diversified basket of primarily dividend-paying stocks and the sale of index call options.

Both funds are designed to provide investors with a differentiated strategy that aims to deliver income and capital growth with lower volatility than their benchmark indices.

By combining BlackRock’s dividend rotation strategy with the firm’s proprietary investment insights, which integrate human investment knowledge, big data and machine learning, the funds seek to predict which companies are likely to outperform or underperform the market. These actively managed portfolios control style and sector biases, meaning these funds can offer diversified sources of income and growth.

WINC and INCU are managed by the BlackRock Systematic team in conjunction with the iShares ETF platform teams, providing capital markets expertise to support the delivery of the investment strategies in a tradable ETF format.

With over 35 years of experience, BlackRock Systematic employs an investment approach that emphasises data-driven insights and scientific testing of investment ideas. The team’s disciplined portfolio construction techniques focus on delivering differentiated investment outcomes.

Raffaele Savi, Senior Managing Director, Robert Fisher, CFA, Managing Director, and Anna Hawley, Managing Director, are the designated portfolio managers of the World Equity High Income Fund.

Raffaele Savi, Senior Managing Director, Robert Fisher, CFA, Managing Director, and Travis Cooke, CFA, Managing Director, are the designated portfolio managers of the US Equity High Income Fund.

Our clients’ business models in Europe are changing rapidly – a shift to centralised investment offerings, a focus on whole portfolio outcomes, the rise of digital asset platforms, a new market regime – all mean our clients need a broader range of investment strategies across index and active, including the wrappers in which they’re delivered,” said Jane Sloan, EMEA Head of Global Product Solutions at BlackRock. “That’s why we are excited to bring active ETF strategies to Europe, creating an important new avenue of choice and further access to investments.”

BlackRock is committed to expanding client choice and access to innovative solutions across exposures and wrappers. iShares ETFs offer clients transparency, flexibility and convenience of access.
Clients are expressing a need for these attributes across the spectrum of investment styles, from index to active.

Each fund has a TER of 0.35%.