1. Tracks an index that selects companies based on fundamental factors including dividends, free cash flow, sales and book value The above results are hypothetical and are intended for illustrative purposes only. The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and INVESTMENT OBJECTIVE. The ETF has been designed to provide investors with exposure to the return and performance of an index selected at the discretion of BlackRock measuring the investment returns of securities issued by companies domiciled or operating primarily in emerging market countries, net of expenses. The Fund aims to achieve a total return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the global emerging equity market. The Fund invests so far as possible and practicable in equity securities (e.g. shares) that make up the FTSE RAFI Emerging Index - QSR, the Fund’s benchmark index. FTSE RAFI™ Index Series. FTSE Russell partners with Research Affiliates® on the innovative FTSE RAFI™ Index Series. Index constituents are weighted using a composite of fundamental factors, including total cash dividends, free cash flow, total sales and book equity value. Prices and market values are not determinants of the index weights.
The Fund aims to achieve a total return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the global emerging equity market. The Fund invests so far as possible and practicable in equity securities (e.g. shares) that make up the FTSE RAFI Emerging Index - QSR, the Fund’s benchmark index.
FTSE RAFI™ Index Series. FTSE Russell partners with Research Affiliates® on the innovative FTSE RAFI™ Index Series. Index constituents are weighted using a composite of fundamental factors, including total cash dividends, free cash flow, total sales and book equity value. Prices and market values are not determinants of the index weights. The Fund aims to achieve a total return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the global emerging equity market. The Fund invests so far as possible and practicable in equity securities (e.g. shares) that make up the FTSE RAFI Emerging Index - QSR, the Fund’s benchmark index. The latest fund information for BlackRock Aquila Life Global Developed Fundamental Weighted Index Pn S16 NAV, including fund prices, fund performance, ratings, analysis, asset allocation, ratios The Fund aims to achieve a total return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the global emerging equity market. The Fund invests so far as possible and practicable in equity securities (e.g. shares) that make up the FTSE RAFI Emerging Index - QSR, the Fund’s benchmark index. This is an ETF designed to track the FTSE RAFI Developed Markets ex-US Index, a fundamentally weighted index designed by Research Affiliates. Companies are selected and weighted based on the following four fundamental measures of firm size: book value, cash flow, sales and dividends. Price and value criteria are not included in this index. stocks in a fundamental index to the weighted average price-to-book ratio of stocks in a comparable capitalisation-weighted index. In the chart below we show this ratio for the FTSE RAFI US 1000 index and a capitalisation-weighted version of the same index. The shaded green area shows the percentage valuation
1. Tracks an index that selects companies based on fundamental factors including dividends, free cash flow, sales and book value The above results are hypothetical and are intended for illustrative purposes only. The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and
Traditional passive investment vehicles are market-capitalization weighted, which means that as the price of a security increases, so does its weight in your Traditional passive investment vehicles are market capitalization–weighted, which means that as the price of a company increases so does its overall weight in 25 Mar 2014 Fundamental indexes weight stocks by a measure of economic size such of the FTSE RAFI US 1000 Index and the MSCI USA Value-Weighted Index. 30, 2012 , AlphaPro Management, BlackRock Asset Management, First
The Fund aims to achieve a total return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the global emerging equity market. The Fund invests so far as possible and practicable in equity securities (e.g. shares) that make up the FTSE RAFI Emerging Index - QSR, the Fund’s benchmark index.
The Fund aims to achieve a total return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the global emerging equity market. The Fund invests so far as possible and practicable in equity securities (e.g. shares) that make up the FTSE RAFI Emerging Index - QSR, the Fund’s benchmark index. The latest fund information for BlackRock Aquila Life Global Developed Fundamental Weighted Index Pn S16 NAV, including fund prices, fund performance, ratings, analysis, asset allocation, ratios The Fund aims to achieve a total return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the global emerging equity market. The Fund invests so far as possible and practicable in equity securities (e.g. shares) that make up the FTSE RAFI Emerging Index - QSR, the Fund’s benchmark index. This is an ETF designed to track the FTSE RAFI Developed Markets ex-US Index, a fundamentally weighted index designed by Research Affiliates. Companies are selected and weighted based on the following four fundamental measures of firm size: book value, cash flow, sales and dividends. Price and value criteria are not included in this index. stocks in a fundamental index to the weighted average price-to-book ratio of stocks in a comparable capitalisation-weighted index. In the chart below we show this ratio for the FTSE RAFI US 1000 index and a capitalisation-weighted version of the same index. The shaded green area shows the percentage valuation As a result, one other aspect of fundamental indexing that deserves a second look is the possible tilting towards more profitable companies, which is now a recognized dimension of expected returns. Performance Analysis. A top provider of fundamental index data is Rob Arnott's Research Affiliates (RAFI).
ETFs Tracking The FTSE RAFI US 1000 Index – ETF Fund Flow The table below includes fund flow data for all U.S. listed Highland Capital Management ETFs. Total fund flow is the capital inflow into an ETF minus the capital outflow from the ETF for a particular time period.
+44 (0)207 743 1800 ClientServices@BlackRock.com www.blackrock.co.uk BLACKROCK LIFE LIMITED Aquila Life Global 3000 Fundamental Weighted Index Fund S1 ACCU GBP DECEMBER 2019 QUARTERLY FACTSHEET Unless otherwise stated, Performance, Portfolio Breakdowns and Net Asset information as at: 31-Dec-2019. All other data as at 17-Jan-2020. The Fund invests so far as possible and practicable in equity securities (e.g. shares) that make up the FTSE RAFI Emerging Index - QSR, the Fund’s benchmark index. The benchmark measures the performance of the equity market of the emerging markets globally and is a free-float adjusted non-market capitalisation weighted index. The Fund aims to achieve index returns in line with the FTSE RAFI Developed 1000 Index. Key Risks: All financial investments involve an element of risk. Therefore, the value of your investment and the income from it will vary and your initial investment amount cannot be guaranteed. 12 MONTH PERFORMANCE PERIODS - TO LAST QUARTER END 31/12/2014 - 31/12/ The RAFI Fundamental Index is a non-price-weighted index strategy that aims to deliver excess returns versus the cap-weighted benchmark. The strategy uses fundamental measures of company size to select and weight companies and to systematically rebalance against the market’s constantly shifting expectations.