iShares Environment & Low Carbon Tilt Real Estate Index Fund (UK) H Acc

A Select 50 Fund - Fidelity insight

Category Property - Indirect Global

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

166.984p

arrow-up2.489p (+1.51%)

Fund Code

MCGHA

BPFJCF5

GB00BPFJCF57

Prices updated as at 23 Dec 2024

Prices in GBX

Investment objective

The aim of the Fund is to provide a return on investor's investment (generated through an increase in the value of the assets held by the Fund) by tracking closely the performance of the FTSE EPRA NAREIT Developed Green Low Carbon Target Index (the “Benchmark Index”). In seeking to achieve its investment objective, the Fund will invest directly into the equities (i.e. shares) of companies in the Benchmark Index and at times invest indirectly via other equity-related investments (i.e. other investments whose value is related to equities) giving exposure to such companies, or in other equities not in the Index.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Our view

Why we like the fund: This is an index-tracking fund that invests in property companies listed globally. Due to growing interest from investors in environmental, social and governance (ESG) issues, the fund changed its strategy in 2022 to include sustainability considerations, such as reduced emissions, in its investment methodology. BlackRock is a seasoned investor in passive funds and the fund's costs are low. How to use the fund: For investors seeking a global exposure to real estate, and who have a long-term horizon and are cost-conscious, this fund represents a sensible choice on the higher risk side of a portfolio. Property sits between equities and bonds on the risk spectrum. There is some likelihood of capital loss during periods of distress, when property behaves more like equity. But it shares some characteristics with bonds, delivering reliable rental income and dividend yield over time. The fund could form a part of an income portfolio but should also provide modest capital growth over time.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.

iShare Environment & Low Crbn Tlt Rl Est Indx