Edison Investment Research - BlackRock Greater Euro Inv Tst (BRGE) BlackRock Greater Europe Investment Trust - Building on the record of outperformance

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Edison Investment Research

Mel Jenner

BlackRock Greater Europe Investment Trust - Building on the record of outperformance

BlackRock Greater Europe Investment Trust (BRGE) has two co-managers: Stefan Gries focuses on developed markets in Europe (the large majority of the portfolio), while Sam Vecht focuses on emerging markets. Gries believes that the investment backdrop remains relatively robust, but stresses the importance of remaining selective. He seeks quality companies that can be held for the long term, where their earnings and cash flow potential is not reflected in their current share prices. Since Gries became co-manager in June 2017, BRGE has outperformed the FTSE World Europe ex-UK index by cÂ 12pp. He continues to find attractive investment opportunities, and comments that the broad-based sell-off in emerging markets means there is potential for a higher emerging Europe allocation in the trustâ€™s portfolio in coming months.

15/10/2018 10 EN

Underlying

BlackRock Greater Euro Inv Tst

BlackRock Greater Europe Investment Trust is an investment trust company. Co.'s principal activity is portfolio investment. Co. invests in a focused portfolio constructed from a combination of the securities of large, mid and small capitalization European companies, together with some investment in the developing markets of Europe. Co.'s investment manager is BlackRock Investment Management (UK) Limited. As of Aug 31 2017, Co. had total investments of £334.7 million.

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GB00B01RDH75 London Stock Exchange United Kingdom

Provider

Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts

Mel Jenner

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BlackRock Greater Europe Investment Trust - Building on the record of outperformance

Edison issues update on BlackRock Greater Europe Investment Trust (BRGE): Long-term outperformance from high-quality fund

BlackRock Greater Europe Investment Trust - Long-term outperformance from high-quality fund

BlackRock Greater Europe Investment Trust - Remaining selective in search for quality growth

Basilea Pharmaceutica - Cresemba milestone payments continue to roll in

AAC Clyde Space - Solid start to the year with further order growth

Tinexta - Typical seasonality in Q124

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