Edison Investment Research - BlackRock Greater Euro Inv Tst (BRGE) BlackRock Greater Europe Investment Trust - Planning ahead for increasing portfolio risk

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Edison Investment Research

Pedro Fonseca

BlackRock Greater Europe Investment Trust - Planning ahead for increasing portfolio risk

BlackRock Greater Europe Investment Trust (BRGE) offers a broad exposure to European equities. It benefits from two co-managers: Stefan Gries (since June 2017, covering developed European markets, which make up c 95% of the fund) and Sam Vecht (since the fund’s launch in September 2004, emerging European markets, c 5%). The trust’s performance has suffered this year due to the market rotation away from high-quality growth stocks and the write down of BRGE’s Russian assets. Despite this, the trust has the highest NAV total return in the AIC Europe sector over the last three, five and 10 years. The managers are sticking to their disciplined bottom-up stock selection strategy and are looking ahead for the chance to increase the fund’s risk profile in anticipation of a sustained stock market recovery.

18/08/2022 1 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

Pedro Fonseca

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BlackRock Greater Europe Investment Trust - Planning ahead for increasing portfolio risk

BlackRock Greater Europe Investment Trust : 1 director

BlackRock Greater Europe Investment Trust - High-quality fund in underappreciated region

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

Games Workshop Group - A notable acceleration in Q225

Altron - Further margin expansion in H125

Sayona Mining - Catching up with majors

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