BlackRock Sustainable American Income Trust - A novel approach focusing on income and ESG
BlackRock Sustainable American Income Trust (BRSA) changed its investment strategy at the end of July 2021 to integrate explicit ESG objectives. It has three managers: Tony DeSpirito, David Zhao and Lisa Yang, who form part of BlackRock’s US income & value investment team. They aim to deliver an attractive level of income and long-term capital appreciation from a portfolio of dividend-paying companies that are trading at attractive valuations and are deemed to be ESG leaders, improvers or ‘sustainability enablers’. The managers explain that growth companies tend to be highly rated on ESG metrics, but BRSA offers a value fund with superior ESG traits, which sets it apart from the competition. Growth stocks have led the US market over the last decade; however, data from BlackRock show that value stocks should perform relatively better in the current environment of rising interest rates.BlackRock North American Income Trust is an investment trust and its key activity is portfolio investment. Co. invests in a diversified portfolio of mainly large-cap U.S. quoted equities. Co. may also hold other securities from time-to-time including, inter alia, convertible securities, fixed interest securities, preference shares, non-convertible preferred stock and depositary receipts. Co. may also invest in listed large-cap equities quoted on exchanges outside the U.S., and in securities denominated in U.S. dollars and non-U.S. dollar currencies. Co.'s investment manager is BlackRock Investment Management (UK) Limited. As of Oct 31 2017, Co.'s investment portfolio totaled £113.7 million.
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