BlackRock Sustainable American Income Trust - A unique fund focusing on value and sustainability
BlackRock Sustainable American Income Trust (BRSA) underwent a strategy change in July 2021, to incorporate explicit ESG objectives into its investment approach. Its three managers, Tony DeSpirito, David Zhao and Lisa Yang, aim to deliver an attractive level of income and long-term capital growth from a portfolio of attractively valued, dividend-paying companies, which have favourable ESG credentials either as leaders, improvers or ‘sustainability enablers’. While growth stocks have been favoured by investors for much of the last decade, data from BlackRock show that since 1978, in the one, two and three years following a recession, which is a possibility given the sharp rise in US interest rates, value stocks meaningfully outperformed growth stocks. Also, since 1984, following periods when the US Federal Reserve hiked interest rates, quality stocks led the US market in the subsequent one, two and three years.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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