BlackRock Sustainable American Income Trust - Unique value and ESG strategy
Since July 2021, BlackRock Sustainable American Income Trust (BRSA) has integrated explicit ESG objectives into its investment strategy. 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 dividend-paying companies that are trading at attractive valuations and are deemed to be ESG leaders, improvers or ‘sustainability enablers’. The managers highlight that, over the long term, equities have delivered higher total returns compared with other asset classes such as cash and fixed income securities. Data from BlackRock show that value stocks tend to outperform during periods of high inflation and rising interest rates. Also, since 1970, in the one, two and three years following a recession, equities have generated positive returns, with value stocks outpacing the performance of the broader US market.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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