EQUITY HIGH INCOME ETFs

Think differently about income, taking an active approach with ETFs.

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INNOVATIVE SOLUTIONS FOR TARGETED OUTCOMES

As investors' needs continue to evolve, we are committed to providing choice and enhancing access to innovative solutions to help deliver the best portfolio outcomes.

The iShares equity high income range of active ETFs provide investors with a differentiated, actively managed income strategy that seeks to generate a high-level of income with lower volatility than its reference benchmark, delivered in the convenience, transparency and efficiency of an iShares ETF.

We see some key benefits to support an allocation to income through equities:

  1. Capital appreciation - unlike cash and fixed income, dividend stocks offer an ability to generate capital appreciation without sacrificing yields.
  2. Income stream - the income stream from dividend stocks can help to return purchasing power to investors.
  3. Defensiveness - dividend stocks are generally regarded as a defensive exposure, which could be beneficial in challenging macro environments.

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

DISCOVER MORE ABOUT EQUITY HIGH INCOME ETFs

Our systematic active strategy takes an innovative and differentiated approach to generating income, combining human insight, big data and machine learning/AI to modernise the way we invest and provide diversified sources of return.

High income with lower volatility​

Aims to deliver a high level of income with lower volatility than its reference benchmark.

Active approach to income without the persistent style skews​

Our proprietary ‘Dividend Rotation’ model aims to forecast payment dates to enable efficient and dynamic allocation of capital to companies offering the best yield opportunities, regardless of sector or region.

Efficient ETF wrapper

Active approach that offers potential tax advantages, liquidity, and cost efficiency through the use of an ETF wrapper, providing investors with a convenient way to gain exposure​​.

Why an allocation to iShares equity high income ETFs could help you achieve better portfolio outcomes.

  1. Complement ​existing high yield or credit exposures, adding in differentiated sources of returns through dividend paying stocks and options income​. This could potentially reduce exposure to interest rate risk, credit risk or duration risk. ​
  2. Diversification that introduces ​a dynamic element to your investment profile through the use of our data-driven proprietary "dividend rotation" model resulting in reduced style and sector biases, offering more diversified sources of income and growth than what is typically available. This positions them well to play a role in the core of an investor’s portfolio.
  3. Lower volatility​ for those looking to add higher levels of income, accessed at lower levels of risk, with enhanced portfolio diversification characteristics.

Diversification and asset allocation may not fully protect you from market risk.

The iShares equity high income ETF range brings investors a powerful combination of BlackRock’s active management capabilities and the breadth and scale of the world’s largest ETF provider.

US$2.7+trn AUM

Benefit from the breadth and scale of the world’s largest ETF provider with over 1,300 ETFs and over US$2.7trn assets under management.1

1Source: Morningstar 31 December 2023.

US$220bn AUM

BlackRock Systematic team (BSYS) manages US$220bn in assets with over 200+ dedicated professionals.2

2Source: Blackrock as at 31 December 2023.

4 and 5 star ETFs

More 4 and 5 star ETFs than any of our competitors.3 Our relentless pursuit to drive the industry forward, making iShares ETFs available to more and more investors.

3As recognised by Morningstar.

FUND CHARACTERISTICS

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