Investor Summary

The fund is managed by BlackRock's experienced Systematic Active Equity team led by Raffaele Savi, Senior Managing Director and Global Head of BlackRock Systematic. Savi brings extensive experience from his role on BlackRock's Global Executive Committee and over 15 years at BlackRock/Barclays Global Investors, with prior executive roles at Capitalia's asset management division. His academic background includes electronic engineering from the University of Rome and teaching experience as Adjunct Professor of Quantitative Finance. Supporting team members include Kevin Franklin, Managing Director for Global Equity Strategies, and Richard Mathieson, Managing Director and Chartered Accountant specializing in global equity strategies and market neutral approaches. The team leverages over 40 years of active management innovation to deliver systematic investment solutions.

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Fund Strategy

A low cost, global equity portfolio powered by innovation and a technology driven investment process that seeks long-term capital appreciation, with a focus on risk management. The fund employs BlackRock's Systematic Equities approach, combining human expertise with cutting-edge technology, including big data and sophisticated algorithms, to deliver differentiated investment insights. The strategy emphasizes information advantage through alternative data sources beyond traditional financial statements, robust risk management through proprietary tools, and human intelligence as central to investment decision-making. The advisor primarily invests in equity securities with characteristics similar to the MSCI All Country World Index while maintaining significant foreign securities allocation.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
11.4% 3.7% 23.6%
2025 2024
23.6% 18.6%