Legal & General Global Technology Index TickerAdmin
1. Exposure to electronic companies, computer software and hardware, and information technology companies Funds whose investment objective includes ESG integration may be subject to corporate actions or other situations that may cause the fund or index to passively hold securities that may not meet ESG criteria. For more information, please refer to the Fund`s prospectus. The screening carried out by the index provider of the fund may include turnover thresholds set by the index provider. The information displayed on this website may not include all screens that apply to the relevant index or fund. These filters are described in more detail in the fund`s prospectus, other fund documents and the corresponding index methodology. Climate change is one of the greatest challenges in human history and will have a profound impact on investors. To combat climate change, many major countries around the world have signed the Paris Agreement. The temperature goal of the Paris Agreement is to limit global warming to well below 2°C above pre-industrial levels and ideally to 1.5°C, which will help us avoid the most severe effects of climate change. The ITRs measure is calculated by examining the current emissions intensity of the fund`s portfolio companies, as well as the potential of these companies to reduce their emissions over time. If global economic emissions followed the same trend as corporate issues in the fund`s portfolio, global temperatures would eventually rise within that range.
Most of the fund holds investments from a specific market sector, that of information technology. Funds like this can be more volatile than funds that invest in many sectors of the market. Indeed, especially in the short term, the value of the fund can increase and decrease more frequently and larger amounts than more diversified funds. 2. Targeted access to technology stocks around the world Note that only issuing companies are included in the calculation. A brief explanation of MSCI`s methodology and assumptions for its ITR measurement can be found here. ETFs can help investors seek opportunities in renewable energy technologies and innovations. Because the ITRs measure is calculated in part by considering the potential of a fund portfolio company to reduce emissions over time, it is forward-looking and vulnerable to constraints.
As a result, BlackRock publishes MSCI`s ITR metric for its funds in the temperature ranges. The bands help to highlight the underlying uncertainty in the calculations and the variability of the measurement. There is no generally accepted method for calculating an ITR. There is no generally accepted set of inputs for calculation. Currently, the availability of input data varies by asset class and market. As data become more readily available and accurate over time, we expect ITR measurement methods to evolve and lead to different results. If data are not available and/or data change, estimation methods vary, particularly those related to a company`s future emissions. The objective of the Fund is to achieve growth by tracking the performance of the FTSE World Technology Index (the “Index”). This objective is after deduction of fees and taxes. There are many ways to access iShares ETFs. Learn how to add them to your portfolio. We believe that all loyalty bonuses are tax-free and question HMRC`s interpretation.
However, as we rise to this challenge, we pay loyalty bonuses in the Vantage Fund & Share account minus an amount equal to base tax. If we succeed in our challenge, we will give that money back to the customers. If we fail, we will use the money to pay all amounts owed to HMRC. Share this fund with your financial planner to determine how it can fit into your portfolio. This figure assumes that costs occur uniformly throughout the year, that fees are paid uniformly over the year from the investment, and that an annual growth rate applies uniformly over the year before all costs, including product costs, are incurred. This forward-looking measure is calculated on the basis of a model that is based on several assumptions. There are also restrictions on data entry into the model. It is important to note that an ITR measure can vary significantly from one data provider to another for a variety of reasons based on methodological choices (e.g., differences in time horizon, size of included issuances, and portfolio aggregation calculations). Check the MSCI methodologies behind the sustainability traits using the links below. In the case of income units, all income is paid in cash.
This can be withdrawn, reinvested or simply held in your account. In the case of accumulation units, any income will remain in the Fund; The number of shares remains the same, but the price of each unit increases by the amount of income generated within the fund. In general, accumulation units offer a slightly more efficient way to reinvest income, although many investors choose to hold income units and reinvest the income to purchase additional shares. Where the Fund invests in an underlying fund, certain portfolio information, including sustainability characteristics and corporate equity ratios provided to the fund, may include (on a prospective basis) information about that underlying fund, if any. In this case, the current saving is 0.00%, of which 0.00% is paid by the loyalty bonus. The tax that may be due on this loyalty bonus, and therefore the value of this savings for you, is listed below. These are annual costs based on an initial investment amount of more than 1 year assuming a net zero growth rate Important information Overall performance can obscure the true characteristics of a fund. Without a clear understanding of how a fund is managed, you may be inadvertently exposed to an undesirable risk to your capital.
Some funds have a dilution tax, which reduces the number of units realized as an upfront fee on an initial investment. If this fund includes such a levy, it must be listed in the Key Investor Information Document (KIID), which we are required to provide and which you must read before investing. The charts and performance data presented are provided by a third-party data provider and may contain data that appears to have preceded the introduction of the own share class for that fund. In such cases, historical data has been synthesized as realistically as possible, at the sole discretion of that external provider, using recorded historical data in relation to the previously available version of the commission paying fund, with adjusted fees. This calculator provides you with information about the costs and charges on our fees and, if applicable, the costs of this investment product What is the Implied Temperature Increase (ITR) Measurement? Find out what the measure means, how it is calculated, and the assumptions and limitations of this climate-related prospective measure. Company participation measures are only used to identify companies that MSCI has conducted and identified as participating in the covered activity. Therefore, it is possible that there may be additional involvement in these covered activities for which MSCI has no coverage. This information should not be used to create exhaustive lists of non-participating companies. Company equity ratios are only displayed if at least 1% of the fund`s gross weighting includes securities hedged by MSCI ESG Research. HMRC believes that from April 2013, discounts on annual fees (e.g.
loyalty bonuses) paid on funds in nominee accounts such as our Fund & Share account should be subject to income tax. Loyalty bonuses paid on ISA and SIPP funds are not affected and remain tax-exempt. Carefully review the investment objectives, risk factors, fees and expenses of funds before investing. This and other information can be found in the fund prospectuses or, where applicable, in the summary prospectuses available on the iShares ETF and BlackRock Fund pages. Read the prospectus carefully before investing. Investments involve risks, including possible loss of capital. Before engaging Fidelity or a broker-dealer, you should evaluate the total fees and costs of the business, as well as the services provided. The free commission offer applies to online purchases of certain iShares ETFs in a Fidelity account. The sale of ETFs is subject to an activity valuation fee (from $0.01 to $0.03 per $1,000 of principal). For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates as part of an exclusive long-term marketing program that includes the promotion of iShares ETFs and the inclusion of iShares funds in certain Fidelity brokerage service platforms and investment programs.
Please note that this title is margin free for 30 days from the settlement date and is automatically eligible for the margin guarantee at that time. Further information on the sources, amounts and conditions of remuneration can be found in the ETF prospectus and related documents.