BlackRock Sustainable American Income Trust

LN: BRSA

Market Cap£161m

Last Close 200.5p

BRSA aims to provide an attractive level of income and capital appreciation over the long term in a manner that is consistent with the trust’s principles of sustainable investing.

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Investment summary

BlackRock Sustainable American Income Trust (BRSA) changed its investment strategy at the end of July 2021 to integrate explicit ESG objectives. It has three managers: Tony DeSpirito, David Zhao and Lisa Yang, who form part of BlackRock’s US income & value investment team. They aim to deliver an attractive level of income and long-term capital appreciation 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 explain that growth companies tend to be highly rated on ESG metrics, but BRSA offers a value fund with superior ESG traits, which sets it apart from the competition. Growth stocks have led the US market over the last decade; however, data from BlackRock show that value stocks should perform relatively better in the current environment of rising interest rates.

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Price performance
%
1m
3m
12m
Actual (3.4) 3.9 4.4
Relative* (2.1) 1.1 1.8
52-week high/low 212.0p/179.2p
*% relative to local index

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