BlackRock Sustainable American Income Trust (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. Performance is measured against a US 1000 value index (the reference index).
Investment Companies
Investment Companies
% | 1M | 3M | 12M |
---|---|---|---|
Actual | (0.9) | (8.9) | (10.7) |
Relative | 1.3 | (5.1) | (9.8) |
52 week high/low | 214.0p/181.5p |
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.
Get access to the very latest content matched to your personal investment style.