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It’s a New World De markten zijn volatiel Het beleggersvertrouwen is ver zoek Het is tijd om actie te ondernemen Wat doe ik met mijn geld vandaag ? WE.

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Presentation on theme: "It’s a New World De markten zijn volatiel Het beleggersvertrouwen is ver zoek Het is tijd om actie te ondernemen Wat doe ik met mijn geld vandaag ? WE."— Presentation transcript:

1 It’s a New World De markten zijn volatiel Het beleggersvertrouwen is ver zoek Het is tijd om actie te ondernemen Wat doe ik met mijn geld vandaag ? WE 4U Makelaars Lokeren 14 juni 2012

2 Wie is BlackRock ? Wereldwijde vermogens- en risicobeheerder Onafhankelijkheid in aandeelhouderschap Overname MLIM in 2006 en BGI in 2009 > 10.000 werknemers in 67 steden in 27 landen Pionier in risicobeheer & technologie ¹ Includes commodity and currency mandates Vermogen onder beheer 31 maart 2012: $ 3.680 miljard

3 New York - 08:40 London – 13:40 Melbourne – 23:40 Munich – 14:40 Stockholm – 13:40 Madrid – 14:40 Milan – 14:40 Tokyo – 21:40 Paris – 14:40 Bejing – 20:40 Seoul – 21:40 Zurich – 14:40 London – 13:40 Madrid – 14:40 New York - 08:40 London – 13:40 Madrid – 14:40 Stockholm – 13:40 New York - 08:40 London – 13:40 Madrid – 14:40 Milan – 14:40 Stockholm – 13:40 New York - 08:40 London – 13:40 Madrid – 14:40 Melbourne – 23:40 Milan – 14:40 Stockholm – 13:40 New York - 08:40 London – 13:40 Madrid – 14:40 Munich – 14:40 Melbourne – 23:40 Milan – 14:40 Stockholm – 13:40 New York - 08:40 London – 13:40 Madrid – 14:40 Tokyo – 21:40 Munich – 14:40 Melbourne – 23:40 Milan – 14:40 Stockholm – 13:40 New York - 08:40 London – 13:40 Madrid – 14:40 Zurich – 14:40 Tokyo – 21:40 Munich – 14:40 Melbourne – 23:40 Milan – 14:40 Stockholm – 13:40 New York - 08:40 London – 13:40 Madrid – 14:40 Bejing – 20:40 Zurich – 14:40 Tokyo – 21:40 Munich – 14:40 Melbourne – 23:40 Milan – 14:40 Stockholm – 13:40 New York - 08:40 London – 13:40 Madrid – 14:40 Seoul – 21:40 Bejing – 20:40 Zurich – 14:40 Tokyo – 21:40 Munich – 14:40 Melbourne – 23:40 Milan – 14:40 Stockholm – 13:40 New York - 08:40 London – 13:40 Madrid – 14:40 Wereldwijde middelen en informatie-uitwisseling

4 Met welke uitdagingen worden beleggers geconfronteerd ?

5 En wat nu …. ? VS staatsobligaties op 10 jaar juni 1978 – dec. 2011 16% rendement Huidig: < 2% Aanzienlijke daling van obligatierendementen Source: BlackRock, Data Stream, Dec 2011

6 Herbekijk uw portefeuille !

7 Wat je mist als je je beperkt tot spaarrekeningen, tak21 en bedrijfsobligaties ? Diversifiëren op vlak van activaklassen, beleggingstrategieën, stijlen, sectoren & regio’s kan helpen om het risico te verminderen en de behaalde resultaten te verbeteren Bron: BlackRock. De rendementen zijn als volgt voorgesteld: Large Cap = MSCI Europe Large Cap Total Return Index, Government Bonds = CitiGroup World Government Bond Total Return Index Europe (CGBI WGBI), Cash = JPMorgan 3 Month Euro Cash Total Return Index, Corporate Bonds = BarCap Pan European Aggregate Corporates Total Return Index, Emerging Markets = MSCI Emerging Markets Total Return Index, International = MSCI WorldTotal Return Index, High Yield = Merrill Lynch Global High Yield Euro Constrained USD Hedged Total Return Index, Gediversifieerde Portefeuille = Som van alle voorgestelde indices (equal weighted). Rendement op 10 jaar (%) - Overzicht van Totale Rendementen van Activa Klassen (Jan ‘02 – Dec ‘11)

8 BGF Global Allocation Fund FOR PROFESSIONAL CLIENTS / QUALIFIED INVESTORS ONLY © 2012 BlackRock, Inc. All rights reserved Rating as of February 2012 Rating as of May 2011

9 BGF Global Allocation Fund Eén van de meest gediversifieerde gemengde fondsen ter wereld met 700 posities in > 40 landen en > 30 munten (niet gebonden aan een benchmark) Belegt wereldwijd en flexibel in zowel traditionele aandelen en obligaties, maar ook in vastgoed, high yield en converteerbare obligaties, grondstoffen, goud, … gespreid over alle regio’s, sectoren en marktkapitalisaties Een voorzichtige, consistente « value » beleggingsbenadering op lange termijn: goedkoop kopen en duur verkopen (geen markttiming) Enige gemengde Lux. sicav met een S&P Platinum rating

10 BGF Global Allocation fund: netto-rendement A2 USD

11 BGF World Mining Fund FOR PROFESSIONAL CLIENTS / QUALIFIED INVESTORS ONLY © 2012 BlackRock, Inc. All rights reserved Rating as of February 2012 Rating as of May 2012

12 De wereld heeft grondstoffen nodig World Refined Copper Consumption, 1950-2011 China Developing Countries Developed Countries Source: UBS, April 2012 Chinese monthly iron ore imports Thermal coal prices Source: Macquarie end April 2012 Source: Codelco, March 2012

13 Historical EV/EBITDA multiples for UK diversified miners Net Debt/EBITDA multiples for UK Diversified miners Historical PE multiples for UK diversified miners Balance sheet evolution of UK Diversified miners Source: Charts on left hand side: Jefferies, 9 th April 2012 charts on right hand side Jefferies March 2012 Aantrekkelijke waarderingen en gezonde balansen

14 Source: Datastream. Net performance in US$ on a NAV pricing basis with income reinvested. *YTD to end May 2012 USDYTD*20112010200920082007200620052004 BGF World Mining Fund-14.22-28.729.2103.9-64.159.643.641.810.4 HSBC Global Mining Index-13.72-28.829.5101.7-59.053.736.138.99.9 Source: DataStream, data to 30 th April 2012 BGF World Mining Fund: rendement per einde mei 2012

15 Verbind in 4 rechte lijnen de 9 bolletjes zonder de pen op te heffen ….

16 The following notes should be read in conjunction with the attached document: 1.Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Services Authority. Registered office: 33 King William Street, London, EC4R 9AS. Tel: 020 7743 3000. Registered in England No. 2020394. For your protection telephone calls are usually recorded. BlackRock is a trading name of BlackRock Investment Management (UK) Limited. Issued in Switzerland by the representative office, BlackRock Asset Management Switzerland Limited, Claridenstrasse 25, Postfach 2118 CH-8022 Zürich, from where the Company's Prospectus, Simplified Prospectus, Articles of Association, Annual Report and Interim Report are available free of charge. Paying Agent in Switzerland is JPMorgan Chase Bank, National Association, Columbus, Zurich Branch Switzerland, Dreikönigstrasse 21, CH-8002 Zurich. For further information, the prospectus, simplified prospectuses, annual report and semi-annual report can be obtained free of charge in hardcopy form from the Austrian paying agent: Raiffeisen Zentralbank Österreich AG, A-1030 Vienna, Am Stadtpark 9.Past performance is not a guide to future performance and should not be the sole factor of consideration when selecting a product. All financial investments involve an element of risk. Therefore, the value of your investment and the income from it will vary and your initial investment amount cannot be guaranteed. Changes in the rates of exchange between currencies may cause the value of investments to go up and down. Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially. Levels and basis of taxation may change from time to time 2.The fund invests a large portion of assets which are denominated in other currencies; hence changes in the relevant exchange rate will affect the value of the investment 3.The fund invests in economies and markets which may be less developed. Compared to more established economies, the value of investments may be subject to greater volatility due to increased uncertainty as to how these markets operate 4.The fund typically invests in smaller company shares which can be more unpredictable and less liquid than those of larger company shares 5.BlackRock Global Funds (BGF) is an open-ended investment company established in Luxembourg which is available for sale in certain jurisdictions only. BGF is not available for sale in the U.S. or to U.S. persons. Product information concerning BGF should not be published in the U.S. It is recognised under Section 264 of the Financial Services and Markets Act 2000. BlackRock Investment Management (UK) Limited is the UK distributor of BGF. Most of the protections provided by the UK regulatory system, and the compensation under the Financial Services Compensation Scheme, will not be available. A limited range of BGF sub-funds have a distributor status A sterling share class that seeks to comply with UK Distributor Status requirements. Subscriptions in BGF are valid only if made on the basis of the current Prospectus, the most recent financial reports and the Simplified Prospectus which are available on our website. Prospectuses, Simplified Prospectuses and application forms may not be available to investors in certain jurisdictions where the fund in question has not been authorised. Any research in this document has been procured and may have been acted on by BlackRock Investment Management (UK) Limited for its own purpose. The results of such research are being made available only incidentally. The views expressed do not constitute investment or any other advice and are subject to change. They do not necessarily reflect the views of any company in the BlackRock Group or any part thereof and no assurances are made as to their accuracy 6.Unless otherwise specified, all information contained in this document is current as at the date on the front page of this presentation 7.No part of this material may be reproduced, stored in retrieval system or transmitted in any form or by any means, electronic, mechanical, recording or otherwise, without the prior written consent of BlackRock THIS MATERIAL IS FOR DISTRIBUTION TO PROFESSIONAL CLIENTS AND SHOULD NOT BE RELIED UPON BY ANY OTHER PERSONS.


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