iShares Listed Private Equity Fund

The iShares Listed Private Equity Fund is an equity-based fund designed to provide investors with exposure to companies operating in the global private equity sector. The fund’s primary objective is to achieve a combination of capital growth and income by tracking the performance of the S&P Listed Private Equity Index. This index comprises large-cap firms that are directly engaged in private equity investing, including leading names such as Blackstone Inc., KKR & Co., Partners Group, and Brookfield Corp. By focusing on publicly traded private equity firms, the fund offers investors access to an asset class traditionally limited to institutional or high-net-worth individuals, thereby enhancing portfolio diversification across the financial services sector and broader equity markets. The fund operates passively, replicating the index’s holdings and weightings, and its investments span developed markets worldwide. Issued by BlackRock’s iShares division, the fund distributes dividend income and is structured to reflect both the capital appreciation and income potential of listed private equity assets. The fund is available to investors via over-the-counter platforms, providing a unique route to participate in the private equity industry through the public markets.