BlackRock Sector Equity Closed-End Funds Reveal Changes to Investment Goals and Key Strategies
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 10 2025
0mins
Source: Newsfilter
Investment Objective Changes: BlackRock Sector Equity Closed End Funds will change their investment objectives effective 11/10/2025, shifting focus towards total return and income through a combination of current income and long-term capital appreciation.
Strategy Update: The Funds will also remove the options writing strategy to better align with shareholder interests, aiming for improved capital appreciation, distribution stability, and lower trading discounts.
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About BTX
BlackRock Innovation and Growth Term Trust (the Trust) is a closed-end management investment company. The Trust’s investment objective is to provide total return and income through a combination of current income, current gains and long-term capital appreciation. The Trust will invest primarily in equity securities issued by mid- and small-capitalization companies. The Trust utilizes an option writing (selling) strategy in an effort to generate current gains from options premiums and to enhance the Trust’s risk-adjusted returns. The Trust invests in sectors, which include software and services, capital goods, other, consumer services, financial services, media and entertainment, autos and components, consumer discretionary, and transportation. The Trust’s investment adviser is BlackRock Advisors, LLC (adviser).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Transparency in Distribution Plans: The funds utilize a managed distribution plan to ensure stable monthly payouts, and if income is insufficient, they will maintain distribution levels through return of capital, enhancing investor trust in the funds.
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