The BlackRock closed-end funds (the “Funds”) listed below
announced today the adoption of discount management programs (the
"Programs"). Under the terms of the Programs, each of the Funds
listed below intends to offer to repurchase a portion of its common
shares via tender offer if certain conditions are met during
specified time periods, as detailed below.
BlackRock Closed-End Funds
Adopting a Discount Management Program
Fund Name
Ticker
BlackRock Capital Allocation Term
Trust
BCAT
BlackRock ESG Capital Allocation
Term Trust
ECAT
BlackRock Innovation and Growth
Term Trust
BIGZ
BlackRock Health Sciences Term
Trust
BMEZ
BlackRock Science and Technology
Term Trust
BSTZ
BlackRock Enhanced Global
Dividend Trust
BOE
BlackRock Energy and Resources
Trust
BGR
BlackRock Enhanced International
Dividend Trust
BGY
BlackRock Enhanced Capital and
Income Fund
CII
BlackRock Enhanced Equity
Dividend Trust
BDJ
BlackRock Science and Technology
Trust
BST
BlackRock Health Sciences
Trust
BME
BlackRock Resources &
Commodities Strategy Trust
BCX
BlackRock Utilities,
Infrastructure, & Power Opportunities Trust
BUI
If a Fund’s common shares trade at an average daily discount to
net asset value ("NAV") of more than 7.50% during a 3-month
measurement period (each, a "Measurement Period"), the Fund intends
to offer to repurchase 2.5% of its outstanding common shares at a
price equal to 98% of the Fund’s NAV, as determined on the trading
day after the tender offer expires, as soon as practicable
following the Measurement Period end date.
The Programs will be comprised of four Measurement Periods,
expiring with the Measurement Period ending March 31, 2025, unless
continued by a Fund’s Board of Directors/Trustees (each a “Board”).
The Measurement Period start and end dates are currently expected
to be as indicated below.
Measurement Period
Start
Measurement Period End
April 1, 2024
June 30, 2024
July 1, 2024
September 30, 2024
October 1, 2024
December 31, 2024
January 1, 2025
March 31, 2025
The Programs are intended to enhance long-term shareholder
value. However, even if a tender offer is triggered under a
Program, there is no guarantee that shareholders will be able to
sell all of the shares that they desire to sell in any particular
tender offer and there can be no assurances as to the effect that a
Program will have on the market for a Fund’s shares or the discount
at which a Fund’s shares may trade relative to its NAV.
The adoption of the Programs is pursuant to an agreement (the
“Agreement”) among each Fund, BlackRock Advisors, LLC and Karpus
Investment Management (“Karpus”). During the effective period of
the Agreement, for each Fund, Karpus has agreed to (1) be bound by
the terms of the Agreement, including certain customary standstill
covenants and (2) vote Fund shares on proposals submitted to
shareholders in accordance with the recommendation of each Fund’s
Board.
IMPORTANT NOTICE
This press release is for informational purposes only and shall
not constitute an offer or a solicitation to buy any common shares.
Any offer to purchase Fund common shares will be made pursuant to
an offer on Schedule TO. IF A TENDER OFFER IS APPROVED, COMMON
SHAREHOLDERS ARE URGED TO READ THE TENDER OFFER MATERIALS,
INCLUDING THE OFFER TO PURCHASE AND ANY SOLICITATION/RECOMMENDATION
STATEMENT REGARDING THE TENDER OFFER, AS THEY MAY BE AMENDED OR
SUPPLEMENTED FROM TIME TO TIME, WHEN THEY ARE FILED AND BECOME
AVAILABLE, BECAUSE THEY CONTAIN IMPORTANT INFORMATION THAT HOLDERS
OF COMMON SHARES SHOULD CONSIDER BEFORE MAKING ANY DECISION
REGARDING TENDERING THEIR SHARES. Common shareholders may obtain a
free copy of any of these statements and other documents filed with
the U.S. Securities and Exchange Commission ("SEC") at the website
maintained by the SEC at www.sec.gov or by directing such requests
to the applicable Fund.
About BlackRock
BlackRock’s purpose is to help more and more people experience
financial well-being. As a fiduciary to investors and a leading
provider of financial technology, we help millions of people build
savings that serve them throughout their lives by making investing
easier and more affordable. For additional information on
BlackRock, please visit www.blackrock.com/corporate
Availability of Fund Updates
BlackRock will update performance and certain other data for the
Funds on a monthly basis on its website in the “Closed-end Funds”
section of www.blackrock.com as well as certain other material
information as necessary from time to time. Investors and others
are advised to check the website for updated performance
information and the release of other material information about the
Funds. This reference to BlackRock’s website is intended to allow
investors public access to information regarding the Funds and does
not, and is not intended to, incorporate BlackRock’s website in
this release.
Forward-Looking Statements
This press release, and other statements that BlackRock or a
Fund may make, may contain forward-looking statements within the
meaning of the Private Securities Litigation Reform Act, with
respect to a Funds’ or BlackRock’s future financial or business
performance, strategies or expectations. Forward-looking statements
are typically identified by words or phrases such as “trend,”
“potential,” “opportunity,” “pipeline,” “believe,” “comfortable,”
“expect,” “anticipate,” “current,” “intention,” “estimate,”
“position,” “assume,” “outlook,” “continue,” “remain,” “maintain,”
“sustain,” “seek,” “achieve,” and similar expressions, or future or
conditional verbs such as “will,” “would,” “should,” “could,” “may”
or similar expressions.
BlackRock cautions that forward-looking statements are subject
to numerous assumptions, risks and uncertainties, which change over
time. Forward-looking statements speak only as of the date they are
made, and BlackRock assumes no duty to and does not undertake to
update forward-looking statements. Actual results could differ
materially from those anticipated in forward-looking statements and
future results could differ materially from historical
performance.
With respect to the Funds, the following factors, among others,
could cause actual events to differ materially from forward-looking
statements or historical performance: (1) changes and volatility in
political, economic or industry conditions, the interest rate
environment, foreign exchange rates or financial and capital
markets, which could result in changes in demand for the Funds or
in a Funds’ net asset value; (2) the relative and absolute
investment performance of a Fund and its investments; (3) the
impact of increased competition; (4) the unfavorable resolution of
any legal proceedings; (5) the extent and timing of any
distributions or share repurchases; (6) the impact, extent and
timing of technological changes; (7) the impact of legislative and
regulatory actions and reforms, and regulatory, supervisory or
enforcement actions of government agencies relating to a Fund or
BlackRock, as applicable; (8) terrorist activities, international
hostilities, health epidemics and/or pandemics and natural
disasters, which may adversely affect the general economy, domestic
and local financial and capital markets, specific industries or
BlackRock; (9) BlackRock’s ability to attract and retain highly
talented professionals; (10) the impact of BlackRock electing to
provide support to its products from time to time; and (11) the
impact of problems at other financial institutions or the failure
or negative performance of products at other financial
institutions.
Annual and Semi-Annual Reports and other regulatory filings of
the Funds with the Securities and Exchange Commission (“SEC”) are
accessible on the SEC's website at www.sec.gov and on
BlackRock’s website at www.blackrock.com, and may discuss
these or other factors that affect the Funds. The information
contained on BlackRock’s website is not a part of this press
release.
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version on businesswire.com: https://www.businesswire.com/news/home/20240503238732/en/
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