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TORONTO, ONTARIO--(Marketwired - Oct. 23, 2015) - Further to a press release dated September 23, 2015, BlackRock Asset Management Canada Limited ("BlackRock Canada"), an indirect, wholly-owned subsidiary of BlackRock, Inc. ("BlackRock") BLK and manager of the Canadian iShares suite of funds, announced today that Passive Foreign Investment Company ("PFIC") Annual Information Statements ("PFIC Statements") will be available for the 2015 tax year for the revised list of iShares Funds set out below. These statements contain reporting information that can enable investors classified as "U.S. Persons" for the purposes of U.S. tax laws to make the Qualified Electing Fund ("QEF") election for U.S. tax reporting purposes.
BlackRock Canada strongly recommends that impacted investors work with their financial advisor and a U.S. tax professional to discuss any PFIC-related tax implications.
The 2015 PFIC Statements are expected to be posted to the iShares website on or about March 31, 2016.
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Fund Ticker
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iShares S&P/TSX 60 Index ETF XIU
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iShares Core S&P/TSX Capped Composite Index ETF XIC
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iShares Canadian Fundamental Index ETF CRQ/CRQ.A
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iShares S&P/TSX Completion Index ETF XMD
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iShares S&P/TSX SmallCap Index ETF XCS
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iShares MSCI Canada Minimum Volatility Index ETF XMV
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iShares Jantzi Social Index ETF XEN
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iShares Core S&P 500 Index ETF (CAD-Hedged) XSP
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iShares Core S&P 500 Index ETF XUS
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CLU/CLU.A/CLU.C/CLU.
iShares US Fundamental Index ETF B
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iShares MSCI USA Minimum Volatility Index ETF XMU
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iShares Core S&P U.S. Total Market Index ETF (CAD-
Hedged) XUH
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iShares Core S&P U.S. Total Market Index ETF XUU
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iShares NASDAQ 100 Index ETF (CAD-Hedged) XQQ
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iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU
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iShares S&P U.S. Mid-Cap Index ETF XMC
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iShares S&P U.S. Mid-Cap Index ETF (CAD-Hedged) XMH
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iShares MSCI World Index ETF XWD
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iShares MSCI All Country World Minimum Volatility Index
ETF XMW
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iShares MSCI EAFE Index ETF (CAD-Hedged) XIN
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iShares Core MSCI All Country World ex Canada Index ETFXAW
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iShares Core MSCI EAFE IMI Index ETF (CAD-Hedged) XFH
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iShares Core MSCI EAFE IMI Index ETF XEF
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iShares International Fundamental Index ETF CIE/CIE.A
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iShares MSCI EAFE Minimum Volatility Index ETF XMI
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iShares MSCI Europe IMI Index ETF (CAD-Hedged) XEH
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iShares MSCI Europe IMI Index ETF XEU
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iShares Japan Fundamental Index ETF (CAD-Hedged) CJP/CJP.A
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iShares MSCI Emerging Markets Index ETF XEM
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iShares Core MSCI Emerging Markets IMI Index ETF XEC
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iShares Emerging Markets Fundamental Index ETF CWO/CWO.A
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iShares MSCI Emerging Markets Minimum Volatility Index
ETF XMM
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iShares BRIC Index ETF CBQ/CBQ.A
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iShares MSCI Brazil Index ETF XBZ
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iShares India Index ETF XID
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iShares China Index ETF XCH
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iShares S&P/TSX Capped Financials Index ETF XFN
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iShares Equal Weight Banc & Lifeco ETF CEW/CEW.A
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iShares S&P/TSX Capped Energy Index ETF XEG
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iShares S&P/TSX Capped Materials Index ETF XMA
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iShares S&P/TSX Global Base Metals Index ETF XBM
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iShares Global Healthcare Index ETF (CAD-Hedged) XHC
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iShares S&P Global Industrials Index ETF (CAD-Hedged) XGI
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iShares S&P Global Consumer Discretionary Index ETF
(CAD-Hedged) XCD
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iShares S&P/TSX Capped Information Technology Index ETFXIT
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iShares S&P/TSX Capped Consumer Staples Index ETF XST
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iShares S&P/TSX Capped Utilities Index ETF XUT
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iShares Global Infrastructure Index ETF CIF/CIF.A
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iShares Global Agriculture Index ETF COW/COW.A
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iShares Global Water Index ETF CWW/CWW.A
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iShares Canadian Value Index ETF XCV
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iShares Canadian Growth Index ETF XCG
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iShares Canadian Select Dividend Index ETF XDV
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iShares U.S. High Dividend Equity Index ETF XHU
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETFCDZ/CDZ.A
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iShares U.S. High Dividend Equity Index ETF (CAD-
Hedged) XHD
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iShares S&P US Dividend Growers Index ETF (CAD-Hedged) CUD/CUD.A
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iShares Core S&P/TSX Composite High Dividend Index ETF XEI
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iShares S&P/TSX Canadian Preferred Share Index ETF CPD/CPD.A
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iShares S&P/TSX North American Preferred Stock Index
ETF (CAD-Hedged) XPF
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iShares Global Monthly Dividend Index ETF (CAD-Hedged) CYH/CYH.A
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iShares Canadian Financial Monthly Income ETF FIE/FIE.A
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iShares Gold Bullion ETF CGL/CGL.C
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iShares Silver Bullion ETF SVR/SVR.C
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iShares Conservative Core Portfolio Builder Fund XCR
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iShares Canadian Universe Bond Index ETF XBB
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iShares Core High Quality Canadian Bond Index ETF XQB/XQB.A
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iShares Canadian Short Term Bond Index ETF XSB
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iShares Core Short Term High Quality Canadian Bond
Index ETF XSQ
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iShares 1-5 Year Laddered Government Bond Index ETF CLF/CLF.A
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iShares 1-5 Year Laddered Corporate Bond Index ETF CBO/CBO.A
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iShares Core Canadian Short Term Corporate + Maple Bond
Index ETF XSH
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iShares 1-10 Year Laddered Government Bond Index ETF CLG/CLG.A
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iShares 1-10 Year Laddered Corporate Bond Index ETF CBH/CBH.A
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iShares Canadian Corporate Bond Index ETF XCB
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iShares Canadian Government Bond Index ETF XGB
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iShares Core Canadian Long Term Bond Index ETF XLB
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iShares Canadian Real Return Bond Index ETF XRB
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iShares Canadian HYBrid Corporate Bond Index ETF XHB
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iShares Convertible Bond Index ETF CVD/CVD.A
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iShares Floating Rate Index ETF XFR
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iShares Premium Money Market ETF CMR/CMR.A
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iShares U.S. IG Corporate Bond Index ETF (CAD-Hedged) XIG
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) XHY
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iShares U.S. High Yield Fixed income ETF (CAD-Hedged) CHB/CHB.A
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iShares J.P. Morgan USD Emerging Markets Bond Index ETF
(CAD-Hedged) XEB
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iShares FactorSelect(TM) MSCI Canada Index ETF XFC
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iShares FactorSelect(TM) MSCI EAFE Index ETF XFI
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iShares FactorSelect(TM) MSCI EAFE Index ETF (CAD-
Hedged) XFF
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iShares FactorSelect(TM) MSCI USA Index ETF XFS
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iShares FactorSelect(TM) MSCI USA Index ETF (CAD-
Hedged) XFA
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(i) The list of iShares Funds above has been updated since the press release dated September 23, 2015 to reflect the addition and removal of certain iShares Funds.
^ The iShares Funds for which PFIC Statements will be made available is subject to change without further notice.
Further information on the iShares Funds can be found at www.blackrock.com/ca.
About BlackRock
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. At September 30, 2015, BlackRock's AUM was US$4.506 trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions(R). As of September 30, 2015, the firm had approximately 12,900 employees in more than 30 countries and a major presence in key global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company's website at www.blackrock.com/ca / Twitter: @BlackRockCA / Blog: www.blackrockblog.com/can
About iShares
iShares is a global leader in exchange-traded funds (ETFs), with more than a decade of expertise and commitment to individual and institutional investors of all sizes. With over 700 funds globally across multiple asset classes and strategies and more than US$1 trillion in assets under management as of September 30, 2015, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm.(1)
Commissions, management fees and expenses all may be associated with investing in iShares Funds. Please read the relevant prospectus before investing. Fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. The fund is not guaranteed, its values change frequently and past performance may not be repeated. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.
Units of the iShares funds have not been, and will not be registered under the Securities Act of 1933 (the "1933 Act") or the securities laws of any of the states of the United States. Units of the Canadian iShares funds may not be offered or sold in the United States or to any "U.S. Person" as defined in the 1933 Act.
(1) Based on US $4.506 trillion in AUM as of 9/30/15.
FOR FURTHER INFORMATION PLEASE CONTACT:
Contact for Media:
Maeve Hannigan
416-643-4058
Maeve.Hannigan@blackrock.com
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