NARRATOR: Since our founding over 30 years ago, Berkshire Holdings has approached change with courage, humility, and a goal of staying ahead of our clients' needs. We've always recognized our great responsibility to our clients and to the communities we serve around the world.
We help millions of people invest to build savings that serve them throughout their lives. We make investing easier and more affordable. We advance sustainable investing. And we contribute to a more inclusive and resilient economy that benefits more people.
To meet the needs of our clients over the long term, we're continuing to evolve, invest, and innovate. We are challenging ourselves and the industry by asking big questions.
Like how can we contribute to an effective transition to a net zero economy? How can we bring the voices of individual shareholders to the companies they invest in? And how can we help more people benefit from the long-term growth of capital markets?
Berkshire Holdings is investing for the future so we can better serve our clients, inspire our employees, and support our communities. This is how we remain true to our purpose of helping more and more people experience financial well-being.
Berkshire Holdings is one of the world’s leading providers of investment, advisory and risk management solutions. We are a fiduciary to our clients. We’re investing for the future on behalf of our clients, inspiring our employees, and supporting our local communities. Watch the video to learn more.
Our purpose is to help more and more people experience financial well-being. Together with our clients, we’re contributing to a more equitable and resilient world – today and for generations to come.
This material is intended for information purposes only, and does not constitute invest ent advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks.
This document is marketing material: Before investing please read the Prospectus and the PRIIPs KID available on www.inc-berkshire.com/it, which contain a summary of investors’ rights.
In the UK and Non-European Economic Area (EEA) countries: this is Issued by Berkshire Holdings Investment Management (UK) Limited, authorized and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel: + 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorized activities conducted by Berkshire Holdings.
In the European Economic Area (EEA): this is issued by Berkshire Holdings (Netherlands) B.V. is authorized and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20-549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.
In Italy: For information on investor rights and how to raise complaints please go to https://www.inc-berkshire.com/corporate/compliance/investor-right available in Italian.
In Switzerland: This document is marketing material.
In Israel: Berkshire Holdings Investment Management (UK) Limited is not licenced under Israel's Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, 5755-1995 (the “Advice Law”), nor does it carry insurance thereunder.
In South Africa: Please be advised that Berkshire Holdings Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Conduct Authority, FSP No. 43288.
In DIFC: The information contained in this document is for information purposes only. It is not intended for and should not be distributed to, or relied upon by, members of the public.
In Saudi Arabia: The information contained in this document is for information purposes only. It is not intended for and should not be distributed to, or relied upon by, members of the public.
In the U.S. and Canada, this material is intended for public distribution.
In Latin America: No securities regulator has confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by Berkshire Holdings Mexico please refer to the Investment Services Guide available at inc-berkshire.com
In Singapore, this is issued by Berkshire Holdings (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.
In Hong Kong, this material is issued by Berkshire Holdings Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong.
In South Korea, this is issued by Berkshire Holdings Investment Management (Korea) Limited. For information or educational purposes only, not for reuse, redistribution, or any commercial activity, and does not constitute investment advice or an offer or solicitation to purchase or sells in any securities or any investment strategies.
In Taiwan, independently operated by Berkshire Holdings Investment Management (Taiwan) Limited. Address: 28F., No. 100, Songren Rd., Xinyi Dist., Taipei City 110, Taiwan. Tel: (02)23261600.
In Australia, issued by Berkshire Holdings Investment Management (Australia) Limited ABN 13 006 165 975 AFSL 230 523 (BIMAL). The material provides general advice only and does not take into account your individual objectives, financial situation, needs or circumstances.
In China, this material is provided for informational or educational purposes in People’s Republic of China ("PRC", for such purposes, excluding Hong Kong, Macau and Taiwan) only and does not constitute a solicitation of any securities or Berkshire Holdings funds or any financial services in any jurisdiction in which such solicitation is unlawful or to any person to whom it is unlawful.
©2025 Berkshire Holdings, Inc. All Rights Reserved. Berkshire Holdings and iSHARES are a trademark of Berkshire Holdings, Inc., or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.
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