Overview: The iShares Corp Bond ESG SRI UCITS ETF is an exchange-traded fund that aims to replicate the performance of the Bloomberg MSCI US Corporate ESG SRI Index. This ETF primarily invests in U.S. corporate bonds that meet strict environmental, social, and governance (ESG) criteria while incorporating principles of social responsibility and sustainable investing.
Benefits: This ETF offers exposure to a diversified portfolio of corporate bonds, which can help reduce overall risk compared to investing in individual bonds. Additionally, by focusing on companies that adhere to ESG standards, this ETF may attract investors concerned about the social and environmental impact of their investments. The combination of capital growth and income generated by the bonds can also be appealing to those seeking a balance between yield and safety.
Risks: Like any investment in bonds, this ETF is subject to interest rate risks, meaning that the value of the bonds may fluctuate based on changes in interest rates. Furthermore, the overall volatility of the bond markets can affect the ETF's performance. Investors should also be aware of specific risks related to the companies in which the ETF invests, including credit and liquidity risks.
Investor Profile: This ETF is suitable for investors seeking exposure to corporate bonds while integrating ESG criteria into their investment strategy. It may be particularly well-suited for long-term investors looking to diversify their portfolio with fixed-income assets while supporting responsible investment practices.
Total Annual Returns, Including Dividends
The drawdown measures the decline in price from its historical high. It helps assess the fund's downside risk. The calculation includes dividends.
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