Overview: The iShares iBonds Dec 2027 Term Corp UCITS ETF is an exchange-traded fund that aims to replicate the performance of the Bloomberg MSCI December 2027 Maturity USD Corporate ESG Screened Index. This ETF primarily invests in corporate bonds maturing in December 2027, thus providing exposure to debt securities of companies selected based on environmental, social, and governance (ESG) criteria.
Benefits: This ETF has several strengths, including an investment strategy focused on corporate bonds, which can offer regular income and some stability compared to equities. Additionally, the emphasis on ESG criteria allows investors to support companies that adhere to ethical and sustainable standards. The targeted maturity in 2027 may also suit investors looking to align their investments with medium-term goals.
Risks: Like any bond investment, this ETF is subject to risks, including interest rate risk, which can affect the value of bonds when rates rise. Furthermore, the overall volatility of the bond markets can lead to fluctuations in the value of the ETF. Investors should also be aware of specific risks related to the companies in which the fund invests, including credit risk.
Investor Profile: This ETF is suitable for investors seeking exposure to corporate bonds with a medium-term investment horizon. It may appeal to those looking to diversify their portfolio while integrating ESG criteria into their investment strategy. Investors seeking to minimize risk while generating income may also find this ETF attractive.
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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