Overview: The iShares iBonds Dec 2025 Term Corp UCITS ETF (symbol: IB25) is an exchange-traded fund that aims to replicate the performance of the Bloomberg MSCI December 2025 Maturity EUR Corporate ESG Screened Index. This ETF primarily invests in corporate bonds maturing in December 2025, 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 a stable source of income through interest payments. Additionally, the emphasis on ESG criteria may attract investors concerned about the social and environmental impact of their investments. The targeted maturity in 2025 also allows investors to plan their short-term cash flows.
Risks: Like any bond investment, this ETF is subject to risks, including interest rate volatility. An increase in rates may lead to a decline in the value of the bonds held by the fund. Furthermore, credit risk is present, as performance depends on the issuers' ability to meet their obligations. Investors should also be aware of potential fluctuations related to ESG criteria, which may affect the selection of securities.
Investor Profile: This ETF is suitable for investors seeking exposure to corporate bonds with a sustainable approach, while having a short-term investment horizon until 2025. It may appeal to those prioritizing income stability and wishing to integrate ESG considerations into their portfolio.
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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