Overview: The iShares Corp Bond 0-3Yr ESG SRI UCITS ETF is an exchange-traded fund that aims to replicate the performance of an index composed of USD-denominated corporate bonds, selected based on environmental, social, and governance (ESG) criteria. This type of ETF allows investors to access a diversified portfolio of short-term bonds while integrating sustainability considerations into their investment strategy.
Benefits: This ETF has several strengths, including exposure to high-quality corporate bonds, which can provide some stability in a variable interest rate environment. Additionally, the focus on ESG criteria allows investors to support companies that adhere to high standards of social and environmental responsibility. This can also attract investors concerned about the impact of their investments.
Risks: Like any investment in bonds, this ETF is subject to interest rate risks, meaning that the value of the bonds may decrease if interest rates rise. Furthermore, the overall volatility of the bond asset class can affect the ETF's performance. Investors should also be aware of specific risks related to the underlying companies, including credit risk.
Investor Profile: This ETF is particularly suitable for investors seeking exposure to short-term corporate bonds while integrating sustainability criteria into their portfolio. It may appeal to those prioritizing stability and capital preservation, as well as socially responsible investors looking to align their investments with their values.
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.
| Volatility | Max drawdown | Sharpe ratio | |
|---|---|---|---|
| 1 year | |||
| 3 years | |||
| 10 years | |||
| Max |