Overview: The iShares Corp Bond ESG SRI UCITS ETF is an exchange-traded fund that aims to replicate the performance of the Bloomberg MSCI Euro Corporate ESG SRI Index. This ETF primarily invests in corporate bonds that meet environmental, social, and governance (ESG) criteria, while integrating principles of social responsibility and sustainable investing. This allows investors to support companies that adopt sustainable practices while seeking to achieve a return on their investment.
Benefits: This ETF offers several strengths, including diversified exposure to eurozone corporate bonds, which can help reduce overall portfolio risk. Additionally, by focusing on companies that meet ESG criteria, it allows investors to align with ethical values while seeking to benefit from growth and income potential. The SRI (Socially Responsible Investment) approach may 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 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 particularly suitable for investors looking to diversify their portfolio with corporate bonds while integrating sustainability criteria. It may appeal to long-term investors who wish to balance their search for returns with ethical and environmental considerations. Investors with a moderate risk tolerance and a medium to long-term investment horizon may find this ETF aligned with their objectives.
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 |