Overview: The iShares Corp Bond ESG SRI UCITS ETF (symbol: SUOC) 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.
Benefits: This ETF offers exposure to a diversified portfolio of corporate bonds, which can help reduce overall risk through diversification. Additionally, by focusing on companies that adhere to ESG standards, it allows investors to support sustainable business practices while seeking returns in both capital and income. The SRI (Socially Responsible Investment) approach may also attract investors concerned about the impact of their investments on society and the environment.
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 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 socially and environmentally responsible companies.
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 | |
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